Category: ThumbTack Investor

TTI’s Short Hedges

Since my previous post on Dutech (Dutech Holdings FY17’s AGM), the company has released it’s FY18Q1 results and I’ve had time to peruse it. I feel pretty much  vindicated, although the headline news don’t quite describe it as such. Anyway, maybe I’d write about some new findings in the next post. Of late, markets have […]

Dutech Holdings FY17’s AGM

1stly, something unrelated to Dutech Holdings. I drove down to BBR Holding’s project, The Wisteria to take a look today. Kinda disappointing that the project is taking so long to TOP. I was informed by sources a few months ago that it’s slated to TOP in mid April. So, obviously, they’re late, cos today it […]

Convertible Bonds + Bye Bye LTC!

Zero posts in the past few weeks, and for good reason too. Phew. I’ve been busy working on the convertible bond offering, and finally, I’ve some tangible results to show for it. As I was discussing with a friend, life is really funny sometimes. Sometime ago, I was looking for potential co-investors and not getting […]

1Q 2018 Report Card

1st up, I’d clarify, as I’ve always done so for previous quarterly report cards, that I track returns using XIRR. So this means that the time value of cash is taken into account in the results, but it also skews the annualized XIRR figures for now, as it’d assume the exact same rate of return […]

An In-depth Look Into Volatility By TTI

I swear I did not time this article. LOL. Barely 6 weeks past the previous armageddon scenario with VIX going ballistic, it seems like everything’s beginning to repeat itself. In the previous post (The Big Short: TTI’s Version. But Where Are My Millions?!), I wrote about my personal experience. Since then, I’ve spent the past […]

The Big Short: TTI’s Version. But Where Are My Millions?!

SG TTI has a new feature! Right there, at the top bar, under “Latest Corporate News” will be a newsfeed, run by PRNewswire Singapore. Check it out. It’s not very user friendly right now though tbh, I’m not sure if they can incorporate it into the side bar or something, so that it’s constantly running. […]

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 […]