Moats

I am profiling Ebay in this article more as an update to the friends I invest with. From 2011 till today, which is about 15 years, Ebay’s total return is…

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…

Here is the update for my Daedalus portfolio for January 2026. If work is not too busy, I will try to provide an update where possible. I explained how I…

Weird night. I was drafting an internal email, then suddenly what may be a more depressing, to subdued night turned… seriously positive. I just go and try to sleep without…

I think you all would know Zoom Communications or its ticker ZM for short. Zoom have been the poster child that benefit from the pandemic since suddenly, we all need…

Most of my colleagues and I would usually went for a company retreat at the start of the year. Last year we went Da Nang [You can read about Da…

I have a Telegram member Rootie was considering adding US 20-year long term treasuries as a buffer from equity drawdown (when equities fall basically). This is because I shared a…

One of our advisers looked me up over the weekend because the adviser was reflecting on what transpired in the markets over 2025, but also over the last two years…

At the start of the year, I would usually report how much I spent in the past year. In this post, I will share my spending in the year of…

I am still on holiday now but I got to work on Gilgamesh, my personal project on and off while travelling around. I used to have someone ask me if…