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…

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…

A friend asked me this question.... What to do in Taiwan if one is spending a week or a week and a half there ? It also…

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…

I have had an excellent experience working with Mop Masters Cleaning, particularly Jack, who is always extremely respon…