Investors of the Roundtable

Warren Buffett‘s longtime partner Charlie Munger recently doubled his Alibaba position in Q3 2021 according to an SEC filing. In the regulatory filing, The Daily Journal (NASDAQ:DJCO) disclosed that it had bought more shares of Chinese giant Alibaba (NYSE:BABA) with its corporate cash. The Daily Journal uses its cash holdings to invest in equities, which make up a significant portion of the compan...

Squid Game became Netflix's most watched show after it premiered in September 2021, drawing 111 million views and snowballing into a global phenomenon. Interestingly, there are a lot of shared principles between the games played on the show and in investing. In this roundtable, we dive into the similarities between winning Squid Game... and winning the game of stocks. 

We all know we should invest for the long term -- provided that the company you invest in are quality ones that can outperform its competition. However, there will be times when our investments don't go the way we plan. So the question is... how low do you go before you sell? When should we actually sell our stocks and cut our losses?  In this roundtable, we dive into the things you want to c...

SPH's share price rose following Keppel's $3.4 billion privatisation offer. The offer will see SPH delist and become a wholly-owned subsidiary of Keppel. Under the offer, SPH shareholders will receive 66.8 cents in cash, 0.596 Keppel REIT units, and 0.782 SPH REIT units for every share. In this roundtable, we go into details of the deal and what it means for SPH's current shareholders. 

China's largest property developer, China Evergrande, is crumbling under  more than $300 billion in liabilities. After years of ratcheting up  debt to fund expansion, the conglomerate’s financially risky behavior  became too dangerous for authorities to ignore. Its share price has since fallen 81.12% year to date. The question is,  will China Evergrande's collapse trigger a Leh...

For investors who want to grow their money but don't know what stocks to pick, ETFs may be the way to go. An ETF holds different stocks in a single basket, thus offering investors broad diversification over different sectors and markets.  There are over 7,000 ETFs around the world. So the question is, how do you pick the best ETFs to invest your money in? How do you compare and choose the bet...

China has barred online gamers under the age of 18 from playing on weekdays and limited their play to just 3 hours on weekends. This marks a significant restriction on the country's massive gaming industry. Tencent's share price slumped 8.5% during regular trading hours in Hong Kong after the announcement. But the key question is, how will this restriction affect Tencent's growth moving forward? I...

Many people are invested in the U.S stock market because of the number of high-quality listed companies and their growth potential. But did you know that, as a foreign investor, you are liable to pay estate taxes on your U.S. stocks and assets when you pass on? In this week's roundtable, we discuss some of the ways to avoid paying U.S. estate taxes -- especially important if you own a large portfo...

Investing in the right industries gives investors predictability and also presents investors with the opportunity to grow along with market demand. On the flip side, picking the wrong ones can be disastrous and detrimental when it comes to the time spent on research and as well as the opportunity cost.  In this week's roundtable, we discuss some of our favorite industries to look at for growt...

Some investors call them 'super stocks', and some call them growth stocks. Ultimately, multibaggers are stocks that multiply your money many times over. And if you are the kind of investor who likes to look for companies that can multiply your money many times over... this video is for you.  In this episode, we discuss a distinct trait of today's multibaggers. So look out for it the next time...

The Monetary Authority of Singapore (MAS) lifted its dividend cap on Singapore banks (DBS, UOB, OCBC) as the global economy rebounds following gradual re-openings and vaccine rollouts. This also means that the dividends from the three banks are now back to pre-pandemic levels -- if not higher. In this episode, we talk about the current financial status of the three Singapore banks, their upside mo...

Chinese tech stocks had their worst month since the Global Financial Crisis after investors dumped shares following a regulatory crackdown by Beijing. Likewise, China took a stand on its own education industry, forcing tutoring companies to go non-profit. Property management stocks fell too as Chinese regulators said they wanted to “improve order” in the market.  So the question is... is this...

Some of the biggest tech stocks in China, including Tencent, Alibaba, Baidu, and Meituan have tumbled in the Hong Kong and U.S. markets since their February highs amid the Chinese government's regulatory crackdowns. With major funds dumping the shares, Tencent Holdings had its biggest drop in nearly a decade, while Alibaba slipped below its November 2019 Hong Kong IPO price of HK$176. In fact, all...

The Federal Reserve raised its expectations for inflation early this year and brought forward the time frame on when it will next raise interest rates. Here in this episode, we discuss the possible concerns about rising interest rates, how it impacts your investments, and what stocks to look for in an interest rate rising environment.

Robinhood is a zero-commission trading platform that allows investors to buy and sell stocks in the stock market. Robinhood plans to go IPO at $40 billion dollars and their shares could start trading on the NASDAQ as soon as July 2021. Here in this podcast, we discuss Robinhood's upcoming IPO, its growth potential, the risks to look out for, as well as how to value this company.

DiDi is China's largest vehicle for hire company with over 550 million users. Unfortunately, just days after its IPO, Chinese cybersecurity regulators said the ride-hailing giant violated laws on collecting and using personal information and ordered online platform not to offer DiDi's app. While this doesn't affect existing users, it prevents new users from downloading the app. As of today, DiDi's...

We know that when it comes to investing, quality is better than quantity. Finding quality companies is key to investing success. In fact, if you are looking for companies that can give you double your money multiple times over without losing sleep, you have to look for companies that have a distinct advantage over the market place. In this episode, we discuss one such advantage to look out for the...

Amazon.com, Inc. is the largest e-commerce company in the world today. Apart from e-commerce, the company also has other business segments such as cloud computing, digital streaming, and artificial intelligence. In this episode, we discuss the business model of Amazon, how it has performed so far, its financial results, and the latest happenings with the company recently.

Peter Lynch is one of the most successful and well-known investors of all time. He managed the legendary Magellan Fund at Fidelity and made an annualized return of 29.2% over 13 years. That's more than twice what the S&P 500 earned during the same period. Peter Lynch has famously segmented companies into 6 broad categories, each requiring different strategies and valuation methods. In this rou...

There’s no better time to invest in your future than in a market crisis. Rather than buying speculative "growth hypothesis" stocks that are not making money, we choose to focus on companies that are profitable even during the pandemic.  And if you know what you are doing, you will not panic when the stock market turns against you.  In this episode, we talk about the our public stock pick...

Under its restructuring proposal, Singapore Press Holdings' media business will eventually be transferred to a not-for-profit entity for a nominal sum. This will be a newly formed public company limited by guarantee, or CLG. What does this mean for SPH and its current shareholders. Will the restructure transform SPH's business? At this roundtable, we talk about the possible future of SPH, its valu...

The SPY tracks the S&P 500 and is an index fund that's made up of the 500 largest companies on the U.S. stock exchanges, whereas the QQQ is an ETF that is composed of the 100 largest non-financial companies traded only on the NASDAQ stock exchange. If you were to pick one, which will you pick? Which one is a better ETF to invest in when it comes to growth and stability?  At this roundtabl...

Before he lost it all, Bill Hwang was the greatest trader you’ve never heard of. Starting in 2013, he parlayed more than US$200 million left over from his shuttered hedge fund into a mind-boggling fortune by betting on stocks. Had he folded his hand in early March and cashed in, Hwang, 57, would have stood out among the world’s billionaires.  And then, in two short days, it was all gone... At...

Grab Holdings, Southeast Asia’s largest unicorn, will go public in New York via a merger with one of Altimeter Capital Management’s SPACs in a deal valuing the app at US$35 billion. In this video, we discuss Grab's business model, their growth prospects, and if their upcoming IPO is attractive.

CapitaLand is proposing to restructure its business model and split its business into two entities.  Its fund management and lodging business segment will be housed under the new CapitaLand Investment Management (CLIM) and will be listed on the SGX. It's development arm, however, will be taken private and off the exchange. At this roundtable, we discuss what this means for CapitaLand sharehol...