Thank you for the insights, I'm not even from SG/MY but love watching your videos.

Another great discussion. All I can say is thank goodness Trump won. Another 4 years of Biden - or worse still - Kamala and we would all be in trouble. Anyway the stock market has certainly endorsed Trump in no uncertain terms.

Thanks for the informative video as always, great to hear the Fifth Perspective. Glad to hear Victor’s voice is recovering as well

This is a wonderful channel with very knowledgeable speakers :) When you have a chance , can you please help to share your point of view on Chinese stocks and HK market , which skyrocketed in Oct then almost came back to the previous level . What is your perspective on the future . Thank you very much 🙏 Victor if you still have positions please share your piece of mind . :)

upsides from lower corporate tax (which should improve profitability) but could literally be 'undone by potentially high inflation, driven by high import tariff , which then see slowdown or pause in the Fed rate cuts in 2025 ?

This is kind off a knock off of the TV series "Where the Wild Things Are" crossed with Monchhichi. Move on...Next!

Bitcoin to the moon

BYD not available in US

Get some Bitcoin. And some Tesla, Palantir, and of course MicroStrategy.

Would be great if u guys were to provide a regular or monthly update on the policy changes and impact. Thank you.

Diamond Hands needed for SG REITS during these few years.

First!🎉 I like any recommendations to buy or sell. 😂

Very good sharing. Thank you for the good work to educate the rest of us.

„Like diamonds“😂😂😂😂😂😂

Good insights, can you do another video on Sreits outlook post election.

He has a point. It’s one of the things I fear. What if Elon dies in an accident tomorrow. What happens to the stock? I’d have to buy puts and hold them and sell the shares just to get my money back.

Popmart even have a themepark in Beijing now wonder if this will keep them going

Great idea to bring a company exec and get the info directly from the source. Could have been a bit more pushy here or there (eg what happens after everything is sold off; why they think they are competitive in DC’s etc)

Good video as always. ❤❤ You did a video on SATS sometime back.. wondering if u will be interested to do a review of SATS again?

Hong Kong Japan Korean anything is amazing! I’m Portuguese and have always been drown to everything the do and how they do it 😂 I also have LaBUBu!!! They’re he cutest! ❤

I bought at 5.45 usd in 2019. Sold at the recent surge @4.98. Got some dividends. Will put money somewhere else

Is it a sheep? or a rabbit?

With Trump targeting China which Hong Kong is part of, can HK Land really make it over the next four years? Talk is cheap, it’s more of road show talks…probably Cheung Kong could be a good comparison? IMHO.

Singtel lost the first mover advantages. They are half government owned so they cannot invest alot of high risk high rewards stuff. With the introduction of mvnos, no more monopolies. Other overseas strategic partners also bound to the local regulations. Singtel market cap 52 billion, 22k employees EA (electronic arts) market cap 57 billion 13k employees

This recent announcement was an unexpected but pleasant "surprise". It just added on a bit more "certainty" of our wait, paid to wait. Ty TFP 👍

Great video!! 👍 ... are you guys also looking at Hang Lung Property (0101.HK)? appreciate if there is also a roundtable on it 🙏🙂

Thks. Can do a video on Venture Corp too ? Its share price has retracted recently due to lower than expectation Q3 results. More specifically, is it a good dividend play ?

These type of property companies are very sensitive to interest rates like REITs and TLT which are capitulating currently affected by both short and long term interest rates

Hello, you mentioned that Victor did a tear-down of HKL's valuation. Do you have a link to that video? Thank you

Thank you for the video. Unfortunately I held the stock from 2017 at avg of 7.38usd… sigh Still stuck

Do u think the recent ‘pullback’ could be just a profit take or any reasonable assumptions? 🤓

Good one thanks. I'm vested in both

Is this also inclusive of Employer's CPF contributions? it will be more meaningful to exclude employer's cpf contributions

$100k net worth is just cash or include investment

Does it include bonuses

Hello, thanks for your videos. Could you please advise if foreigners like me (non us) pay any tax on dividens or capital gain if we invest on singapore stocks? As I see,Singaporean citizens do not pay any. Many thanks

No big queue at Pop Mart in Singapore whenever I pass by the Plaza Sing outlet.

First heard of Popmart as a stock from you guys earlier this year or last year - regret not buying now as it was around 20-ish HKD a share! Guess hindsight is always best but appreciate the insights as always. Keep up the good work team!

Anything thats in the hang seng and china index should be avoided. Its pure speculation with tons of political risk.

It is not S$ appreciation, if is MOS adjusting the exchange that is Singapore monitor policy unlike other countries who use interest rate as monitoring policy

Great interview! Provided great insight to the Singtel business, some of which is mind blowing!

I bought the figurines, mostly skullpanda becoz of the design, not due to trend. But for investment, i still prefer sticky biz such as alphabet, microsoft, etc that are predictable with moats.

Tencent is a solid company. Its a defensive stock and a deep moat. Its one of my best performer in my portfolio

As always your videos r eye opener. Didnt knw nuts abt labubu until now. Thanks guys.

Its something that an old man like me find it hard to understand so thank you TFP. "Amazing" PE for a chinese toy company so no thanks. However, do you guys find Chee Hoi look a bit like his toy Labubu, in a good way of cos, the eyes and the smile? 😁

Don’t want to be the last bagholder

they have personalities /characters in their mini stories/animation (1min like what Chee Hoi mentioned) , maybe not as buildup as disney or marvel stories .... and they have a theme park in beijing, it can be further expanded