Previously, I posted that I would leave a tiny stake of CrowdStrike to keep myself posted…
Author: Robert Thomson
Investing Opportunities in Singapore Semiconductor Companies: A Return to UMS Holdings
For the past few weeks, I took some time to digest the latest results of AEM…
AEM’s Sharp Decline: Why I am Holding on to My Shares
The dust has settled and the initial shock from knowing that its 1H2024 net profit plummeted…
Micro-Mechanics FY2024: Recovery Prospects and Dividend Sustainability
It has been a tough two years for Micro-Mechanics Holdings Ltd (SGX: 5DD). Slowdown in the…
Asset Allocation – How Much to Invest in Stocks?
“The asset allocation decision is one of your most important investment decisions.”– Introduction to Personal Investing,…
3Q 2024 Dividends Increased by 33% YOY
It’s near the end of the reporting season for this quarter. These are the remaining companies…
[Update] Mapletree Logistics Trust and Mapletree Industrial Trust Dividend Reinvestment Plan
I received both the physical notice of election (NOE) forms last evening. Mapletree Logistics Trust (SGX:…
(PSA) Mapletree Logistics Trust and Mapletree Industrial Trust Dividend ReInvestment Plan (DRP) Physical Forms Gone Missing
Thanks to Happily from InvestingNote, I was reminded that the deadline to submit the DRP form…
David vs Goliath: The Trade Desk’s Rise to Power against Ad Giants Google and Facebook (on The Smart Investor)
If you had invested in The Trade Desk (NASDAQ: TTD) IPO in 2016 and held it…
Portfolio Performing Well Despite Market Ups and Downs
The sharp drop in the market at the beginning of August is already a distant memory…
Arista, Intuitive, and Shopify: My Top 3 US Stocks Continue to Shine
While US stocks constitute less than 30% of my overall portfolio, they currently account for a…
Income Portfolio Quarterly Review: Singapore Banks, S-REITs, and Cash Generators
Last night release of HRnetGroup Limited’s (SGX:CHZ) 1H 2024 results marked (almost) the end of this…