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Bubble and Froth in BBT
I love BBT! - Some random XMM on Hinge, probably ~ One of the most interesting articles I read recently is about the bubble tea listed companies, which…
Aug 1
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Bubble and Froth in BBT
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July 2023
The SWIFT Sensation and the Balloting Experience
"While there are moments when I feel insecure or overwhelmed by the vastness of the music industry, I remind myself that money and success do not define…
Jul 8
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The SWIFT Sensation and the Balloting Experience
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May 2023
The Berkshire Bonanza: Wisdom and Wealth at the AGM!
After taking a hiatus from writing, I decided to resume my interest to write about areas I am passionate about, namely equity investing, market quirks…
May 21
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The Berkshire Bonanza: Wisdom and Wealth at the AGM!
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April 2023
Coming soon
My name is Jie Lun. Welcome to my substack! In my day job, I am working in an investment Bank, serving clients, and optimizing processes as a Kai-zen…
Apr 23
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Coming soon
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December 2022
Moment of reflection (Kyoka Suigetsu)
Moment of reflection (Kyoka Suigetsu) Portfolio Front I have been on a 6 months haitius from blogging to deal with some personal issues, and also made…
Dec 10, 2022
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Moment of reflection (Kyoka Suigetsu)
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July 2022
Covid Scare and Cash Flow Gaming
Covid Scare and Cash Flow Gaming June is an eventful month on my personal front. Despite being fully vaccinated with booster shots via the Moderna…
Jul 3, 2022
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Covid Scare and Cash Flow Gaming
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May 2022
How inflation swindles the Equity Investor
How inflation swindles the Equity Investor The equity markets continue to trend downward over the month of May. This is the one of the more sizable…
May 31, 2022
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How inflation swindles the Equity Investor
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Multiverse of Madness- From Do kwon to Now Ko'd
Multiverse of Madness This week of one of the most volatile period in the equity markets, as volatility spiked and market participants started their…
May 15, 2022
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Multiverse of Madness- From Do kwon to Now Ko'd
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Valuation Reset
Dormammu, I've Come to Bargain The month of April is characterized by the Great Valuation reset. A lot of the highly priced growth stocks had their…
May 4, 2022
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Valuation Reset
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April 2022
On War
War is nothing but a continuation of politics with the admixture of other means - Carl von Clausewitz, On War The headlines of March has been…
Apr 3, 2022
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On War
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March 2022
Clash of the Ecommerce Models - Six Billion Shoppers VS Bezonomics
Clash of the E-commerce Models - Six Billion Shoppers VS Bezonomics One of the most insightful analysis I have came across this month is from the above…
Mar 6, 2022
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Clash of the Ecommerce Models - Six Billion Shoppers VS Bezonomics
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February 2022
The ARK VS the BRK
Review of January The advent of the year of the Tiger has been a mauling for stock and crypto investors as volatility spiked up. The inflation worries…
Feb 14, 2022
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The ARK VS the BRK
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