Ready money is one of the most valuable asset in the world. Especially when the world is in turmoil. But
Continue readingCategory: General Investing
All I Want to Know is Where I’m Going to Die, So I’ll Never Go There
This is one of my favorite quotes from Charlie Munger, “All I want to know is where I’m going to
Continue reading
Resorts World Manila (RWM) to Delist
“The conversion from a public entity into a private company will allow the Company to timely address evolving market demands
Continue reading
I Started an Investment Fund
It was at the dinner table, we ate at the nearest Shakey’s Pizza restaurant to celebrate my brother-in-law’s 37th birthday.
Continue reading
Why is Jollibee Falling? Coffee Bean and Tea Leaf Acquisition
Jollibee is one of those strong brands in the Philippines. It is said that it is the only fastfood chain
Continue reading
Think Down. Not Up.
Value investing is thought to be a loser’s game. In tennis, we have a winner’s game and loser’s game. A
Continue reading
Why the Philippines only have 200+ Public Companies?
A foreign investor asked me, “Why the Philippines only have 200 or so public companies?”. He has asked a lot
Continue reading
Great Companies Can Be Bad Investments
Its 1:20 PM in the afternoon and I’m looking at the ceiling. Trying to make sense out of all this,
Continue reading
Sometimes You Get Lucky (Update on PHEN)
Hey there. Last week, I got married. Yes, that’s the reason for a lack of update on this blog. After
Continue reading