Podcasts about motley fool singapore

BIO: Chong Ser Jing is the Portfolio Manager and Co-Founder of Compounder Fund, an investment fund that invests in stocks around the world.STORY: In October 2010, Ser Jing bought six stocks. Two of these were companies in the oil industry. By the time he was selling these stocks, he had a loss of 77% and 31% from the two companies, respectively.LEARNING: Some sectors may not be worth investing in because they tend to historically generate poor returns on invested capital. Pay careful attention to the drivers of a company's business results. Understand the difference between internal and external drivers. “There are companies whose business fortunes do not depend on the price movement of commodities. And then there are those who do. That's a really important distinction.”Chong Ser Jing Guest profileChong Ser Jing is the Portfolio Manager and Co-Founder of Compounder Fund, an investment fund that invests in stocks around the world. Ser Jing graduated with an engineering degree in 2012, but having been bitten by the investing bug since he was in his late teens, he decided to pursue investing as a career. From January 2013 to October 2019, Ser Jing served in Motley Fool Singapore as a writer as well as a co-leader of the investing team. One of his career highlights with Fool Singapore was to help its flagship investment newsletter outperform a global stock market benchmark by nearly 2x over a 3.5-year period. Besides running Compounder Fund today with his co-founder Jeremy Chia, both of them also have an investing blog, The Good Investors, where they share their thoughts about investing and life.Worst investment everIn October 2010, Ser Jing bought six stocks. Two of these were companies in the oil industry. One company owned oil rigs, while the other supplied parts and equipment that helped keep oil rigs running. By the time he was selling these stocks, he had a loss of 77% and 31% from the two companies, respectively.Ser Jing considers these two stocks his worst investment ever because he had no idea what he was doing. He invested in them because he wanted to be diversified according to sectors. Ser Jing believed that oil and gas was a sector that was worth investing in since the oil demand would likely remain strong for a long time. His view was actually right. But, in hindsight, he was only right to a small extent and wrong in two critical areas.First, some sectors may not be worth investing in in the long run because their economic characteristics are poor. The second thing is that the global oil demand grew quite strongly from 2010 to 2016.The annual oil consumption increased from around 86 million barrels to about 97 million barrels in that period. But oil prices also fell significantly over that over the same timeframe. So, Ser Jing could not predict the oil price level. When he invested in the two companies, he completely missed out on the crucial fact that the oil price would have an outsized impact on both companies' fortunes.Lessons learnedSome sectors may not be worth investing in because they tend to historically generate poor returns on invested capital.Pay careful attention to the drivers of a company's business results.Andrew's takeawaysUnderstand the difference between internal and external drivers.Actionable adviceLook deeply at what has historically driven the price of a commodity if you're trying to invest in a company whose business results depend on the...

My guest today is Chong Ser Jing. Ser Jing is the portfolio manager and co-founder of Compounder Fund, a long-term focused global equities investment fund. He also shares his thoughts on investing on his website, The Good Investors, and was previously a writer and analyst for the Motley Fool Singapore. In this conversation, we cover the nitty-gritty of starting a fund, fee structures, and writing about investing. I hope you enjoy my conversation with Chong Ser Jing.   For the full show notes, transcript, and links to mentioned content, check out the episode page on https://compoundingpodcast.com/ep3    ------   Show Notes: [00:00:33] - [First question] - Introduction and Background [00:08:24] - Starting a fund  [00:13:23] - Benefits of Ser Jing's background [00:14:51] - Managing others' money [00:19:43] - Fee Structure [00:24:53] - Hardest part about starting a fund [00:27:25] - Traps to avoid when starting a fund [00:30:04] - Ser Jing's writing process [00:32:32] - His information diet [00:35:30] - Investing abroad vs in Singapore [00:36:58] - Undervalued skills or life experiences [00:41:35] - What's been influential in his worldview [00:47:06] - Vision or plans for the future?   ------   Connect with Ser Jing: Connect with Ser Jing on LinkedIn: https://www.linkedin.com/in/serjing-investor/  The Good Investors: https://www.thegoodinvestors.sg/  Compounder Fund's Website: https://compounderfund.com/     ------   Stay up to date on the podcast by signing up to Curated by Kalani, where I share what I've been reading, learning, and watching for that week. I compress to impress and aim for maximal return on your time invested. Sign up at https://kalanis.substack.com    ------   Connect with Kalani: Sign up for "Curated by Kalani": https://KalaniS.substack.com/  Visit the Compounding Curiosity PODCAST: https://CompoundingPodcast.com/  Visit Kalani Scarrott's BLOG: https://kscarrott.com/  Follow Kalani Scarrott on TWITTER: https://twitter.com/ScarrottKalani/  Follow Kalani Scarrott on INSTAGRAM: https://www.instagram.com/KalaniScarrott/ 

January 2021 will go down as one of the most bizarre months in Wall Street's 200-year history where a video-game company found itself in the middle of what some call a modern day David-versus-Goliath stock market battle. What happened? What drove GameStop stock’s astronomical rise? What part did online trading platforms like Robinhood play? And can this happen in Singapore? Lin Suling speaks to David Kuo, Co-Founder of finance website The Smart Investor and former CEO of Motley Fool Singapore, and Joseph Cherian, Practice Professor of Finance at NUS Business School. See omnystudio.com/listener for privacy information.

This week, we chat with Chong Ser Jing, co-founder of thegoodinvestors.sg and my former colleague at The Motley Fool Singapore. Ser Jing has always been an investor who is able to think outside of the box and this week he shared with us why his favourite bank right now is the HDFC Bank based in Mumbai, India. * * * To subscribe to our podcast, search "Investing Ideas" on Apple Podcast, Google Podcast or wherever you get your podcast. If you like the show, please rate and review us as well. If you have an investment ideas you like to share and get on our show, please submit your ideas at: https://valueinvestasia.com/investingideas To see the full transcript and download the presentation slide, please go to https://valueinvestasia.com/investingideas Get More Value Invest Asia: • Like us on Facebook: http://www.facebook.com/valueinvestasia • Follow us on Instagram: http://www.instagram.com/valueinvestasia • YouTube: http://www.youtube.com/valueinvestasia • Podcast: https://anchor.fm/investingideas • Newsletter: https://valueinvestasia.com/newsletter/ • Read more: https://valueinvestasia.com Value Invest Asia provides independent research on listed companies across Asia. A full review on the interview and the idea would be available for our VIA Club Members, to find out more about VIA Club, click here: https://valueinvestasia.com/club/praise-for-via-club/ * * Connect with Ser Jing at: https://www.thegoodinvestors.sg/ * Disclaimer: The show is for entertainment purposes only, and should not be taken as investment advice. Please seek professional advice or do your own research when making any investment decision. Disclosure: Stanley and Ser Jing do not own HDFC Bank at the point of the recording. Stanley and Ser Jing own Berkshire Hathaway at the point of recording.

David Kuo, co-founder, The Smart Investor, shares what his new venture is about after moving on from Motley Fool Singapore. He also gives his take on US-China trade tensions, and wraps up October's STI's top gainers/losers.

David Kuo, CEO, Motley Fool Singapore shares what investors should be keeping an eye on in the month of October. 

David Kuo, CEO of Motley Fool Singapore looks back at some of the top winners and losers from the Singapore stock market for the month of September. 

Dr. David Kuo is the key driving force behind the growth of The Motley Fool Singapore. Personally, he was my ex-boss and a key mentor to me. We sat down to discuss more about his childhood, how he ended up joining The Motley Fool in the UK and then brought the company to Singapore and grew it from zero. A wonderful story, and hope you guys enjoyed it. *Full transcript available to VIA Club Members only. To subscribe to our podcast, search "The Asian Mavericks" on iTunes or wherever you get your podcast. If you like the show, please rate and review us on iTunes as well. Program Feed: valueinvestasia.com/category/programs/via-podcast/ Follow us on FB @valueinvestasia for more great content! www.facebook.com/valueinvestasia/ Youtube: youtube.com/valueinvestasia Podcast: https://anchor.fm/valueinvestasia

David Kuo, CEO of Motley Fool Singapore shares more about the biggest winners and losers that came out of the month of August, as well as what investors should look out for in September.

David Kuo, CEO of Motley Fool Singapore discusses what lies ahead for September, following recent headlines from August which includes new China tariffs, prospects of an energy war as well as the UK parliament suspension.

David Kuo, CEO of Motley Fool Singapore shares more about how the markets have done in July, as well as the top losers and gainers in the month.

For the first time in 10 years, the Fed has finally cut rates. David Kuo, CEO of Motley Fool Singapore shares more about how the markets have reacted to the latest Fed statement, as well as if there should be more rate cuts.

David Kuo, Managing Director of The Motley Fool Singapore, explains how recent election results confirm the concerning rise of nationalism around the world, as nations push self-centred agendas above globalisation.

With Donald Trump making a three-day visit to the UK this week, The Motley Fool Singapore boss David Kuo explains how the political instability on both sides of the Atlantic Ocean will factor into his trip.

David Kuo, CEO of Motley Fool Singapore talks about the bad month that markets have had in May with the STI down more than 7.6% - and banks among the biggest losers. 

David Kuo, CEO Motley Fool Singapore talks about banks doing well among the top gainers in April, and whether they will continue their run in May,

Disney shares hit an all-time high after the unveiling of Disney+, a streaming service that’s less expensive than Netflix’s. Uber gets ready for its Wall Street debut. Delta takes off. JetBlue plans for a trip to Europe. And Rite Aid extinguishes its e-cigarette business. Analysts Andy Cross, Emily Flippen, and Ron Gross discuss these stories, dig into the latest hot IPO, and talk Pinterest. Plus, we talk with David Kuo, CEO of Motley Fool Singapore about the US-China trade war and investing in Asia.

Taking a look back on the Q1 2019 markets in March, as well as looking ahead towards April, David Kuo, CEO of Motley Fool Singapore talks more about stock market trends and some concerns regarding a potential recession. 

David Kuo, CEO, Motley Fool Singapore share with us how to go about picking winning Reits for your portfolio.

David Kuo, CEO, Motley Fool Singapore shares some of the big issues investors should keep a close eye on in March.

It’s been quite a good run for markets since the start of the year. David Kuo, CEO, Motley Fool Singapore gives his highlights for the month of February as well as the top winners and losers in the markets     

Texas Roadhouse posts solid comps growth in the 4th quarter. David Kretzmann analyzes why the management team is just one reason he likes this restaurant. Plus, we discuss Tesla’s latest executive departure and dip into the Fool Mailbag.   To check out the new offering from Motley Fool Singapore that David mentioned just go to www.fool.sg/malaysia.

David Kuo, CEO of the Motley Fool Singapore shares the biggest winners and losers in January, plus breaks down some of the latest earnings and why some companies have been making the headlines.

David Kuo, CEO, Motley Fool Singapore gives a breakdown of the G20 summit over the weekend and a look back at the winners and losers in the markets in November. 

The death of ex-United States President George H Bush, the G20 Summit and opportunites for ASEAN amidst global uncertainty are discussed by Motley Fool Singapore boss David Kuo in our news review.

David Kuo, CEO, the Motley Fool Singapore shares what stood out for him in October and breaks down the biggest winners and losers on the STI Index in October. 

Dr. David Kuo is the key driving force behind the growth of The Motley Fool Singapore. Personally, he was my ex-boss and a key mentor to me. We sat down to discuss more about his childhood, how he ended up joining The Motley Fool in the UK and then brought the company to Singapore and grew it from zero. A wonderful story, and hope you guys enjoyed it. *Full transcript available to VIA Club Members only. Sponsor: FSMOne.com, one of the lowest-cost brokerage in Singapore. Find out more at fsmone.com To subscribe to our podcast, search "The Asian Mavericks" on iTunes or wherever you get your podcast. If you like the show, please rate and review us on iTunes as well. Program Feed: valueinvestasia.com/category/programs/via-podcast/ Follow us on FB @valueinvestasia for more great content! www.facebook.com/valueinvestasia/ Youtube: youtube.com/valueinvestasia Podcast: soundcloud.com/value-invest-asia/ Instagram: www.instagram.com/stanleylimps/

David Kuo, CEO, the Motley Fool Singapore breaks down September's top winners/losers on the Straits Times Index, and the market outlook for Q4. 

David Kuo, CEO, the Motley Fool Singapore breaks down August's top winners/losers on the Straits Times Index. 

David Kuo, CEO, Motley Fool Singapore recaps the STI action and shares where property markets and the economy are heading.

Did investors sell in May and go away? David Kuo, CEO of Motley Fool Singapore, shares his thoughts.

The markets in March were filled with plenty of choppy sessions - what can we expect going forward? To get into the Bigger Picture with us, David Kuo, CEO of Motley Fool Singapore. chats with MONEY FM 89.3's Ryan Huang on the top winners and losers for  - and what to look out for in Q2.

On Companies to Watch, Sudhan Purushothuman, analyst at Motley Fool Singapore chats with MONEY FM 89.3's Ryan Huang on why he's bullish on exhibitions and events company Kingsmen Creatives.

On Companies to Watch (210218), David Kuo, CEO of Motley Fool Singapore chats with MONEY FM 89.3's Ryan Huang on why he's bullish on REITS especially Parkway Life, CapitaLand Malls Trust, CapitaLand Commercial Trust.