To The Moon

An important screen for finding quality companies lies at the intersection of (I) high global demand for a product, and (II) only a small number of providers serving the market. The semiconductor equipment companies are a great example. There’s huge global demand for compute, which requires semis, which requires the equipment that manufactures them. That’s why I’m long $KLA-Tencor(KLAC)$ $Lam Research(LRCX)$ $NVIDIA(NVDA)$ There’s also huge demand for payments, and $Visa(V)$ and $MasterCard(MA)$ are two of the most important providers of payment services. When high demand and a small

$Visa(V)$ $MasterCard(MA)$ $Fair Isaac(FICO)$ $MSCI Inc(MSCI)$ have all compounded their free cash flow per share by ≈ 20%+ over the last 15 years. But it's not just the anti-fragile fintechs that have achieved this, so has the storage company Extra Space Storage $Extra Space Storage(EXR)$ . Which on the list do you own? $Fortinet(FTNT)$ has seen its revenue grow by 20% and its EPS grow by 41%. It's been a fairly good quarter so far for the 10 companies in the Long Equity portfolio. Impressive results for Fortinet I’ve always felt this compan

The Q2 ‘26 earnings season continues, with portfolio companies $KLA-Tencor(KLAC)$ and $MasterCard(MA)$ announcing results over the last couple of days. Massive acceleration is appearing: • FICO: 16% ➡️ 39% Rev Growth • Comfort Systems: 121% EPS growth Here's a full breakdown of the results so far for the Long Equity portfolio. Which one of these is a "must-own" asset for the rest of 2026? $NVIDIA(NVDA)$ $Visa(V)$ $MasterCard(MA)$ $Fair Isaac(FICO)$ $Cadence Design(CDNS)$ PS: Having a barrier to entry

LONG EQUITY - APRIL UPDATE A strong start to 2026 with double-digit returns, driven by high-quality compounders and semiconductor exposure. Solid cash returns and robust free cash flow growth continue to underpin portfolio performance and reinforce a disciplined long-equity strategy. Performance YTD: +10.6% Top performers: $Comfort Systems USA(FIX)$ & $Lam Research(LRCX)$ Top detractors: $Fair Isaac(FICO)$ Cash ROC =39% FCF CAGR = 26% 😍 Been eyeing Tiger merch but short on Tiger Coins? Now's your chance. 🎁 We’ve selected 4 high-demand items across practial, lifestyle, and learning, now with a lower redemption threshold!

The Q2 ‘26 earnings scoreboard is looking incredibly green. Massive acceleration appearing in the latest results: • FICO: 16% ➡️ 39% Rev Growth • Cadence: 6% ➡️ 19% Rev Growth • Comfort Systems: 129% EPS growth Here's a full breakdown of the heavy hitters in the Long Equity portfolio. Which one of these is a "must-own" for the rest of 2026?👇 $NVIDIA(NVDA)$ $Fortinet(FTNT)$ $MasterCard(MA)$ $KLA-Tencor(KLAC)$ $Fair Isaac(FICO)$ $Visa(V)$ $Cadence Design(CDNS)$ $C

$Constellation Software, Inc.(CNSWF)$ There are two fundamental questions when valuing a company (IMO). 1. What do I think the company’s future growth looks like? 2. What does the market think its future growth looks like? If you think the market is being overly pessimistic, then the company is in undervalued. How do you approach valuation? I've been working on my dashboard, capturing what I see as the 6 most important numbers for determining business quality. What would you add?

Here's a list of US equities sorted by how frequently they have outperformed the S&P 500 $S&P 500(.SPX)$ year-on-year. Amphenol, Arista Networks, Broadcom and Comfort Systems are all in the lead. Which on the list do you own? $Amphenol(APH)$ $Arista Networks(ANET)$ $Broadcom(AVGO)$ $Comfort Systems USA(FIX)$ $KKR & Co LP(KKR)$ $Monolithic Power(MPWR)$ $Arthur J. Gallagher(AJG)$ $Dover(DOV)$

The global semiconductor supply chain is built on a handful of "unblockable" monopolies. My infographic attempts to map out the bottlenecks in the supply chain. What’s currently the best investment opportunity in the sector? $Synopsys(SNPS)$ $Cadence Design(CDNS)$ $TE Connectivity(TEL)$ $ASML Holding NV(ASML)$ $Lam Research(LRCX)$ $Applied Materials(AMAT)$ $KLA-Tencor(KLAC)$ My views： 1.Many investors new to semis jump straight to ASML. I think it’s worth digging into as many semi companies as y

Many investors pay attention to the wrong variables. Here’s a list of what doesn’t matter, what matters somewhat, and what actually drives returns: Doesn’t really matter: •Market cap •Country company is listed •Share price •Dividend yield Matters somewhat: •Sector •FCF yield •Revenue growth •Insider ownership / owner operator Matters the most: •Return on capital •Margin expansion •Pricing power •Reinvestment runway What would you add? For examples： 1. $Qualys(QLYS)$ Qualys is just one of a number of companies now seeing an all time high FCF yield. The market is pricing in less future growth and a lot of uncertainty. But are they mistaken? 2. $Adobe(ADBE)$ Adobe's free cash flow yield is significantly abov

Five high growth US SMID stocks 1. $Catalyst Pharmaceuticals(CPRX)$ 5yr share price CAGR = 43% RSq = 0.95 2. $Mueller(MLI)$ 5yr share price CAGR = 38% RSq = 0.95 3. $Coca-Cola Bottling Co Consolidated(COKE)$ 5yr share price CAGR = 38% RSq = 0.92 4. $SPX Technologies(SPXC)$ 5yr share price CAGR = 27% RSq = 0.93 5. $Clean Harbors(CLH)$ 5yr share price CAGR = 26% RSq = 0.96 For SG users only, Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with unlimited trading on SG, HK, and US stocks, as well as ETFs.