Sunday, November 16, 2025

Videos for the upcoming week

I don't have a lot to talk about this week, but I did manage to create videos for the entire week.

Firstly, I will discuss the latest attempts by Dr Koh Poh Koon to compare CPF-Life with rental income from a piece of property this weekend. I think Dr Koh means well, but there's a better way to present this piece of information:


On Tuesday, I will take a brief look at Bumitama Agri. There will be a torrent of shallow dives because I'm building an OpenAI agent to automate research for me, and the agent needs tuning. Once it is mature, I will share it with students of my Early Retirement Masterclass. 


On Thursday, we will explore a deep value strategy involving Negative Enterprise Value as featured in this week's The Edge magazine. Using Quants Cafe, I refined the approach to generate superior performance. The final form may be taught during the December run of the Early Retirement Masterclass.



Finally, over the following weekend, we will review Yong He Eating House's offer to sell their business for $300,000 and discuss how to approach it. 


A significant portion of the R&D work I do for my Early Retirement Masterclass is now being featured in my videos. The age of AI will have a profound impact on this business, and my tools and techniques must be updated to reflect this new reality.

You can come for a preview by following the link in the sidebar of this blog.


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