Weighted

Home
Portfolio update
More thoughts on Essex Bio
On their potential long term growth
 • 
Ong Wee Hiang
New
Top
Community
More purchase on the Chinese Covid recovery...
and some review on our previous picks
 • 
Ong Wee Hiang
Some purchase for late FY2022
And getting the engine started for 2023
 • 
Ong Wee Hiang
Travelling for research #1
The move towards EV and the considerable market for SiC
 • 
Ong Wee Hiang
Taste Gourmet munching with a vengeance
Where share buybacks reflect a "re-opening" buffet line at their restaurant
 • 
Ong Wee Hiang
SolGold & Cornerstone Announce Friendly Merger Transaction
Some luck is required here
 • 
Ong Wee Hiang
Bausch Health Continuing Process Toward Separating Bausch + Lomb
See Better Live Longer
 • 
Ong Wee Hiang
2022 July Update
Letter, Purchase, Sale and the ending of the paid newsletter
 • 
Ong Wee Hiang
Weighted
Investment news, thought pieces and companies research in Asia and occasionally - Beyond!
Investment
Portfolio update
Philosophy
Portfolio Construction
Expectation Investing
Compounding with or without the Compounders...
Why do we gravitate towards Special Situation investing?
Betting, Trading and Investing
Concentrated Diversification
Mental Model
Engineering Breakpoint
Falsification
Patience
Perturbation Theory
Other Writing
Musing from the author

Weighted

AboutArchiveSitemap
© 2023 Weighted Research
Privacy ∙ Terms ∙ Collection notice
Start WritingGet the app
Substack is the home for great writing