Reading Ownership Composition: Advanced Insights
This is Part 2 of a two-part series on ownership structure. In Part 1, we explored why ownership matters and introduced three foundational signals every investor should evaluate. Here, we dive deeper—examining how ownership dynamics evolve over time
Why Ownership Structure Matters More Than Most Investors Realize
This is Part 1 of a two-part series exploring how ownership structure shapes investment outcomes. In this first part, we'll establish the foundational framework—why ownership matters, the spectrum of ownership structures, and three key signals every investor should evaluate.
The Hour Glass Limited (AGS.SI): Gatekeepers of Time, How a Family Retailer Built a Luxury Moat Piece by Piece
A family-owned gatekeeper to the world's most exclusive timepieces across Asia-Pacific — holding authorized dealer relationships with Swiss luxury brands that most retailers can't access...
Warren Buffett Doesn't Buy Gold. Over 10 Years, That Would've Been Wrong
Gold outperformed the S&P 500 over the past decade (2016 - 2026).
Buffett still wouldn’t buy it—and
The Ownership Blindspot
Years ago, I found stocks that looked perfect on every screener. 12–15 P/E. Decent returns. Stable earnings. But
Who’s Rowing The Boat
When analyzing stocks, most investors check who owns the majority. Few check what those owners are doing with that control.
Why Share Prices Mislead Most Investors
Most investors treat share prices as verdicts on the business. They’re not.
The price you see is simply the
