A key part of investing is to figure out the positioning and consensus. When it comes to macro overlay, it is a crap shoot most of the time…

This is not a personal recommendation but a friend was raving about it. Thought I should share this. A few months ago,…

Remember this is NOT investment advice. Do your own research. Just sharing some broad brush ideas. Let me outline my hy…

A friend asked me this question.... What to do in Taiwan if one is spending a week or a week and a half there ? It also…

Before we start, something worth pointing out. MV of Chanjet is only Rmb1.2bn. It has net cash of Rmb1.3bn. Basically,…

I came across AALIA while looking for a good Middle Eastern restaurant in Sydney and decided to try it after seeing the…

I came across North Shore Carpentry & Renovations while looking for reliable carpentry services and was impressed by th…

AGR has been a difficult stock to hold. While it has since secured its operating license and is now a producer of phosp…

Here is the story after Towzen. Felt strangely unfulfilled, we stopped by Frango (which was a few doors down). Frango i…

It amazes me how vary ramen can be. When I think of ramen, I just think of the thick creamy broth ramen from Gumshara.…

We were walking around in Chatswood today (Monday). We came across Lily Ice Cream. Same location as former Ben and Jerr…

Where we are (North Shore in Sydney), getting a pink slip/rego inspection is like playing Russian Roulette. I have had…

I have had a great experience dealing with Southline Plumbing and Gas. They are extremely responsive and provide clear,…

If you are thinking how else to make money in Bitcoin, worthwhile to do some work on the miners. To be honest, the list…

This is quite rare for me. I finished this series (10 episodes) in 3 days. The plot is the typical spy thriller. A form…