A Retail Investor's Chronicles

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October 2024

Investing Reminders - Culinary Class Wars
Who would have thought I became inspired by the chefs from a Netflix reality Battle-Royale cooking show?
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JP
When quality over valuation can be murky
Quality over valuation has always been the tenet of successful investing. But what if there are 2 companies with comparable qualities and significant…
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JP
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TSLA Robotaxi 10.10: Is this finally it?
For a man who has a knack of overpromising and over-breaking them, is this finally the promise that would absolve all the broken promises?
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JP

September 2024

Linde plc: Part 3 - The valuation & my strategy
Deriving Linde's valuation and my strategy
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JP
Losing Trade Series 1: Closing off my rookie mistake long position after holding it for close to 10 years.
There was a time where I was naive - thinking that the largest steel mill in Malaysia has prospects in a protectionism industry
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JP
Post-Mortem Series 1: Reviewing Sim Leisure after 8 months (+90%)
Sometimes blanket statements like "business got no moat" and "currency risk" make investors miss out investing gems
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JP

August 2024

How I Played Pokemon Is How I Invest
I found it fascinating that how I played Pokemon links back to how I invest
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JP
Linde plc: Part 2 - The financials & competitor comparison
How an evergreen business financials look like
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JP
1 million in cashflow hits different than 1 million in asset worth
Cashflow, and not cash, and not a million's worth in Magnificent 7, is king
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JP

July 2024

Renewable Energy & Hydrogen Notes
A brief industry insights on hydrogen & the renewable energy landscape
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JP
Linde plc: Part 1 - The business
My memory with Linde stretches way back to 2007. Here's why I am talking about it again 17 years later
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JP
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