A successful passive strategy should be a pretty systematic or mechanical strategy. It should have real fundamental ...

My PayPal article was written in 1st Sep 2025 when it was at $70 and today it sits at $44 bucks. So that has not worked out ...

My friend asked if we are headed for a big crash soon. The honest answer is I don't know. Also don't know what is consider big enough. I ate like 30% fall in small cap ...

My Telegram chat was discussing about whether there is a role for small cap value in the portfolio. I think everything depends on your investment philosophy and I can imprint some of mine on you if ...

In my last post about How the Hedged Class of a Japan Fund Result in a 500% Outperformance Over a Non-Hedge One, I was able ...

I wrote about our unwillingness to learn about things, that may eventually be life changing a few days ago and my friend was curious about why the investors in my article would be worry about duration ...

I woke up this morning to prepare breakfast and saw this Derek Pilecki interview about long/short financial investing, regional banks, non-banks and insurance on Value after Hours: Derek runs Gator ...

Here is the update for my Daedalus portfolio for February 2026. If work is not too busy, I will try to provide an update where possible. I explained how I constructed this portfolio in Deconstructing ...

I had an email exchange with my contact at Avantis Investors a couple of weeks ago. He provided some summary update of how the funds have done. I thought I would just list them here for you guy’s ...

My co-worker Jiamin, the Lead for operations and servicing at Havend vibe-coded a tool to help you have a good idea about the healthcare subsidies that you would enjoy as a Singaporean. Jiamin hates ...

As people talk about how AI is going to kill these data-related companies, I saw this chart pop-up in one of our internal discussions: Straits Times index from 2000 to early 2026, overlay with Price ...