Category: ThumbTack Investor

Evidence Based Investing – TTI’s Case Reports

In medicine, clinicians have to practise evidence-based medicine. What does that mean? It means you can’t just carry out a procedure or a treatment, based on your mood, your personal beliefs or what you personally think will work, even if you have strong personal grounds to believe it’d work, or even if you have good […]

Experts In WEF Davos + Updates On Shinsho Corporation

I’ve been getting myself updated with the views (At least, the publicly stated ones) of experts attending the World Economic Forum in Davos. Not sure why it’s always held there. It looks terribly cold. How to think? LOL. Several years ago, I was stuck in Switzerland for an entire month, and I used that time […]

What A Start To 2018!

The markets are just going crazy! It’s only been 11 days into the new year, 8 of which are trading days, and SG TTI’s portfolio has gotten an explosive start to 2018, like Powell getting out of the starting blocks for the 100m. (I’d use Usain Bolt, but he’s not known to be an explosive […]

Ding Ding Ding! Closing Bell To 2017. Results Are In!

Bye Bye 2017. As I turn my back on 2017, I can’t help but think that its really been a bittersweet year. Dunno if I should be happy or disappointed. My benchmark has always been STI ETF. The rationale is that if over the long term, I can’t beat a passive, idiot proof way of […]

Options Records In Oct & Nov 2017

It’s been a very very busy period for me, and I’m juggling many balls at once. So I shall take the easy way out and just cut and paste my options transactions in the past 2 months. Anyway, I am also genuinely interested to know what’s the cashflow like for the past 2 months. I […]

TTI’s New Core Position: Shinsho Corporation & Kobe Steel

Traditionally, towards the end of the year, me and my wife would discuss travel plans for the next year. We each get to choose 1 destination, and we’d fill in the spots with nearer, easier to get to places as and when time (and mood) permits. Here’s my pick for 2018: Make a guess where […]

TTI Is Banking On The Eighth Wonder Of The World

It’s funny how my portfolio updates and performance tracking posts generate so many views. It really is. It takes me minimal time to write up those posts, since I track the returns on my own anyway, so it’s just cutting and pasting. It doesn’t take much effort to pen my thoughts either since I’m very […]

TTI’s Portfolio Updates – November 2017

October 2017 was a busy month for me, in terms of portfolio changes. I made 2 complete divestitures, and feel really good about them. This is just a quick update, and some of my accompanying thoughts as we go into the earnings season next week. 1. LTC Corporation I currently own 240,000 shares. LTC did […]