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2021 Sustainable #12 - Deterra Royalties Ltd
Investment into a long paying royalty asset that pays and pays for the next 25 years and possibly more...
Ong Wee Hiang
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More about "Forced" Scaled Economics Shared
From "state asset cloud" to centralized pharmaceutical procurement
Ong Wee Hiang
Sep 9
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Company Update: NetDragon 2021 2Q
Revenue growth, Higher Dividend, Share Buyback, Spinoff
Ong Wee Hiang
Aug 31
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Company Update: China Mobile 2021 2Q
When ARPU is rising and cost is pretty much cap
Ong Wee Hiang
Aug 25
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Company Update: Pentamaster International 2021 2Q
ATE, FAS, MDI and WAS
Ong Wee Hiang
Aug 23
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2021 Week 33: Changes in the Newsletter:
From frequent to infrequent, from quantity to quality
Ong Wee Hiang
Aug 23
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Falsification
The enterprising and the conservative investor framework
Ong Wee Hiang
Aug 22
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2021 2Q: Thoughts
Variant Perception and Sizing vs Variance and Returns
Ong Wee Hiang
Aug 15
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