Visa: War on cash goes on

Visa is one of the larger positions in my portfolio and I bought more shares during the last two weeks because the company's valuation is close to a four year low. Visa is the world's largest payment network and is present in more than 200 countries. Visa should compound at 10% every year because of … Continue reading Visa: War on cash goes on →

Mastercard: Paying up for growth

Mastercard is one of the largest positions in my portfolio so I'm using this market correction to add the stock to my scorecard. This write-up will be shorter than usual because I think the investment case for Mastercard is simple. MasterCard is the world's second largest payment network in the world (Visa is the world's … Continue reading Mastercard: Paying up for growth →

TripAdvisor: Huge travel platform trading at 9% free cash flow yield

I normally don't write about US companies but TripAdvisor (TRIP) was too cheap to resist. TripAdvisor recently paid its first ever dividend, (USD3.50 special dividend) so there's a chance the company could pay dividends in the future. TripAdvisor is currently one of the bigger positions in my portfolio. TripAdvisor is a travel research platform which allows … Continue reading TripAdvisor: Huge travel platform trading at 9% free cash flow yield →

iFAST and Charles Schwab

Charles Schwab history and development hints at a bright future for iFAST, one of the larger positions in my portfolio. Both companies sell funds and stocks at a low price and succeeded in gathering more assets and clients. Take a look at how Charles Schwab has grown over the years. Charles Schwab disrupted the industry by … Continue reading iFAST and Charles Schwab →

SOG 2Q19 results: Patience needed… and a 9 page SOG report!

I have uploaded a 9 page SOG report here on InvestingNote and will be grateful if you can vote for me after you download the report. No one has voted for me yet so I'm hoping everyone can help... I'm planning to donate 100% of any cash prizes to charity and there's a lucky draw prize … Continue reading SOG 2Q19 results: Patience needed… and a 9 page SOG report! →

iFAST Q219 results: Record AUA, Singapore digital bank license bid but lower net profit

iFAST, which is one of my major positions reported a mixed set of results for the second quarter of 2019 but there was some good news too. Assets under administration (AUA) grew 8.5% year on year to a record SGD9.0 billion despite weak unit trust subscriptions. The company's bond business is growing rapidly with bonds … Continue reading iFAST Q219 results: Record AUA, Singapore digital bank license bid but lower net profit →

Singapore O&G’s 2018 AGM

SOG is one of the largest positions within my portfolio so I attended the Singapore O&G (SOG) annual shareholder meeting yesterday. Here are the key highlights: SOG market share for baby deliveries increased from 8.0% to 8.9% in 2018. While Dr Heng delivered the most babies within the group, it was the younger O&G doctors … Continue reading Singapore O&G’s 2018 AGM →