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t u b investing skip to main content search this blog t u b investing a contrarian investor my school of thought is to deep dive into small caps companies rather than big tech firms uncovering undervalued unknown companies thrills me as quoted by peter lynch to find them before wall street does articles on other platforms about me subscribe contact tub more posts restarting on substack get link facebook x pinterest email other apps december 25 2025 it s good to be back i ve finally carved out the time to return to substack and i m hitting the ground running my latest thesis is the most critical one yet 2026 is the year of rotation we are witnessing the end of the ai infrastructure obsession and the birth of a new consumer era in my first article back i break down the specific mechanics of this shift the 6 pillars of 2026 why the world cup and one big beautiful bill are the real catalysts the monthly war map a month by month breakdown of market liquidity i m excited to share this new chapter with you read the 2026 roadmap and subscribe below thank you once again for reading post a comment read more arigato everyone a decade of blogging get link facebook x pinterest email other apps january 01 2025 i ve been writing since 2015 and this blog has been going strong for almost ten years maybe it s time to wrap it up or perhaps when i find more time if you ve been following me you ve likely noticed i ve been pulling back from social media i ve shut down most of my accounts and there s been minimal new content on this blog these days i m primarily active on x formerly twitter follow me there and feel free to send me a dm if you want to connect if you have my phone number texting is always an option just an update my investment portfolio is still in the red but it s doubled from its lowest point stepping away from social media has probably helped cut through the noise before i sign off on this post i wanted to share that i ve gone back to basics and started working on a new scorecard named the tub scorecard tailored for the us market it s showing promising results so far without any backtesting i m just monitoring it post a comment read more investing in lincotrade a strategic opportunity amidst falling interest rates get link facebook x pinterest email other apps september 23 2024 after the fed cut rates by 50 basis points last wednesday i began exploring industries that might benefit from the potential ongoing interest rate reductions specifically i turned my attention to the construction industry which investors have largely avoided with my experience in finance i understand that this sector in singapore is currently struggling and further interest rate cuts could provide much needed relief to elaborate continuously lowering interest rates will boost demand for residential and commercial developments this increased demand will result in more construction projects and extensions consequently the construction industry will experience growth additionally lower and continuously decreasing interest rates will encourage more economic activity as money circulates more frequently within the economy this creates a robust economic environment leading to higher demand for assets such as property which in turn revitalizes the construction industry post a comment read more geo energy resources laid foundation for top and bottom line growth get link facebook x pinterest email other apps august 14 2024 i have previously written about geo energy resources ger and their most recent half year 2024 results announcement warrants further examination at face value the results appear positive however if we exclude other gains net income would have decreased to us 3 0m this likely explains the low dividend declared as per the hy2024 report geo energy resources income statement in my view it is wise to remain cautious given the decline in coal prices from record highs in 2022 to earlier in 2023 coal prices from 2020 till aug 2024 source tradingeconomics com that said acting on impulses to bail out of your position now would be short sighted ger future looks promising due to the following reasons 1 spike in energy demand for south east asia sea source 1 2 3 4 5 6 7 the rapid development of ai and data centers in sea continues to drive up enormous energy needs to power computing infrastructure as data centers require relia post a comment read more beng kuang marine s strong half year results and runway ahead get link facebook x pinterest email other apps august 09 2024 i ve been extremely busy with work over the last few months as a result i didn t realize it had been over 3 months since my last written update on this blog despite that i decided it was time for a follow up on a company i ve been watching closely beng kuang marine bkm a lot has happened with their share price since my last write up it peaked at over 0 30 after being at 0 168 previously now it has pulled back to around 0 210 beng kuang marine share price source investingnote i distinctly recall the first time i covered bkm back when their share price was just 0 061 they ve undoubtedly come a long way since most recently on 5 aug 24 bkm announced their half year financial results beng kuang marine income statement while the results were impressive the profit margins alone do not fully capture the significance even removing the 5 5 million one time gain from disposing of the batam shipyard bkm remained profitable this highlights post a comment read more introducing winking studios navigating the impact of ai on art outsourcing and game development get link facebook x pinterest email other apps may 15 2024 not vested winking studios wks si is a recently listed company in sgx that has made a name for itself as one of the largest art outsourcing and game development studios in asia with a team of highly talented artists and designers wks operates across multiple locations including singapore shanghai nanjing suzhou and taipei their impressive clientele boasts 21 of the top 25 game publishers worldwide highlighting their prominence in the industry winking studios website naturally one might question whether the rise of ai could disrupt wks business with the proliferation of art generators and automated tools it seems plausible that such technologies could threaten the demand for their services however wks has addressed this concern in a detailed article published by dollars and senses providing valuable insights that warrant consideration while i won t delve into the specifics of their response i would like to share my thoughts on the matter the most significant post a comment read more the continuation of beng kuang marine turnaround story get link facebook x pinterest email other apps may 12 2024 not vested since my last write up beng kuang marine bkm has seen a remarkable surge in its share price soaring from 6 7 cents to 16 5 cents as of today additionally the company has attracted a new institutional investor which is known for delivering impressive returns the arrival of this investor suggests that something positive is happening within the company making it more appealing to potential shareholders ginko agt global growth fund returns source agt website if you ve been following my earlier analysis of bkm you ve likely benefited from the recent surge in share price however it s crucial to assess whether this upward trend is sustainable to do so we need to delve into the company s fundamentals after all i believe the share price surge was driven by bkm s successful turnaround in fy2023 it s essential to determine if the underlying fundamentals will continue to improve if you re pressed for time the bottom line is a definite yes he post a comment read more more posts powered by blogger theme images by petrovich9 the unique bunch t u b visit profile disclaimer the information stated in t u b investing should not be used as a reference to buy or sell any securities assets or commodities mentioned readers should carry out their own due diligence and verification of the information provided t he owner of t u b investing is not liable for any loss arising directly or indirectly as a result of actions taken based on ideas and information found in this blog popular posts from this blog the margin reit strategy a strategy in writing please complete reading the article april 07 2019 read more restarting on substack december 25 2025 read more one with dormitory business october 29 2016 read more reflections and my top 10 positions may 18 2022 read more geo energy resources laid foundation for top and bottom line growth august 14 2024 read more archive 2025 2 december 1 restarting on substack january 1 2024 10 september 1 august 2 may 2 march 3 january 2 2023 25 november 3 october 6 august 2 june 1 may 2 april 3 march 3 february 1 january 4 2022 40 december 2 november 1 october 2 september 4 july 1 june 3 may 3 april 4 march 6 february 8 january 6 2021 46 december 3 november 5 october 6 september 1 august 4 july 1 june 3 may 7 april 2 march 5 february 3 january 6 2020 29 december 1 november 3 october 3 september 3 august 3 july 1 june 2 may 2 april 4 march 5 february 2 2019 27 december 1 november 5 october 2 september 4 august 2 april 3 march 3 february 4 january 3 2018 73 december 5 november 4 october 4 september 6 august 6 july 6 june 5 may 8 april 7 march 7 february 7 january 8 2017 78 december 8 november 6 october 7 september 6 august 7 july 6 june 6 may 5 april 8 march 6 february 6 january 7 2016 86 december 8 november 8 october 6 september 9 august 9 july 10 june 11 may 4 april 4 march 4 february 6 january 7 2015 50 december 5 november 8 october 11 september 7 august 3 july 2 june 3 may 5 april 3 march 3 show more show less labels 10 portfolio 10x 10x to 100x framework 15 portfolio 2026 road map 21 8k abb abf sg bond etf abstracts from fsc accordia golf trust acquisitions action plan adtech advertising industry aiib aim ajisen china holdings ak and 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