Investors of the Roundtable

Singapore's banks are trading at all-time highs! But does that mean they're overvalued, or is there still room to run? In this roundtable, we explore what's driving the strong performance of DBS, OCBC, and UOB, whether investors should continue holding or start trimming their positions, and how to deal with the fear of missing out if prices keep rising after you sell. Most importantly, we explain...

A pay raise should be exciting... but for many people, it quietly becomes the reason they never get ahead financially. In this roundtable, we explore one of the biggest financial mistakes people make after earning more, why it happens so easily, and five money rules to follow so you can avoid falling into the same trap. If you've recently received a raise, expect one soon, or simply want to build...

ComfortDelGro's share price has fallen sharply, pushing its dividend yield to 6.5%. But does this represent a buying opportunity, or are there deeper structural challenges facing the business? In this roundtable, we examine the reasons behind the recent share price weakness, assess whether the headwinds are temporary or long-term, explore why ComfortDelGro has underperformed despite its stakes in...

Can buying property in Singapore with a mortgage outperform investing in the S&P 500? In this video, we compare the long-term returns of stocks and real estate by looking at both unlevered and leveraged scenarios. We examine how HDBs and private condos stack up against the S&P 500, compare IRRs when mortgages, and discuss important factors such as transaction costs, rental alternatives, AB...

SpaceX has become one of the world's most valuable private companies, but does its sky-high valuation make sense? In this episode, we explore the company's remarkable history, break down its key business segments and profitability, assess whether its massive total addressable market justifies its IPO valuation, and discuss what a future listing could mean for ETF investors. We also examine the ris...

Genting Singapore’s share price has fallen 18%, raising an important question for investors: is this a temporary setback or a sign of deeper challenges ahead? In this roundtable discussion, we examine why Genting Singapore has significantly underperformed; why its rival, Marina Bay Sands, continues to deliver stronger results in the same operating environment; and whether Resorts World Sentosa can...

China is tightening regulations on offshore brokerages serving mainland investors. In this video, we examine what these regulatory actions mean for Moomoo and Tiger Brokers account holders, including the potential implications for your assets held through these platforms. We’ll also discuss how the ruling could impact the Hong Kong stock market if mainland investors are forced to liquidate their o...

Microsoft may be undervalued right now — and in this roundtable discussion, we break down why. We’ll examine Microsoft’s valuation chart, why the stock has fallen despite its strong fundamentals, and how AI could shape the company’s future growth. More importantly, we’ll zoom out and explore how Microsoft’s valuation multiple has evolved over the decades — from its “lost decade” to Satya Nadella’s...

In this fireside chat, we share some of our biggest investing mistakes over the years — from buying the wrong companies to overlooking risks and letting emotions influence decisions. We also discuss the lessons we learned from these experiences, how they shaped our investment approach, and what investors can do to avoid making similar mistakes in their own portfolios. All this and more in our late...

In this roundtable discussion, we explain why we’re holding onto more cash right now. We dive into several indicators showing signs of market exuberance, discuss whether Warren Buffett is really “prepping for a crash,” and explain why valuation discipline still matters even in a rising market. We also explore what happens if markets continue climbing, versus how we would respond if a correction fi...

Learn how we analyse stocks step by step — from reading the financials and annual reports to understanding how AI can improve research, identifying key business risks, and calculating valuation. In this video, we walk through the core framework we use to evaluate companies and make better long-term investment decisions. All this and more in our latest episode!

Adobe’s stock has crashed as investors worry that generative AI could disrupt its creative software moat. In this video, we break down the real threats facing Adobe — from AI image generators and changing creator workflows to increasing competition and pricing pressure — and ask whether these challenges are temporary or structural. Can Adobe adapt and emerge even stronger with its own AI ecosystem...

In this fireside chat, we share how we made our first million — including how long it took, the mistakes we made, the lessons we learned, and the strategies that helped us grow our wealth over time. From saving and investing to mindset shifts and financial decisions, we break down the different paths we took and what we would do differently if we had to start again. Whether you’re just beginning y...

In this roundtable, we discuss how to build a stock portfolio that actually fits you — because what works for one investor may not work for another. We break down the different types of stocks investors can own and explore how you might allocate them within a portfolio. We also dive into diversification vs. concentration, how many stocks are enough, position sizing, rebalancing, and when it may ma...

In this roundtable, we discuss the idea behind the “Wealth Ladder” where different levels of wealth unlock different forms of freedom. We break down each stage, debate whether the concept reflects real life, and explore whether it can help people spend more intentionally without over- or under-spending. We also discuss its limitations and share our thoughts on what truly matters when climbing the...

What should you do with your Singtel Special Discounted Shares (SDS)? In this roundtable, we break down how the SDS scheme works, including the new transfer option for shareholders. We also revisit Singtel’s past performance to provide context on where the business stands heading into 2026. From capital allocation and regional growth to valuation and dividends, we assess Singtel’s near-term outloo...

How much do you really need to retire comfortably? In this video, we break it down step-by-step—from estimating your lifestyle expenses and accounting for inflation, to factoring in dividends and CPF payouts. We then bring everything together to calculate your “magic number” so you can retire with confidence and clarity. Whether you're just starting your journey or fine-tuning your plan, this...

In this video, we break down how the Supplementary Retirement Scheme (SRS) can help you save on taxes today while building a long-term investment portfolio. We explore the key benefits, important considerations before contributing, and whether you might end up paying more taxes later on. We also walk through an example of a real-life $545K SRS portfolio and why we prefer a Singapore-focused strate...

In this roundtable, we break down how Trip.com became the dominant online travel agency (OTA) in China, starting with its business model and the key drivers behind its market leadership. We dive into its economic moats, analyze its financials, and explore the outlook for China’s tourism. We also discuss key risks facing the business—including competition, pricing pressure, and emerging trends like...

Is BTO really the path to wealth in Singapore—or a place to call home? In this fireside chat, we break down the reality behind Singapore’s most popular housing strategy, exploring how BTO flats have helped some build wealth, the limitations and risks involved, and whether this approach still works in today’s market. Join us as we discuss real-life examples, key considerations, and how BTO fits int...

How should investors position their portfolios during periods of geopolitical uncertainty like the Iran war? We examine how the S&P 500 has historically behaved during wars, the impact of oil shocks, and what sentiment indicators like the Fear & Greed Index are telling us today. We also discuss what to do if tensions escalate further, the sectors that may present opportunities (and risks),...

Should you be investing in gold? In this roundtable with Lion Global Investors, we break down why gold recently surged to all-time highs, whether it still makes sense to allocate a portion of your portfolio, and the key risks investors need to understand. We also take a deep dive into the LionGlobal Singapore Physical Gold ETF: how it works, where the physical gold is stored, insurance coverage, t...

Singapore REITs have had a roller-coaster ride over the past few years. After struggling through the higher interest-rate environment of 2023–2024, the sector rebounded strongly in 2025 as rate pressures began to ease. In this roundtable, we look at where valuations stand today, and examine whether the outlook for Singapore REITs is finally turning a corner in 2026 as sentiment improves. We also s...

Singapore’s three major banks — DBS Group, OCBC Bank, and United Overseas Bank — have released their FY2025 results, and investors are asking the same question: what comes next in 2026? In this roundtable, we break down the key highlights from their earnings, including net interest margins, cost efficiency, and dividend trends. We also discuss the main risks and opportunities facing Singapore bank...

Many people think retirement is about hitting a big net-worth number, but the real challenge is cash flow. In this roundtable, we discuss why having wealth on paper doesn’t always translate into financial security if your assets cannot generate consistent income. We highlight recent statistics on Singapore households’ wealth and explain why cash flow matters more than net worth for retirement. We...