🎤Jeremy Tan:The Evolution of Investing — From the “Old Testament” to the “New Testament”

Topic: Paradigm Shift in Value Investing ∙ Practical Mastery of Industry Insight ∙ Building a Crash‑Resilient Investment System

Speaker: Jeremy Tan

Jeremy Tan, Investment Representative at Tiger Brokers (Singapore) $Tiger Brokers(TIGR)$ , as he shares how these concepts relate to modern market mechanics, including position sizing, catalysts and options. He will also bring you through the Barbell portfolio approach in global and Singaporean markets, alongside analytical frameworks used to assess global equities and the broader SEA small-cap market.

Jeremy Tan is a CFA charterholder with over 25 years of hands-on experience in equities, futures trading, property development, and business growth. Having managed portfolios through multiple market cycles — from the Asian Financial Crisis to today's AI boom — he has a proven track record in both rising and declining markets. A sought-after speaker at SGX derivatives workshops in Singapore and Taiwan, Jeremy is fluent in English, Mandarin, Hokkien, and Cantonese, and brings deep expertise in Southeast Asian markets, value investing, and tactical trading.

Read more>>

• Jeremy Tan: From "Old Testament" to "New Testament": The Evolution of Value Investing

• Investor's “Invisible Superpower“: Use Your Industry Nose + Stage Analysis to Catch a Next Pop Mart

• Survive First, Profit Later: Building a "No-Crash" Investment Discipline and Portfolio System

I. Opening: Value Investing Is Not “Archaeology”, It Is Evolution

Jeremy opened with a thought‑provoking question:

“Many people treat value investing like archaeology — digging through old financial statements and hunting for undervalued stocks, as if the more old‑school your approach, the more authentic it is. But markets have long evolved. Have your methods kept up?”

He summed up his decades‑long investment framework as an evolution “from the Old Testament to the New Testament”. This does not mean rejecting classic wisdom, but building new capabilities upon it.

II. Module 1: The “Old‑Testament vs New‑Testament” Debate in Value Investing

Jeremy used a vivid analogy: The Old Testament is Graham’s survival manual for the Great Depression era. The New Testament is Buffett’s compounding playbook for an era of abundant liquidity.

🎙️ On‑site Quote: “Graham teaches you how to avoid starvation. Buffett teaches you how to thrive. Both are valid, but do not navigate 2026 with a 1930s map.”

Jeremy emphasized that the New Testament does not ignore valuation. Instead, valuation anchors shift from book assets to future cash flows. This raises the bar for investors: you must understand not only finance, but also industries and business logic.

III. Module 2: Investors’ Hidden Superpower — How to Spot the Next Pop Mart

An audience member raised a straightforward question: “Pop Mart has surged tremendously. How can I spot similar opportunities early next time?”

Jeremy’s takeaway: Those who trade off candlestick charts usually end up buying the top. Those who leverage industry insight capture the real gains.

🔍 His four‑step industry‑sensing checklist:

1. Generational consumption shift: Who is spending money?

“Gen Z skips home and car purchases, yet spends heavily on emotional value. Blind‑box toys are not merely playthings — they are social currency. Could you spot this trend back in 2020?”

2. Mature supply chain: Can China deliver this?

“China leads global toy manufacturing. What we lack is not production capacity, but IP and brand premium. When mature supply chains meet consumption upgrading, brand‑building opportunities emerge.”

3. Viral social spread: Does the product propagate itself?

“Labubu went viral organically on TikTok. This was not driven by massive ad budgets — the product carried inherent viral potential. Great products speak for themselves.”

4. Stage assessment: Where is the sector in its lifecycle?

“Nascent phases are too niche; mature phases are too expensive. The inflection point at the early‑growth stage delivers the juiciest excess returns.”

💬 Live Interaction: Jeremy invited attendees to run this four‑step framework over industries they knew well. Participants brought up pet economy, outdoor camping, AI applications and more, sparking lively discussion.

IV. Module 3: Survive First, Profit Later — Build a Crash‑Resilient Investment System

Jeremy regarded this as the most critical section: “Surviving long‑term matters far more than getting rich fast.”

🛡️ Three disciplines for a robust investment system:

1. Position sizing: Never go all‑in

• Single stock ≤ 20% of portfolio

• Single sector ≤ 30% of portfolio

• Always keep 20‑30% cash on hand

“Full exposure stems from greed; zero exposure stems from fear. Sensible position management is wisdom.”

2. Stop‑loss discipline: Admitting mistakes beats proving you are right

• Set stop‑loss thresholds (−15% or −20%) before entering positions

• Execute without hesitation; no averaging‑down, no endless waiting‑and‑hoping

“Being trapped in a losing stock is not value investing — it is a value trap. True value investors exit decisively when fundamentals deteriorate.”

3. Periodic rebalancing: Do not let gains turn into losses

• Review holdings quarterly

• Trim positions that have run‑up sharply; re‑examine losers and ask: Have fundamentals changed?

“One of investing’s greatest pains is not selling too early. It is holding a 50% gain only to watch it reverse into a 20% loss.”

V. The Investment Flywheel: Closing the Loop from Insight to Action

Towards the end, Jeremy wove the three modules into a self‑reinforcing investment flywheel:

“All three flywheel components must spin together. Without sound cognition, even sharp skills become gambling. Without capability, strict discipline only delivers market‑average returns. Without discipline, everything else counts for nothing.”

💬 Discussion: What is your investing superpower?

After Jeremy’s session, we would love to hear your thoughts:

🔹 Q1: Are you still anchored in the “Old Testament”, or have you moved toward the “New Testament”? Where are you stuck?

🔹 Q2: Have you identified any investment opportunities through industry insight? How did it play out? Share your story 👃

🔹 Q3: Do you follow crash‑resilient rules for your portfolio? What is your largest single‑stock weight? Feel free to share!

👇 Drop your answers in comments. The top 3 most‑liked comments will receive the condensed highlight deck from Jeremy Tan’s full presentation.

“Investing is an endless journey of evolution. The August 27 session is merely a starting point. We look forward to seeing you at our upcoming closed‑door workshop, where we turn insights into actionable results.”

— Jeremy Tan & TTM Team | See you soon 🚀

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