I wanted to leave some short notes on Avarga Ltd(Ticker: X5N) in the public just in case I need to search for it. I don’t ...

My friend Ser jing, portfolio manager at The Compounder Fund, shared a part of this Jaime Dimon interview at Acquired that explains the essence of ...

The First Vital Steps in Deepening Your Connection with Clients Who are Successful Investors Themselves.

Portfolio Change Since Last Update The portfolio was valued at $1.476 million at the end of June and is at $1.526 million at the end of July. We reported a portfolio change of $50,000 for July 2025.

So apparently in the midst of my hectic work, there is this Astrea PE (private equity) bond that is issued. Azalea Investment, which is under … ...

June’s spending is higher than normal because of a health checkup and paying off income tax in one big shot. The Essential Inflexible Spend I wrote about my essential inflexible spend here in this ...

I did not have a good week at work. Whenever I struggle with work and have no one to confide to, there are usually some random thoughts. Sometimes they just keep repeating and repeating. This is when ...

The fund invest in the smaller, mid-sized companies so the right benchmark might be the Russell 2000 index, which is a blend of the 2000 smallest companies in the US. But it is also right to assess ...

If you want to trade these stocks I mentioned, you can open an account with Interactive Brokers. Interactive Brokers is the leading low-cost and efficient broker I use and trust to invest & trade my ...

Dan Rasmussen over at Verdad Capital has a pretty good article providing a different view on the “no/low volatility” of private equity. When you have private equity biased firms saying that the ...

“Yong Cheng, do you think I have enough money to spend for the rest of my life?” This question came from a client of mine—a 70-year-old semi-retired doctor who has properties worth more than $10 ...

The market is a weird beast to figure out. But one of our biggest challenge is helping our clients frame this weird beast in different ways. Most people would kind of thing that I know a lot of things ...