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Time stamps:
0:00 - BABA is not investable due to regulations. Meituan is latest victim. They don't care about simi capitalism, only a novice believes they allow free market
5:15 - Meituan continuing crackdown, need to sacrifice short-term profits
7:45 - Meituan is not profitable in the most recent quarter, the government still want to fine them, reasonable? Need to deliver value and optimise cost
11:12 - Cathie Wood is not making much sense in recent interviews and behave like a day trader instead of having 5 years horizon as claimed. Is this a worrying and sell sign?
13:33 - Gavin's comment on Cathie Wood, selling high conviction names looks weird e.g. Palantir and its share dilution
20:04 - Is it the time to all in growth stocks?
24:09 - PE for Alibaba 16 based on TTM as it included the fines. PE of Meta FB at 14. Why are peoples negative on metaverse?
29:40 - Why does Master Leong call himself master, he can't even beat the index?
34:56 - Is there a price that Master Leong will sell Alibaba? How much is the fair value?
36:50 - Margin on Alibaba, what happen if the Alibaba price drop significantly?
39:20 - Cash outside to avoid margin call?
41:11 - Is Master Leong investing full time?
43:32 - How come Boon Tee kept selling stocks at low prices whenever a stock drop? First FB sold and now Alibaba? Need some clear advice as to why he sell
48:50 - How come Master Leong say he long term and value investor, but his video everyday talk about price movement?
50:25 - What is considered a long term hold to have a huge chance of making profits? 1-year, 3-year or 5-years?
54:00 - Why is someone talking like an expert about DBS when his 1 stock portfolio is performing badly?
57:05 - Should I sell my Alibaba now? Still at more than 10k usd in paper losses, I see Chi Keng and Master Leong underperfromed index, don't dare to trust them
59:35 - Master Leong has good investment mindset but seriously lack the temperament. Many good investors rarely talk or boast about their investing skill
1:01:27 - View on rising yield to the stock market
1:07:10 - Palantir how ah?? I htought a lot of people pump and super hype, now drop like bomb. Game over?
1:08:20 - Thoughts on ASML moat? Could there be a day where EUV's importance is diminished? Will the emergence of 3D DRAM chips reduce the need for EUV lithography?
1:11:24 - How to know which high growth but intentionally non-profitable growth stock is good and will recover? Everything sold down hard even darlings like SE and PLTR?
1:16:35 - Where is Daniel? I thought we were going to have a Daniel vs. Tesla bull debate
1:17:40 - AAPL MSFT AMZN GOOG to pick 1 or 2. Which would you pick now?
1:20:27 - Thoughts on just VWRA as a single ETF portfolio?
1:23:56 - Name your top pick for 2022?
1:25:23 - Master Leong can tell us who is bird bird?
1:26:21 - Inflation is high and rate hike is coming and market is fearful. But I am more fearful of my money losing value in the bank
1:28:18 - Master Leong and Boss Ong is my idol don't care the bashers 4 paper tiger reit
1:32:30 - Boss Ong comment on REITs
1:33:44 - If war happens, what companies will do well and what companies will tank?
1:36:29 - How much cash do you hold? How many positions in your portfolio? When to take profits?
1:41:47 - I saw Munger said e-commerce retailers aren't that entrenched compared to Apple. And they have lots of competitors. Why he bought Alibaba?
1:45:27 - Thoughts on March FOMC meeting?
1:47:49 - Anyone let others invest your money? Got any great fund manager? Minimum sum to join?
1:49:52 - I only hold 5 stocks in my portfolio - Microsoft, Costco, Apple, Berkshire and Visa. I think enough diversification but yet focus on the best quality. For long term investment.
1:50:43 - Why STI so strong this year?
1:51:47 - How to choose ETF?
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Disclaimer
The information is not intended to be and do not constitute financial advice, investment advice, trading advice or any other advice or recommendation.
Any expression of opinion (which may be subject to change without notice) is personal and there is no guarantee of any sort regarding accuracy or completeness of any information or analysis supplied.
Do your own due diligence and invest safe.
