Saturday, April 29, 2017

Next Talk : Investing with Less Stress. ( 18th May 2017 )

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Ok, it's time to start promoting our next talk again and this time round, we're happy to say that we're back to talking abo...
Thursday, April 27, 2017

Equity Management #10 : Example on how a market neutral portfolio is constructed.

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This is for the benefit of some readers who want more information on market neutral portfolios. Right now, I still have no idea how a reta...
Tuesday, April 25, 2017

Random musings about Bangkok.

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This is not a lifestyle blog but I spent the last 3 days in Bangkok in a fairly intense but fun trip. Here are some random thoughts from m...
Friday, April 21, 2017

My JD aftermath #1 : Was it worth it ?

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Ok, I've got sometime to blog before I head to Bangkok over the weekend for some serious shopping and eating. A couple of days after m...
5 comments:
Wednesday, April 19, 2017

Equity Management #9 : Long-short equity investing.

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For the next few years, I will be stretching myself beyond the usual yield investing which has been instrumental in allowing me to reach thi...
2 comments:
Monday, April 17, 2017

Personal update - Done with my JD programme ( Hopefully ! )

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And just like that, I completed my final exam in SMU and I guess I would have met all the requirements to graduate with a Juris Doctor ...
Saturday, April 08, 2017

Mystics Secrets of the Eunuch Sorcerer !

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Before I go for my exams and take 10 days off my blogging, I'd just like to address the amazing traction of my Eunuch post by looking...
Tuesday, April 04, 2017

Equity Management #8 : Front-running and factor crowding.

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If you follow this series on my blog, one of things you will realise is that it is increasingly harder and harder to come up with actionable...
2 comments:
Sunday, April 02, 2017

If you're a eunuch, here's how to grow a pair !

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When I left the private sector, I was already financially independent. But I wanted to see if I could get into a career which would stre...
8 comments:
Tuesday, March 28, 2017

Equity Management #7 : Taking on more risk from a benchmark portfolio.

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Most investors are normally fixated at their returns from ordinary asset classes. You take on the risk of equity for 8% returns and moderate...
Saturday, March 25, 2017

The Three Faces of Poverty in Modern Life.

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In order to become richer, sometimes it is helpful to understand poverty. When Thomas Piketty published Capital in the 21st Century , ...
Friday, March 24, 2017

Equity Management #6 : A unified approach to engineering portfolios.

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Ok, we're moving into a new section of the book which talks about portfolio management. The basic summary is quite simple - a unified ap...
Thursday, March 23, 2017

Personal Update

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There has been no article on Equity Management last week because I as getting into the deep end of the book which talks about selecting the ...
Friday, March 17, 2017

You don't get to hack the CPF, the CPF gets you hack you !

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Ok, it is time to summarise yesterday's proceedings. In case you guys are wondering, when we conduct our talks, we don't really do r...
9 comments:
Saturday, March 11, 2017

Equity management #5 : The Small Firm Effect

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Some investors like investing in small firms because it is an area where the natural strengths of a retail investor can really shine. Inst...
Thursday, March 09, 2017

FInancial Blogger's CPF Talk : Some details.

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For this upcoming talk , we employed a very lax marketing schedule so right now we are about one week away and we have only 20% of our tic...
Saturday, March 04, 2017

Next Talk : CPF Optimization for Retirement

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You can now start to get your tickets to the next event that is held by BIGScribe. This time I will be joined by superstar financial ...
2 comments:
Wednesday, March 01, 2017

Equity Management #4 : On Market Anomalies

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Market anomalies would not normally creep into a discussion between value investors but their existence demonstrates the possibility of maki...
Saturday, February 25, 2017

The joys of being temporarily Malaysian.

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With the ringgit at an all-time low, I went into Malaysia for a few hours with my mum during my mid-term exams. We did not venture far into ...
3 comments:
Wednesday, February 22, 2017

Equity Management #3 : The Dividend Discount model is overrated

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One of the fundamental building blocks taught in the CFA is the dividend discount model or DDM. In Chapter 4 of the Equity Management book, ...