Capital allocation
The last week is a great illustration on why one should never have capital tied up in the
Read MoreFurther stock action on 28 Feb 2020 and The Trade Desk
Added to Alibaba and Link Reit in Hong Kong yesterday, 28 February 2020 with the cash
Read MorePortfolio action
Sold half my holding in US listed The Trade Desk yesterday (24th February 2020) at
Read MoreInsights gained from 12 years of managing an equity investment portfolio
My thought process has definitely evolved from when I started blogging and managing my
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