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

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

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…

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

We dropped by the new Milson Point swimming pool, following its renovation. First a rant, I am struck by its "new" name…

Something different to do in Taipei - Check out the temples. Apart from praying for divine intervention, temples in Tai…

Came across two articles today. CME is going to launch a futures contract on compute.. https://www.cmegroup.com/markets…

Harrow reported Q2 result... Quick update post Q2.. Few points: 1. If we just look at the P&L, it was ugly. Sales only…

Conclusion is I would hold the position. If your view is AI capX stays strong in 2027, the aggressive move is to add to…

Gold has bounced to around US$4400. The aussie small cap gold miners have been particularly tough in recent months. Sen…

Life is always so hectic. So many things going on. Sometimes, it is good to take a break and slow down and take in the…

The stock has pulled back recently.... Writing up my latest thinking on Matsa. Background and financial Matsa is clearl…