Cash is King
April 25, 2025, 5:17 p.m.
Apple and the Ghosts of Companies Past, Privacy at the Expense of Performance, The Cook Question
April 24, 2025, 8:41 p.m.
Microsoft: OpenAI Stake Valued At $147 Bln
April 23, 2025, 2:40 p.m.
The Clues to Trump's Future Tariffs
April 23, 2025, 12:19 p.m.
Where is the Tariff Pull Forward?
April 22, 2025, 1:29 p.m.
Buying This Boring Cash Generative Business with 2x Market Growth at 10yr Low Valuation
June 3, 2025, 7:33 p.m.
20th Sleep Well Pick - Boring, Anti-fragile, Near 10 year low Valuation
June 1, 2025, 1:28 p.m.
Sleep Well Portfolio May 2025 Update - No Losers, 64% annualised return per pick, New Pick Tomorrow.
May 31, 2025, 11:58 a.m.
Wisetech (WTC)'s Step-change Acquisition
May 26, 2025, 12:20 p.m.
Mercado Libre (MELI)'s Founder CEO Stepping Down
May 22, 2025, 11:25 a.m.
Sea Limited: First Full-Year of GAAP Income
May 16, 2025, 2:02 p.m.
Mercado Libre Q1'25: Strong Start, Are Shares Still Cheap To Buy?
May 13, 2025, 9:38 p.m.
Grab Q1'25: Strong Operating Leverage, Tariff Resistant, Solid Growth Runway, One Negative
May 6, 2025, 2:09 p.m.
Sleep Well Portfolio April 2025 Update - Perfection, No Losers.
May 1, 2025, 8:35 a.m.
Q1'25 Sleep Tracking: A Focus on Tariff, VAT, Kinsale, MIPS AB
April 29, 2025, 11:26 a.m.
Sleep Well outperformed on the way down and up. Still time to add.
April 20, 2025, 5:26 a.m.
Bought Sea Limited And Ordered A Few Tariff-resistant Businesses
April 7, 2025, 11:01 a.m.
MAG 7 on sale, are you buying?
April 6, 2025, 5:01 p.m.
Tariff Impact Review, Taking Action and Inaction To Improve The Portfolio
April 5, 2025, 7:07 p.m.
Sleep Well Portfolio March 2025 Update
April 1, 2025, 8:32 p.m.
Buying a Key Beneficiary from Higher Tariff Complexities
March 31, 2025, 9:05 p.m.
How Nature Improves Your Investing - Pulak Prasad
March 31, 2025, 11:16 a.m.
Preserve Your Wealth With This European Centenary Business
March 28, 2025, 5:03 p.m.
Sleep Well Portfolio - Sea of Greens, 16% Outperformance, Future-Proof
March 18, 2025, 12:09 p.m.
CrowdStrike's Possible Yellow Card or Opportunity?
March 17, 2025, 1:50 p.m.
Buying Two US Tariff Resistant Businesses
March 10, 2025, 4:34 p.m.
Gold Standard of Naval Engineering at 6% FCF Yield & 5% Dividend
March 9, 2025, 2:02 p.m.
Veeva System (VEEV) Q4'25: Sticky and Independent
March 7, 2025, 11:55 a.m.
Sea Limited FY24 "Evergreen Enterprise"
March 4, 2025, 6:14 p.m.
How Do You Pay Up for Quality?
March 3, 2025, 12:48 p.m.