Category: ThumbTack Investor

TTI’s Portfolio Results – FY17Q2

Before we know it, it’s the halfway mark of FY17 and it’s time for the customary crunching of numbers to see where TTI stands, relative to the general market. To summarize: Not too good. STI ETF’s figures are kinda crazy this year, and although in recent weeks STI is showing some weakness, on an annualized […]

Geo Vs GEAR! + Options Update

There hasn’t been regular updates as this is traditionally a really busy time of the year for me, work-wise. School holidays + everyone wants to get work done before going for summer vacations. In fact, I too, am planning my CNY getaway next year right now as we speak. (Just inserting a random summer vacation […]

Guest Post By InvestingNote: Will QAF rise again?

I was asked by InvestingNote if they could do a guest post on QAF. I always appreciate the effort put into well researched pieces, so why not? The article below comes from Calvin Wee, whom I’m told, is a new hire at InvestingNote. I guess we’d see more such articles from him soon. Will $QAF(Q01) rise again? Brief […]

BBR Holdings – TTI’s Analysis Of The Latest Happenings

1stly, something unrelated to BBR Holdings. An article in this week’s TheEdge caught my attention: http://www.theedgemarkets.com/article/shareholders-move-oust-usp-chairman-li The physical copy of the article has the said activist minority shareholder, Joshua Huang’s photo. It caught my attention as Joshua is my school mate back in NJC, almost 2 decades ago. We used to run and train together […]

Bonus From Flyke (!!!) + Results From Enhanced Options Strategy

Some time ago, I wrote about a failed investment I made – Flyke International: Lessons from a failed investment – Flyke International Holdings Do read the previous post for some context. This particular example is a great example for typical value investors to learn from. Flyke (HK listed) was trading at crazy low valuations, backed […]

TTI Portfolio Updates – April 2017

If there’s 1 thing I’d like to have right this instant, this is it: HUGE grass patch just beside the driveway for the kids to run around and for me to do a little kick around too. (There’s a goal post at the side, not seen in the photo) Ah. Simply next to impossible in […]