Microsoft may be undervalued right now — and in this roundtable discussion, we break down why. We’ll examine Microsoft’s valuation chart, why the stock has fallen despite its strong fundamentals, and how AI could shape the company’s future growth. More importantly, we’ll zoom out and explore how Microsoft’s valuation multiple has evolved over the decades — from its “lost decade” to Satya Nadella’s transformation of the business toward cloud computing and recurring revenue. It’s a powerful reminder that successful investing is not just about reading charts, but understanding how a business evolves over time — and what that business is truly worth.

In this fireside chat, we share some of our biggest investing mistakes over the years — from buying the wrong companies to overlooking risks and letting emotions influence decisions. We also discuss the lessons we learned from these experiences, how they shaped our investment approach, and what investors can do to avoid making similar mistakes in their own portfolios. All this and more in our latest episode!

In this roundtable discussion, we explain why we’re holding onto more cash right now. We dive into several indicators showing signs of market exuberance, discuss whether Warren Buffett is really “prepping for a crash,” and explain why valuation discipline still matters even in a rising market. We also explore what happens if markets continue climbing, versus how we would respond if a correction finally comes. Plus, we share pockets of opportunity we’re still finding in the market, and how much cash we think is reasonable to hold today. All this and more in our latest episode!

Learn how we analyse stocks step by step — from reading the financials and annual reports to understanding how AI can improve research, identifying key business risks, and calculating valuation. In this video, we walk through the core framework we use to evaluate companies and make better long-term investment decisions. All this and more in our latest episode!

Adobe’s stock has crashed as investors worry that generative AI could disrupt its creative software moat. In this video, we break down the real threats facing Adobe — from AI image generators and changing creator workflows to increasing competition and pricing pressure — and ask whether these challenges are temporary or structural. Can Adobe adapt and emerge even stronger with its own AI ecosystem, or is this the beginning of a long-term decline? We also dive into Adobe’s valuation, the key risks investors should watch, and whether the stock is finally worth betting on after the selloff.

In this fireside chat, we share how we made our first million — including how long it took, the mistakes we made, the lessons we learned, and the strategies that helped us grow our wealth over time. From saving and investing to mindset shifts and financial decisions, we break down the different paths we took and what we would do differently if we had to start again. Whether you’re just beginning your investing journey or working towards your own financial milestones, we hope this conversation gives you practical insights and encouragement for the road ahead!

In this roundtable, we discuss how to build a stock portfolio that actually fits you — because what works for one investor may not work for another. We break down the different types of stocks investors can own and explore how you might allocate them within a portfolio. We also dive into diversification vs. concentration, how many stocks are enough, position sizing, rebalancing, and when it may make sense to sell your positions. All this and more in our latest episode!

In this roundtable, we discuss the idea behind the “Wealth Ladder” where different levels of wealth unlock different forms of freedom. We break down each stage, debate whether the concept reflects real life, and explore whether it can help people spend more intentionally without over- or under-spending. We also discuss its limitations and share our thoughts on what truly matters when climbing the wealth ladder. All this and more in our latest episode!

What should you do with your Singtel Special Discounted Shares (SDS)? In this roundtable, we break down how the SDS scheme works, including the new transfer option for shareholders. We also revisit Singtel’s past performance to provide context on where the business stands heading into 2026. From capital allocation and regional growth to valuation and dividends, we assess Singtel’s near-term outlook—and most importantly, what we would personally do with the Special Discounted Shares. All this and more in our latest episode!

How much do you really need to retire comfortably? In this video, we break it down step-by-step—from estimating your lifestyle expenses and accounting for inflation, to factoring in dividends and CPF payouts. We then bring everything together to calculate your “magic number” so you can retire with confidence and clarity. Whether you're just starting your journey or fine-tuning your plan, this guide will help you take control of your retirement strategy.