Hong Kong's Li Ka-Shing is a rags-to-riches story, a self made multi-billionaire extraordinaire, a towering icon in the global business scene as well as a legendary philanthropist. His rise to prominence over the decades is an inspiration to many young entrepreneurs or investors like myself and as such, I decided to read up about his life … Continue reading Li Ka-Shing’s 4 Points for Success!
May 1945. The Soviet Red Flag of the sickle and hammer flew over the Reichstag in Berlin. The guns of war fell silent for the first time since September 1939. As the Allies declared Victory in Europe (VE), Japan remained the sole Axis member to resist the Allied nations (led by the United States and … Continue reading When will the BOJ commit Seppuku?
Throughout the history of financial markets, various colourful and interesting personalities are known to dominate various time periods, appearing as 'wizards' or narrative icons of dominating market trends in those times. Think about the 1980s for a moment. Both Ronald Reagan and Margaret Thatcher were sworn into office in the United States and in Great Britain … Continue reading The “Decade of the Central Banks”
While most people are aware of the huge rise in many commodity prices during the boom "super-cycle" that started at the turn of the millennia, there was one particular commodity that the crowd and mainstream public was unaware of (but nonetheless saw an astronomical rise in prices as well). That commodity is Uranium (U, 92). … Continue reading Time for Uranium to regain its glow?
From the perspective of a long term investor, utilities' stocks are generally viewed as low-risk and conservative investments (not hot or sexy or trendy). Why? Utility companies are capital-intensive, tend to operate under government regulations and licensing (which allows them to enjoy oligopolistic/monopolistic features) and provide services that are indispensable to the well-being of a … Continue reading US Utilities: time to be cautious?
Recent news about Berkshire Hathaway's disclosure of a stake in the world-renowned tech behemoth Apple have sparked the attention of both Wall Street and Main Street; probably because everyone was trying (or considering) to 'bottom pick' Apple's shares after a -18% decline in its share price since mid-April this year. While everyone may be familiar with the … Continue reading Apple’s days of glory may be over
“When I see memos from Howard Marks in my mail, they’re the first thing I open and read. I always learn something, and that goes double for his book” ~ Warren Buffett Howard Marks, investor, co-founder and chairman of Oaktree Capital Management, has compiled his letters, notes and thoughts of investment management over the years … Continue reading The Most Important Thing – A Review