Moats

I decided that it is high time that I do some audit of where I would hold the cash holdings that I have. I don’t think I would always hold…

Jeff deGraaf of Renaissance Macro joins Danny Moses in his on the Tape podcast to share his technical take of the markets. Jeff deGraaf: The Market That Continues To Defy…

I managed to have a few conversations this week that sort of involved investing. One of them is a friend who is an adviser at one of the big 3…

I recently got to know that long time star writer at The Atlantic Derek Thompson has s Substack. His most recent post Whose Cup Are You Filling? resonated with me.…

I have a Telegram group member James who asked if I have longer tenure returns data for this 5 year chart: I am not going to do for all but…

This article will be a short one. In [Does Eliminating Unprofitable Small Caps Improve Long Term Small Cap Index Performance?], I wanted to find out if we get better returns…

This week has been a very topsy-turvy week for the portfolio. Not only did it not benefit from the run in small cap because it lacks those companies with no…

I was quite glad personally to write my last post. I find that it is a good idea to write out some of these things that we been struggling to…

Readers of Investment Moats would remember I recently shared about my colonoscopy experience so that you would not feel so apprehensive to go for one yourself. You can read about…

I think I won’t tell you what just happen to your portfolio haha. Most of you would have seen it by now. There were probably two things that dominated the…