No Fear

In late July, Howard Marks, a highly regarded US fund manager, shared his views on the current market conditions, I strongly urge you to read his entire letter to understand the gravity of the situation, however, I shall share the summary here anyway. In his memo, he shared his observation of the current market conditions […]

Slow Down Take a Breath

Recently, I was at an investors’ gathering where fund managers, investment analysts and full-time investors meet once every two months, and some peers shared with me how they wished they had took their time in deploying their funds when they first started as they would probably have performed better had they bought more during market […]

Special Sauce

The ordinary and simple oyster sauce and soy sauce that our mothers added to their lovingly cooked food to enhance the flavours as we were growing up, the same seemingly boring sauces that were right in front of our eyes that we took for granted for decades. Who would have known that the Lee Kum […]

Scuttlebutt

How can we discover worthwhile companies out of thousands of companies in the world? July 2016, a worldwide phenomenon happened that few people would not have known. You could see people standing around under the hot sun, gathering at cafes and malls, the parks and gardens are suddenly full. That phenomenon, of course, refers to […]

Volatility

In 2015, the Nikkei 225 dropped 13.8% from 20,563 points on 29 May to 17,725 points on 2 October, while the ASX 200 dropped 12.8% from 5,777 points on 29 May to 5,040 points on 4 September. In 2016, the Nikkei 225 index dropped 14.9% from 17,572 points on 22 April to 14,952 points on […]