In the past recent days, I’ve taken three small speculative positions and have kept them relatively small as an overall percentage of the portfolio. These are positions which I’ve taken without doing too much due diligence and reading too much of its fundamentals due to the nature of the companies (but yes I’ve weighed in…
Month: June 2020
Why You Should Still Pursue Financial Independence Even If You Love Your Job
A reader contacted me recently and we chatted a little bit in exchange about her situation. I obtained her permission to share her story since I believe someone out there may be in a similar situation as her. As promised, I will leave out certain key information which may be deemed confidential. About Her: She…
Wirecard AG – Best and Worst Case Scenario
If you have not heard by now, the latest scandal involving a blue chip payments aggregator company, Wirecard has sent its shares plunged down by nearly 62% after the company revealed that for the third time they are unable to publish its annual report for FY2019 on time. Unlike the previous two sessions, this time…
Thought Process On Picking Your First Stock
I’ve had countless queries in the past and a couple of emails recently from readers who are interested to start investing and one of the commonly asked questions is ways to pick the correct stock to invest. The first stock purchase for an investor is always intriguing. The emotions when you first purchase your stock…
The Wrath of the “Non-Essential” Roles
On Sunday Times today, the newspaper came out with a controversial article that has raised a few eyebrows and backlashes from the public. Amongst my small circle group of friends, they were mostly grouped who comes from the line of art, engineer, lawyer, healthcare, research, human resource, financial advisors, IT, bankers, entrepreneur and self-employed. Apart…
DataDog – Why I Like Its Business But Hate Its Valuation
This is another round of trying to look into more related companies in the tech space, something which I have not managed to do in the past. This time, I’m looking at Datadog, an organization which took a big leap of faith since it began to introduce its cloud-scale monitoring service in 2017 to a…
Holistic Approach to Financial Planning with DBS NAV Planner
If I were to throw a question to the audience on how many that have religiously tracked their spending in the last one year, the number would not have been significant. The main reason for this is budgeting and tracking our expenses are a hassle. If anyone has found it challenging to stick to a…
Shareable Asset – Investing Platform for Real Estate Using Blockchain Technology
If there’s anything that we’ve learned during Covid-19, it is that the potential of digital financial services in providing a secure, low-cost and contactless tools has become more apparent during the crisis. The reliance on convenience that digital financial services are starting to innovate has driven the demand needs for more fintech services. Shareable Assets…
Hyphens Pharma International Ltd (SGX: 1J5) – Uncovering Healthcare Gems
Hyphens Pharma International Ltd (SGX: 1J5) is a pharmaceutical company which focuses on the sales and marketing of specialty pharmaceutical products in key ASEAN countries through exclusive distributorship or licensing agreements with brand principals mainly from Europe and United States. The company was listed on 18th May 2018 about two years ago on the SGX…
Jun 2020 – Portfolio & Transaction Updates
No. Counters No. of Shares Market Price (SGD) Total Value (SGD) based on market price Allocation % 1. Lendlease Reit 70,000 S$0.72 64,800.00 30.0% 2. Silverlake 197,000 S$0.25 49,250.00 23.0% 3. Jardine C&C 2,100 S$23.30 48,930.00 23.0% 4. CDL Hospitality Trust 39,000 S$1.10 42,900.00 20.0% 5. GA Pack…