These two articles (BBC + CNBC) are worth a read: https://www.bbc.com/news/articles/c14dpgm0rg4o https://www.cnbc.com/2026/09/11/chinese-ai…

Oracle has been a battle ground stock. The stock halved due to concerns about its balance sheet + very aggressive capX…

This is a truly rare recommendation from me. Background is I have never cooked in my life. I can "cook" instant noodle…

If you are thinking about investing in private credit, this article is worth a read: https://www.afr.com/property/resid…

I really enjoyed See You at Work Tomorrow. A warm and fuzzy K-drama romantic comedy. A classic rom-com in an office set…

Yesterday (Sept 26), I FINALLY finished the anime (My Hero Academia). Season 1 was first aired in 2016. Season 8 was on…

A key part of investing is to figure out the positioning and consensus. When it comes to macro overlay, it is a crap sh…

Remember this is NOT investment advice. Do your own research. Just sharing some broad brush ideas. Let me outline my hy…

Before we start, something worth pointing out. MV of Chanjet is only Rmb1.2bn. It has net cash of Rmb1.3bn. Basically,…

I came across AALIA while looking for a good Middle Eastern restaurant in Sydney and decided to try it after seeing the…

AGR has been a difficult stock to hold. While it has since secured its operating license and is now a producer of phosp…

Here is the story after Towzen. Felt strangely unfulfilled, we stopped by Frango (which was a few doors down). Frango i…

It amazes me how vary ramen can be. When I think of ramen, I just think of the thick creamy broth ramen from Gumshara.…

Our accountant for years retired last year. It was a scramble finding a new accountant. After talking with several acco…

We were walking around in Chatswood today (Monday). We came across Lily Ice Cream. Same location as former Ben and Jerr…