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Newsletter: taychikeng.sub...
📍Boon Tee's links:
/ boonteeeng
/ boontee86
boontee.substa...
/ @bagholderpod
/ @four-horseman
📑Timestamp:
00:00 Introduction
02:30 Is asking for an investor's CAGR the right way?
05:15 What does BT look at when trying to befriend an investor?
08:23 Is 17.15% CAGR Investment performance good?
11:30 Investment philosophy to "Beat the market"?
14:08 Time-weighted vs. Money-weighted returns
15:50 BoonTee's portfolio movement
21:10 Is Chinese Tech unlucky, or a misjudgement
24:35 Feedback loop of "Correct Investing"
30:40 BT don't want to beat the market?
35:22 Daily losses of $30K
37:45 Conclusion