Since Biden was elected, the S&P 500 has traded up 14%. That's the best performance between Election Day and Inauguration Day in history. With a new US president in the White house, what is next for the markets?
Category: Thoughts
Why is Long Term Investing Not Easy?
Long term investing is not easy. Investors are often excited about the magic of long-term holdings and the ease of multiplying their returns. However, why is it not easy to achieve with such a proven investment strategy?
2020 Review, Lessons Learnt, What I’m looking out for in 2021
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’s Listing Suspension – Implications
Ant Group was orignally scheduled to go public on 5th November 2020 but it has announced its suspension. Here are the implications.
Why It’s Time to Invest in China
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.
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.
Portfolio Update.. and is Value Investing Dead?
Portfolio update for 3Q2020
Being A Father
Just some random thoughts on a Sunday afternoon
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)
Moss Piglet’s 2Q2020 Review
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