2020 is the year of COVID-19, a year of uncertainty, and changes happening at a fast pace. It offers several interesting lessons for me. Portfolio Performance My portfolio returned 55.96%. With a bit of luck, I managed to turn it around after that disastrous first half of 2020. At one point I was down 25%. … Continue reading 2020 Review, Lessons Learnt, What I’m looking out for in 2021
Ant Group was orignally scheduled to go public on 5th November 2020 but it has announced its suspension. Here are the implications.
Here I explore a few reasons why I decided to turn my attention to the East and start my investment journey in the China market.
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.
Portfolio update for 3Q2020
Just some random thoughts on a Sunday afternoon
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)
What an unbelievable first half of 2020! After a disastrous 1Q, we have seen some sort of recovery in the markets this quarter and now we are currently seeing mixed performances as the markets begin to digest the numbers coming out from 2Q2020. Countries all over the world are starting to open up their business … Continue reading Moss Piglet’s 2Q2020 Review
This was what someone told me after I joked that I had taken profit from a position way too early and that the stock price doubled after I sold. Aside from the fact that I was quite taken aback when this was supposed to be a light hearted conversation and he went all “serious mode” … Continue reading You Lack Conviction
I started working from home this week, after my government finally issued the circuit breaker and stopped all non-essential business. For someone like me who is in the construction industry, working from home is near impossible. I mean, no work on site equals no progress and therefore no revenue. Furthermore, there is only so much … Continue reading Half Will Be Wrong, The Other Half Lucky