I wanted to leave some short notes on Avarga Ltd(Ticker: X5N) in the public just in case I need to search for it. I don’t ...

I decided to do a mid-month update so that the updates will not lag too far behind. I would usually do this when I remember, ...

I was not too happy with my shoddy comparison which is cheaper if you choose Tiered Pricing or Fixed Pricing if you are on Interactive Brokers Pro plan. (IBKR Lite is Now Available to Interactive ...

That means if you are on IBKR Pro, you can switch to IBKR Lite. It looked very different a day ago, when the IBKR Lite shows a coming soon. So I guess it is live! Let me talk more about it. Not ...

My friend Ser jing, portfolio manager at The Compounder Fund, shared a part of this Jaime Dimon interview at Acquired that explains the essence of ...

The First Vital Steps in Deepening Your Connection with Clients Who are Successful Investors Themselves.

Portfolio Change Since Last Update The portfolio was valued at $1.476 million at the end of June and is at $1.526 million at the end of July. We reported a portfolio change of $50,000 for July 2025.

So apparently in the midst of my hectic work, there is this Astrea PE (private equity) bond that is issued. Azalea Investment, which is under … ...

This chart shows the 10-year yield (Blue) and 1-year yield (Red dotted line). Click to see a larger chart. The September 2025 SSB bonds (SBSEP25 GX25090A) yield an interest rate of 2.11%/yr for the ...

Companies with Very High Cash Flow Outperforms… Until it Doesn’t for the Next Ten Years.

June’s spending is higher than normal because of a health checkup and paying off income tax in one big shot. The Essential Inflexible Spend I wrote about my essential inflexible spend here in this ...

So I decided to review and reflect on a bank to see if I can see it in a light that Victaurs sees. It is a bank that Mr. John Huber wrote in a news letter almost 1.5 years ago First Citizens ...