Author: Eight percent per annum

Best Semiconductor Gem!

Semiconductor stocks had a superb run in the last fwe years driven by shortage of chips and then the current A.I. craze. The following chart from finchat.io showed that investing in the SOXX ETF would have delivered over 200% return or CAGR of 25%. Tod…

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When to Top Up?

This post serves as a note-to-self to refine the right process to top up names that are already in the portfolio. It deserves a post because of how our monkey evolved brains work with all its biases and blind spots. It also describes why investing is d…

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Update on Reckitt

 This idea was first published on substack. Consumer staples have always been a feature in the 8% eco-system because the revenues are recurring, the business easy-to-understand and they generate good cashflows and dividends. We have discussed Reck…

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Charts #51: Olympics

Found a good chart on the usual Visual Capitalist site, one of the most powerful visualization of data and statistics platform around. Will we see a day it costs USD100bn to host the Olympics? That would just be a matter of time. Inflation should …

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