Investing can test even the best of us and reveal our true temperament. Most ideas may work well in theory or on paper. Rarely do they translate effectively into the real world. Humans are not well-equipped to stay the course when it comes to investing; often our biggest enemy is ourselves. I often notice this… Continue reading
I am optimistic about certain areas, so I thought I would write (a rather longgg 🥱) post about some themes of the next decade and explain thematic investing. Thematic investing has gained significant attention over the past few years, particularly through thematic ETFs. A thematic ETF is a fund that contains a selection of companies… Continue reading
I was swimming when I thought about the similarities between swimming blind in a pool and swimming blind in the stock market. At the time, I was in Kuala Lumpur, where my sons and I love to swim. Since it was a hot day, as it often is in Malaysia, we decided to take a… Continue reading
Being a full-time private investor is no easy feat, and one of the hardest parts is being consistent like clockwork. Many people envision private investing as glamorous, but there are numerous challenges that come with being a full-time money manager. Like many other investors who have chosen this path, I face a variety of obstacles… Continue reading
There’s a lot of information about buying a stock, how to value it, along with countless best-buy lists. However, the actual execution of a buy order is often overlooked, even though it’s a crucial step in the investment process. Many investors spot a potential opportunity and dive in, but the results can be hit or… Continue reading
At the top of every investor’s list should be DYOR, short for “Do Your Own Research,” just like the scholar in the cover picture. Many say that avoiding losing money is the number one rule in investment, a quote often attributed to the legendary Warren Buffet. However, it isn’t exactly a rule because sometimes it… Continue reading
👑 Penelope was the Queen of Saying NO. She was the wife of Odysseus, the Queen of Ithaca, and the daughter of Spartan king Icarious and Asterodia. Penelope is depicted in the cover image rejecting a man who has come bearing flowers. Despite more than a hundred attempts to lure her, Queen Penelope was known… Continue reading
It’s amazing how much time is spent arguing about which investment strategies or styles are better in the investing universe. Like many of you, I’ve heard the long debates about value investing being better than growth, or small-caps being higher risk and therefore not better than large caps. Even long-only strategies are considered the only… Continue reading
😕 What is Decision Fatigue? Decision fatigue is a phenomenon that affects each and every one of us. Every day, we are faced with thousands of decisions, from what to wear to what to eat, which route to take, and so on. These decisions accumulate and by the end of the day, we feel mentally… Continue reading
What is Action Bias? One of the most detrimental biases that can hinder investment returns is the tendency to act for the sake of acting. I have personally experienced the effects of action bias in my business, investing, and personal life. To illustrate the concept of taking action when it is unwarranted, I will share… Continue reading
