In my last post, I talked about Goldman Sachs’ research report. The report indicated that the software sector was at the bottom of their list in terms of capital intensity. The report had good analysis and sound logic. But to…
Goldman Sachs published a research report on capital intensive vs ‘capital light’ businesses on 24 February 2026. The full 23 page research report can be found here, but I will summarise in plain simple English for my readers. This article…
Few days back I bought another stock, the Postal Savings Bank of China (PSBC). I posted trade on my Red Note (Xiaohongshu) and there were readers asking if I could share the logic behind it. Today we will look at…
To many students and families, studying overseas is a very expensive venture. In the past, an overseas education is a glorious thing. People come back with good jobs. But as with monetary inflation, education has also seen a rise in…
Ever since Trump campaigned for his second term, crypto has always been on the table. However, crypto price died down for a while after Trump’s victory in the elections, went for a bull run and die down again now. As…
Fu Shou Yuan is a funeral service which I invested in since last year. Despite my confidence in the company, stock prices has been steadily going downhill, causing many investors to lose faith. When prices are good, there are many…
The US dominated the global stage with 3 things – military, currency and media. Of currency, the petrodollar system is the foundation. Oil is to be traded in USD. Countries who require oil to power up their industries have no…
28 May: Bought 5400 shares of Hunan New Wellful at 4.95 RMB per share. 5月28日：以每股4.95人民幣加倉新五豐5400股 27 May: Bought 6000 shares of China Telecom at 5.30 HKD per share. 5月27日：以每股5.30港幣建倉中國電信6000股 27 May: Bought 5000 shares of Zibo Qixiang Tengda at 5.25…
The highspeed railway, more commonly known as the bullet train, is one of more efficient methods of domestic transport if the distance between 2 points is not overly great. In fact, there are many instances when the highspeed railway is…
It is better to work with someone you dislike but has credibility, rather than someone whom you like but do not have credibility – this was what I have been taught since young. For the past one month, I have…