Dec 23
The Book Value Trap
Why 57% of SGX companies trading below book value aren't bargains—and what metrics actually reveal business quality for Singapore investors.
1 min read
Perspectives
Dec 19
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
9 min read
Dec 12
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.
8 min read
Dec 01
The Ticker Isn't the Business: Why Share Prices Tell You Less Than You Think
Most investors treat share prices like gospel. Down 15% in three months? Panic. Up 20% in a week? Euphoria. But here's what the market won't tell you: the price you see flashing across your screen is determined by less than 1% of the company's shares actually changing hands.
6 min read