My colleague happen to accidentally found out that Dimensional have listed their UCITS ETF a week ago. That means that you can buy them through a broker that allows you…
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Tag:
Moats
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Investment
Tencent Music ($TME) – How You can Grow Your Profit 220% when Revenue Stagnates for 4 Years – Investment Moats
At a certain point in 2022, you can see some value investors thinking that Tencent Music, which is listed with ticker TME on the NYSE, is undervalued: Like many listed…
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Investment
The Phillip SGD Money Market ETF is a Higher SGD Return Option for Interactive Brokers Singapore – Investment Moats
In September, I write that SBO, or the LionGlobal Short Duration ETF is a very useful ETF if you wish to: Park money in SGD that you have T +…
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Investment
If You Don’t Like to Own Expensive Stuff in Your Portfolio, Invest in Value-based Factor Funds Instead. – Investment Moats
in my article You Should Diversify Away from Tech if You are a Long Term Investor Confident that A.I will Improving Productivity, I shared how I am getting more indirect…
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Investment
Is There a Problem with Alternative Asset Managers? What is the Net Effect of Tokenization and Stablecoins on the Big Banks. – Investment Moats
I find this interview that Steve Eisman did with Evercore ISI’s Glenn Schorr to be illuminating. The Private Credit Panic. The most personally illuminating thing was the ROE difference between…
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Investment
You Should Diversify Away from Tech if You are a Long Term Investor Confident that A.I will Improving Productivity. – Investment Moats
I got this question in my Telegram chat. I know this person who is asking me is not exposed in any way so he is just getting a sense of…
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Here is the update for my Daedalus portfolio for October 2025. If work is not too busy, I will try to provide an update where possible. I explain how I…
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There is a new issue of Singapore Savings Bonds. I have tracked almost every issue of Singapore Savings Bond since its issue in Oct 2015. This chart shows the 10-year…
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Booking Holdings was $405 14 years ago and today it is $5077. That is a 19.7% p.a. compounded return over 14 years. Booking Holdings is an American travel-technology company headquartered…
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My colleague forwarded me this participating fund health check review that Milliman did for 2025 and thought it is pretty interesting to share. Singapore: 2025 participating fund health check. What…
