Category: Investment Moats

First REIT Proposal to Restructure Master Leases – Some Thoughts

Yesterday evening, First REIT announced a restructuring proposal with their master leasor Lippo Karawaci. This proposal would still have to be approved by unit holders during an extra general meeting. I am just going to do a short note here. First REIT generally masters lease a portfolio of hospitals bought from parent Lippo Karawaci… back […]

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4 Potential Ways to Estate Tax-Proof Your Investments

If you hold a portfolio of US stocks or the US incorporated exchange-traded funds (ETF), you might want to take note of the potential estate tax implication should you suddenly passed away. An estate tax is a tax on the net worth of an individual above an exempted amount. These taxes are usually levied when […]

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How I view COVID as an Opportunity to Stress Test My F.I.R.E Plan

A couple of months ago, someone asked on Reddit about how our experience these few months living in financial independence. He was also curious if our friends are more open-minded about pursuing financial independence, retiring early (FIRE) than a lot of his peers. That is how I first got to know BOCH. We went out […]

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Preventing Risk of Ruin, Financial Scams, and Lawyer Letter Threats

Yesterday, I watched two videos. One of the videos is on this YouTuber named Rishi, who made a few videos calling out scams. One of the person/company he called out decide to serve him a lawyer letter. So now he has a Go Fund Me campaign to fund his court case because he wishes to […]

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The Average Life Span of Companies is Shorter. This Affects Business Valuation

If you are trying to value a company, the lifespan of a company is rather important. If most of the value of the company lies in the future cash flow or the growth in the future cash flow that the company can produce, then the growth rate and how long the company will survive is […]

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