Category: ThumbTack Investor

Talent Recruitment For Asia Genesis Asset Management!

After a long hiatus, this is probably going to be a short, but I’m pretty sure, a very much impactful post. Some time ago, I wrote a post about a friend, and that post has been viewed umpteen times (like literally tens of thousands!): Lessons From A Super Investor – A Personal Friend Of TTI […]

Best Robo Advisors In Singapore By ValueChampion

I guess I owe Carrie Arndt from ValueChampion an apology. Having agreed/promised to put up ValueChampion’s post on the rankings of various Robo advisors almost 1 month ago, this post is terribly delayed. In fact, this post must come as a surprise to Carrie cos I haven’t replied the last email for weeks, which is […]

Moment Of Silence Please.

I’ve previously written several times about the absurdity of Beyond Meat’s valuations, and what the market thinks the company would do. To Infinity & Beyond? Nah! I’ve also been shorting BYND by selling naked calls on it for the past several months, and BYND has been extremely well behaved, going in an almost linear fashion […]

+1,680% In 4 Years!

No, silly. That’s not my performance. I wish. As my posts get far and infrequent, each would naturally be a mish mash of several stuff that’s unrelated. So, of course, I’d choose the 1 with the most attention grabbing headline. It’s not scammish though… I’m featuring a friend’s performance. More on that later… @Homan (From […]

To Infinity & Beyond? Nah!

Happy Mid Autumn Festival Guys! I’ve come to realize that since my investing thesis on Avenue Therapeutics (Avenue Therapeutics – No Pain, Lots Of Gain?), I suddenly have a band of American readers/fellow investors/subscribers. Apparently, a friend highlighted to me that if you google Avenue Therapeutics, SG TTI’s post on the company is in the […]

TTI’s Portfolio Performance – May 2019 + Avenue Therapeutics Updates

May 2019’s a tough month, and no, there’s no new “Best. May. Ever” series… (Continuation of these:) Best. January. Ever. Best. February. Ever. Best. Mar……….. You Know The Drill! TT Portfolio Performance & Review Like most of everyone else, TTI’s portfolio ROI declined in May, alongside the volatility and market uncertainties from the trade wars. […]

Avenue Therapeutics – No Pain, Lots Of Gain?

In an earlier post, I posted a teaser for a new investing thesis: Best. Mar……….. You Know The Drill! Yup, the numbers look absolutely horrendous: The company has no revenue, and losses are chalking up y-o-y. Balance sheet looks terrible too. Negative equity! Ouch. So why is TTI even bothering to look into this, much less […]

Portfolio Divergence From Benchmarks – Thanks Trump!

The 1 major headline in the past few days has certainly been all about the US-China trade negotiations and Trump’s threat to hike tariffs 2 days from now. In the midst of all the uncertainty, the global markets have been roiled and US markets have taken a tumble this week. Whilst I have not predicted […]

TT Portfolio Performance & Review

Just realized that my last overall portfolio performance update was back in June 2018, and I haven’t been updating it for the past 10 months. The page is now updated and revamped. I’ve added in a line chart of the portfolio size, going back to 2011 since I’ve started tracking. Note that this includes any […]