Valuation Based Investing

A prospective intelligence on the tectonic shifts reshaping capital flows, geopolitical power, and the global order. Written for those who need to understand what's moving before it moves.

Providing investment ideas and analysis based on facts, figures and valuations rather than market sentiment. Mainly covers UK & US shares

I study leverage, psychology, and capital destruction. Frameworks over opinions. Capital Protection > Ego Protection.

Private investor that applies a simple hybrid approach to investing and trading.

Providing Thought Provoking and Unbiased Views on Singapore and Asia Macro