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Join The Fifth Person as we discuss the latest stock market topics in Asia and the U.S. The Fifth Person is an award-winning investment site that focuses on Asian and U.S. equity research. The Fifth... more
FAQs about Investors of the Roundtable:How many episodes does Investors of the Roundtable have?The podcast currently has 288 episodes available.
May 12, 2021SPY vs QQQ - Which Is A Better Investment?The SPY tracks the S&P 500 and is an index fund that's made up of the 500 largest companies on the U.S. stock exchanges, whereas the QQQ is an ETF that is composed of the 100 largest non-financial companies traded only on the NASDAQ stock exchange.If you were to pick one, which will you pick? Which one is a better ETF to invest in when it comes to growth and stability? At this roundtable, we talk about the difference between the two ETFs, their historical performance, current valuation, and the strategies behind investing in these two index funds....more19minPlay
May 06, 2021How Archegos Lost US$20 Billion in 2 Days And The Lessons LearntBefore he lost it all, Bill Hwang was the greatest trader you’ve never heard of.Starting in 2013, he parlayed more than US$200 million left over from his shuttered hedge fund into a mind-boggling fortune by betting on stocks. Had he folded his hand in early March and cashed in, Hwang, 57, would have stood out among the world’s billionaires. And then, in two short days, it was all gone...At this roundtable, we discuss what went wrong with Archegos Capital, how Hwang lost US$20 Billion in a matter of days, as well as the lessons learnt....more21minPlay
April 29, 2021Grab's Upcoming IPO - Should You Invest?Grab Holdings, Southeast Asia’s largest unicorn, will go public in New York via a merger with one of Altimeter Capital Management’s SPACs in a deal valuing the app at US$35 billion. In this video, we discuss Grab's business model, their growth prospects, and if their upcoming IPO is attractive....more31minPlay
April 21, 2021Is CapitaLand A Good Stock To Buy Now?CapitaLand is proposing to restructure its business model and split its business into two entities. Its fund management and lodging business segment will be housed under the new CapitaLand Investment Management (CLIM) and will be listed on the SGX. It's development arm, however, will be taken private and off the exchange.At this roundtable, we discuss what this means for CapitaLand shareholders, what the restructuring is about, and the possible changes to CapitaLand in the near future....more19minPlay
April 14, 2021Is Berkshire Hathaway's Share Buyback A Good Move?Berkshire repurchased a record $24.7 billion of stock during 2020, up from $4.9 billion in 2019. The pace accelerated in the second half of 2020, with about $9 billion of buybacks in both the third and fourth quarters.Buffett emphasized that the company only engages in share repurchase programs when it believes shares are trading below their intrinsic value.Is the share buyback a good move given that there are better, more lucrative opportunities during the pandemic? At this roundtable, we discuss about the Berkshire Hathaway's share buybacks and the possible reasons behind the decisions....more18minPlay
April 08, 2021China Boycotts Nike - What Now?Greater China is Nike's fastest growing market. It is also the most profitable market for the sporting giant.Recently, H&M, Nike and other big Western apparel brands are facing a boycott in China because of the stand they've taken against the alleged use of forced labor to produce cotton in the country's western region of Xinjiang.Nike shares fell by 4%, while Adidas sank more than 6%... So what's going to happen if the boycott continues? Will Nike lose its lucrative foothold in Greater China? Or is everything just a passing cloud?At this roundtable, we discuss about the incident, and what it means for Nike....more14minPlay
April 01, 2021Are Singapore Banks Still Undervalued?The three big banks in Singapore, namely DBS, OCBC and UOB, have seen their share price appreciate about 30% over the last six months. However, because of the dividend cap rate, the Singapore banks are currently offering about 3% yield based on their current share price.In addition, interest rates are expected to remain low -- at least until 2023, which will affect the banks' earnings for the next two years or so. So the question is, are the banks in Singapore still attractive to look at today?In this roundtable, we share our findings and insights on the three Singapore banks and if they are worth considering at their current valuations....more16minPlay
March 24, 2021Is The Tech Bubble Crashing? What Should You Do?The share price of many tech stocks underwent a correction over the last week or so resulting in many investors wondering if a tech bubble crash is happening. Instead of a bubble burst, the selling was actually sparked by a selloff in the Treasury bond market, which pushed up yields.In this week's roundtable, we talk about what is happening in the market today that has resulted in some of the price corrections that we are seeing in tech stocks.We also talked about what you should be doing and some of the opportunities that are in the market today....more19minPlay
March 17, 2021Disney Vs Netflix - Which is a Better Investment?Disney's streaming service has made its way to Singapore. It is also in operation in the U.S., Canada, UK, and much of Europe. Netflix, on the other hand, is already the market leader when it comes to over-the-top (OTT) streaming services with over 200 million subscribers. The question of whether Netflix or Disney+ is the right choice has never been more pressing. Which is a better OTT stock to own? Which company has more growth potential? What's the runway for the OTT industry?At this roundtable, we compare the pros and cons between Disney+ and Netflix, their financials and how these two companies are likely to pan out in the near future....more27minPlay
March 10, 2021Parkway Life REIT vs First REIT - Who Wins?Some investors may claim that as long as a REIT is in the healthcare industry, it is a stable and safe investment. That claim however, couldn't be further away from the truth.Not all REITs are created equal. It doesn't matter if they are in the same industry. Different REITs have different properties and their style of managment can be vastly different as well. That is why it is important to go deep into understanding a REIT before investing your money. In today's roundtable, we take a look at two Singapore-listed REITs -- First REIT and Parkway Life REIT -- and compare their performance and how they have fared over the past few years....more20minPlay
FAQs about Investors of the Roundtable:How many episodes does Investors of the Roundtable have?The podcast currently has 288 episodes available.