A Retail Investor's Chronicles

Is TSMC still a buy at $300 per share?

Stock is up +47% YTD. But is it still undervalued given the AI tailwind?

Nov 24 • 

JP

October 2025

The Incomplete Almanac of Listed Pharmaceutical Companies

There are just too many listed pharmaceutical companies available for a stock investor to pick one. That's why I came out with a brief summary of a…

Oct 6 • 

JP

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September 2025

Cal-Maine Foods, Inc: Part 3 - The valuation & my strategy

How cheap is it cheap enough to buy this company?

Sep 17 • 

JP

Cal-Maine Foods, Inc: Part 2 - The financials

The profitability of the shell egg business is razor thin. Or it isn't?

Sep 11 • 

JP

Cal-Maine Foods, Inc: Part 1 - The business

Don't put all your eggs in one basket they say. Problem is, do we have eggs in our portfolio in the first place?

Sep 8 • 

JP

July 2025

Bumitama Agri Ltd: A Dividend Growth Player Worth Looking at?

I never really liked companies operating in the commodities segment as crop yields could be affected by weather which is unpredictable. But why am I…

Jul 14 • 

JP

1

June 2025

We could have been valuing Singapore Banks wrongly all these years

The rule of thumb of buying banks only at 1.0x price to book value might have caused us waiting for a miracle that does not materialises often

Jun 9 • 

JP

1

May 2025

Inditex S.A.: Part 3 - The valuation & my strategy

Many know the fair value of a Zara dress. But what's the fair value of the company stock

May 26 • 

JP

April 2025

Inditex S.A.: Part 2 - The financials

Can a fast fashion business be profitable, generates cash and has spectacular balance sheet?

Apr 16 • 

JP

Liberation Day Bomb: A Tariff Barrage

I am not going to pepper you with economic jargons, but hopefully from a common sense point of view, you get to judge the whole big picture yourself

Apr 7 • 

JP

March 2025

Tesla = Wile E. Coyote?

As in, just like that coyote that always runs into a fake wall while chasing BYD

Mar 20 • 

JP

Inditex S.A. : Part 1 - The business

The fast fashion business is ever evolving. So why am I spending time on a company that can be easily crushed if competition is faster?

Mar 15 • 

JP