Welcome to the 11th episode of The Better Podcast! We’re your co-hosts CHIN Hui Leong and CHONG Ser Jing. In The Better Podcast, we want you to get better at this game called life, together with us. This podcast is designed to share what we’ve learnt about life, business, investing, and so much more.
For our 11th episode, we discussed a whole bunch of things, including:
Lessons we learnt from stock picks we had made in August 2018; these are stocks that have collectively delivered a positive return, but which have trailed the market. The stock picks we talked about include:
Our biggest loser, Zuora, which helps other companies make the leap from one-time sale of products to subscription services
SATS, a Singapore-based company that provides catering services to airlines
Online search giant, Alphabet (formerly known as Google), which is one of the bigger winners among the stock picks we had made
The biggest winner within the picks, the Singapore-based fintech company iFAST
Measuring investment results over 5-10 year time-frames is way more meaningful than measuring results over shorter time periods
A simple but useful thing all investors can implement to improve their investment process: Setting reminders to look back at how stocks you’ve passed on perform with the passage of time
Two examples of companies that have managed to improve their businesses in the face of difficulties, thereby bringing to life the concept that necessity is the mother of invention. The examples are:
ASML being forced to ship its lithography machines faster to customers
Tesla being forced to reduce the number of chips used per vehicle
Nothing on this show should be taken as investment advice. It is purely for informational and entertainment purposes only. All opinions expressed in this show by us and our guests are solely our own opinions. We and our guests may hold positions in the financial assets discussed in the show. These holdings are subject to change at any time.
We value your feedback, so let us know your thoughts! Contact us at thebetterpodcaster@gmail.com
Show Notes
Book written by Tien Tzuo, founder of Zuora, titled Subscribed: Link
Article on how human taste buds change when flying: Link
Tweet made by Ho Nam, on how Walmart and Amazon both took nearly the same amount of time to reach US$100 billion in GMV: Link
The engineering magic behind ASML’s lithography machines: Link
Earnings call transcript of ASML where management talked about fast shipments: Link
Earnings call transcript of Tesla where management talked about reducing the number of chips used per vehicle: Link
TBP Episode 11