Warren Buffett Doesn't Buy Gold. Over the Past Decade, That Would Have Been a Mistake.
— Unless you could do what he does.
A close friend asked me recently: "How does Glavcot Insights actually help
TAYLOR SWIFT: THE ECONOMICS OF OVER-SERVING
"It is our job to make this look accidental, and it is our job to make this look effortless. I don't think of this as the pieces falling into place. You PUT the pieces where they are."
— Taylor Swift to her dancers and co-performers,The Eras Tour (Taylor's Version) documentary
That stopped me.
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.
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.
