How the embattled property conglomerate got to where it is today
This ended up being way longer than I thought it would be
Interview with Michael Fritzell of Asian Century Stocks
I did a podcast with Compounding Curiosity awhile back, discussing my application of Value Investing to Malaysian markets, and the ASEAN growth story. …
I did a podcast with the FIRL Guys awhile back, discussing my thoughts on Value Investing, Macroeconomics and 2 currently undervalued Malaysian stocks …
DiMartino Booth + McCullough: Fed Policy Mistake? Market Risk RisingUS macro risks discussed: 1) US debt ceiling showdown looming, and Republicans have no incentive to extend the debt ceiling with bad blood from …
Focus on the downside, let the upside take care of itself
Solar is the future of energyBenefits of solar: 1) Practically infinitely scalable unit economics (i.e. efficiency) 2) Localized installation (no need for heavy investment i…
This is going to change the PC world as we know it
Author of the Asian Century Stocks blog
A friend recently asked me to teach him how to analyze financial statements, so we picked a random company that I had never looked at before - and I wa…
Just to be clear, I'm bullish