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Broadcom (AVGO) has been occupying the top general spot since inception, sitting pretty at the top for the past 14 months. During my last update, the 5 “generals” list is: TTI’s 5 Generals Broadcom (AVGO) Alibaba Group (BABA, 9988) Rocket Companies (RKT) Pershing Square Tontine Holdings (PSTH) Still interviewing applicants Over the past 3 weeks […]
1st up, can you guys go watch this video that I took a few days ago, watch it, and tell me (if u know), what exactly are the bots or people behind the bots hoping to accomplish by doing this? (Sorry about the ticking sound, didn’t realize my study room clock is so noisy in […]
We witnessed a mini bloodbath in the global stock markets in the past one month – particularly so for counters listed on NASDAQ as a result of the tech sell-off; attributed to the recent announcement of treasury yields and Powell’s speech. Take a look at the NASDAQ Composite (IXIC) below: The index dipped to its […]
“大难不死,必有后福” = “If you survive a major calamity, you’d certainly have great fortune subsequently” ThumbTack Fund (TTF) was incepted at the beginning of Feb 2020, right before the pandemic became a real thing. On the very 1st month in Feb 2020, the fund got a -29.59% hit, and this was followed by another bright red […]
I hosted a fellow member of Team ThumbTack last weekend for lunch. It’s been an uber exhausting start to 2021, and also, since it’s going to be CNY soon, I thought we should go somewhere fancy, eventually settling on Cantonese food from Summer Palace at Regent Hotel. Here’s what Michelin 1-star for 3 consecutive years […]
Let me start 2021 off on SG TTI with something fun. On the 1st trading day of 2021, I fired off a mini proton cannon shot at 1 listed company in SGX. Long-time readers would know that prior to that, I don’t own anything on SGX. Not directly in the personal portfolio at least. (Own […]
A reader turned buddy just told me a couple of weeks ago that he quit his job, and will be embarking on the MBA programme at the uber prestigious MIT Sloan School of Management in 2021. He contributed a few articles some years back, so u can read some of his past work here. I’ve […]
1 of the perks I get to enjoy is that on occasion, I get emails from readers all over the world who want to share ideas, discuss philosophy, seek solace, or even tell me stories. I try to reply everything. Today, I’m sharing 1 such investing thesis brought to me by a reader. He’s interested […]
Since my last report, I’ve now added some new fellow ThumbTack mates into the team, not sure what they will be doing exactly tbh, but they seem pro enough. LOL. Certainly more than me at least. Hmm, I should host some get together meet up soon. Tony Stark can’t be fighting Thanos without meeting Dr […]
First up, a bit of a PSA: I’m looking for an administrative partner. Basically, SG TTI is getting enquiries about partnerships and all that, and I’m not good at doing stuff like that, and really have no interest either. If you’re interested, drop me an email: thumbtackinvestor@gmail.com, and yea, if there’s monetary remuneration involved, of […]
