Came across this from Jefferies....There will be problems with AI as a theme one day..... Key Takeaways from Meeting with Ex-MSFT AI Expert…

I have held Oracle for well over 10 years. I finally sold last week. Key reason was, in the world of AI, Oracle is beco…

Talk about a roller coaster. Conclusion is Matsa lives to fight another day. Quick recap = 14th September - Matsa annou…

Stock has been weak. Two updates worth commenting. Broadly, these two pieces of news were negative. The investment case…

The stock has been VERY weak so far in 2026. Three reasons: 1) It is seen as a software internet stock - can AI disrupt…

Sometimes, finishing a K-drama can feel like work that never ends. Think East Palace. Spooky is NOT one of these K-dram…

These two articles (BBC + CNBC) are worth a read: https://www.bbc.com/news/articles/c14dpgm0rg4o https://www.cnbc.com/2…

Oracle has been a battle ground stock. The stock halved due to concerns about its balance sheet + very aggressive capX…

If you are thinking about investing in private credit, this article is worth a read: https://www.afr.com/property/resid…

I really enjoyed See You at Work Tomorrow. A warm and fuzzy K-drama romantic comedy. A classic rom-com in an office set…

Yesterday (Sept 26), I FINALLY finished the anime (My Hero Academia). Season 1 was first aired in 2016. Season 8 was on…

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

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,…