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 ...

A successful passive strategy should be a pretty systematic or mechanical strategy. It should have real fundamental underpinnings and empirically proven. It should consider the harsh realities that pl ...

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 ...

I was discussing privately with a Telegram group member who was telling me that he has this wish to buy a couple of universal life policy. Somewhere in the conversation, he asked: “Why would the ...

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 to figure out the difference for such a big performance ...

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 ...