What I’m watching in 2023 for iFAST, Datadog and Fiverr

Happy 2023! Here's what I'm watching for 3 stocks in my portfolio. . (1) iFAST: Can ePension and UK digital bank deliver record earnings? iFAST is aiming for the ePension segment to see a sharp spike in earnings with the new Hong Kong eMPF system starting operations in 2023. iFAST Global Bank (IGB), the company's … Continue reading What I’m watching in 2023 for iFAST, Datadog and Fiverr

HRnet SIAS interview highlights

Adeline Sim, the Executive Director and Chief Corporate Officer of HRnet was recently interviewed by the Securities Investor Association of Singapore (SIAS). Three things stood out to me: Co-ownership driving growth and cost controlResilient but not recession proofConsistent organic and M&A growth Co-ownership First, HRnet’s co-ownership plans has helped to make the company resilient and … Continue reading HRnet SIAS interview highlights

Why I sold my Tripadvisor shares

I sold TripAdvisor this week for several reasons: Revenue concentrationGoogleSale/IPO of Experiences business Revenue concentration TripAdvisor is still too dependent on Booking and Expedia. Booking and Expedia combined contributed 34%, 25% and 33% of TripAdvisor’s revenue in 2021, 2020 and 2019. New initiatives over the 2019-21 period such as TripAdvisor Plus and display advertisements appears … Continue reading Why I sold my Tripadvisor shares

Why I’m excited about iFAST buying BFC Bank

iFAST has bought a UK digital bank! From iFAST: On 6 January 2022, the Group signed an agreement with its partner, Eagles Peak Holding Limited (“EPHL”), to acquire BFC Bank Limited (“BFC Bank” or ”UK bank”) from BFC Group Holdings (“BFC Group”, based in Bahrain). The Group will have an 85% stake in BFC Bank. … Continue reading Why I’m excited about iFAST buying BFC Bank