Investment Moats

We met Pat Dorsey in Singapore during pre-covid days when he publicized his book– The five rules for successful stock investing. We find a lot of common ground with Mr Dorsey’s thoughts and we’d like to share some of the learnings that we picked up. Moats refer to entry barriers or a sustainable competitive advantage … Read more

Forget Growth vs. Value – Stick to Quality

There has always been a debate on growth versus value stocks. Both of these broad classes of stocks have taken turns to outdo each other over various periods of time. Why not focus on quality instead of trying to time growth versus value? Quality stocks have strong balance sheets, high returns of invested capital, and … Read more

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