Moneyball Series Part 4 – Adapt or Die

Using Moneyball as a reference, I took a dive into why value investing has lost its lustre and how value investors can adapt or die.

Exploring 5G Technology – Looking At The Networking Companies Involved

5G is poised to radically change how people and devices connect. Its high capacity (1Gb per second download speeds), low latency (<1 millisecond), and massive connectivity implications could spark innovation around IoT use cases, drive global connectivity, and could ultimately help economic growth. In this series, I will be exploring 5G cellular technology and what … Continue reading Exploring 5G Technology – Looking At The Networking Companies Involved

Avarga Ltd (SGX:U09) – To Benefit From Crazy Lumber Prices

Avarga Ltd (SGX:U09) is set to benefit from the huge spike in lumber price. Avarga Ltd is an investment holding company and its crown jewel is Taiga Building Products Ltd, a wholesale distributor of building materials in North America. Increase in homebuilding and renovation demand, combined with production cuts due to Covid-19, has caused lumber … Continue reading Avarga Ltd (SGX:U09) – To Benefit From Crazy Lumber Prices

It’s Hard to Measure Management Quality (Revisited)

I have written on this topic sometime last year. https://themosspiglets.com/2019/06/19/the-importance-of-assessing-management-quality/ Last week, we received news about a corruption case involving a former LTA staff and directors from several construction firms. https://www.businesstimes.com.sg/companies-markets/former-lta-deputy-group-director-charged-with-corruption I was surprised at this news especially with the people involved. Mr Henry Foo was once touted as one of the more promising LTA … Continue reading It’s Hard to Measure Management Quality (Revisited)