The most basic rule of business is to “Do It Yourself”. Consider this company, “Company Gummy“, at the height of its business, they faced a critical point where expanding to a new product segment is paramount to its growth. (Consider the likes of Computer companies evolving into producing Laptops from the Desktop era, if they […]

The Long Way, Faster

Shareholders were swooned by the CEO’s charisma, obvious capabilities, and high ambitions – surely the perfect concoction for a winning investment? Q1) Does a dominant market share mean a business has a strong moat and is infallible? Q2) Does having the courage to expand overseas mean a business has a long runway to grow? Healthcare […]

Blessed to Serve

Over the first weekend of 2019, we successfully concluded our Lifelong Assets Class! We are highly blessed to be of service to our community. May we all shine our light ever brighter this 2019! We are humbled by our friends’ continued support despite their deep investing experience – this is a class that caters to […]

Flavour and Fervour of Life

Have you ever wondered why a “common business” that serve “common dishes” can thrive? By conventional wisdom we may say that these businesses have no “economic moat”. In theory that seems true. In practice, however, we see some “common businesses” thrive while some others do not. How is it that locals willingly pay a premium […]

Megatrends – An Alignment of Sorts

Natural alignment of Regulus, Mars and Saturn. Credits to Richard Mccoy and Universe Today. Here at Light Asset, our focus is on realising the human potential by investing in businesses that truly add value to society. Healthcare Comforter is showing the exact signs of Uniqlo (Fast Retailing) before their overseas sales grew ten times in […]