Jun 25, 2022Why does the Stock Market go up?26 Jun 2022 | Eugene Ng | Founder & CIO | Vision Capital |Finance9 min readFinance9 min read
Feb 13, 2022Why Inflation and Interest Rates Matter Far Less Than You Think in Investing.13 Feb 2022 | Eugene Ng | Founder & CIO | Vision Capital |Investing7 min readInvesting7 min read
Dec 13, 2021Investing: Is it skill or luck?Losing On Purpose in Skilled Games From time to time, we contemplate deeply about the drivers behind our own investing performance and sometimes that of others (so we know who is worth learning from), so as to determine if one’s out-performance is attributed more to skill or luck. Thus when I chanced upon this quote below…Investing10 min readInvesting10 min read
Sep 12, 2021Why Culture Matters in Investing?Why Culture Matters? Culture is the ultimate long-duration intangible asset. Everyone knows it is important, but few really know how to measure it. It is hard to measure, difficult to quantify, tends to be overlooked & undervalued. Culture is beloved by all, but valued by none. “Culture might not drive short-term results, but…Investing6 min readInvesting6 min read
Aug 13, 2021When Is The Best Time To Invest?It could be very different from what you think. Timing the Markets Looking at the long-term seasonality chart of the S&P 500 Stock Index below, below are some of our observations and reflections on investing in general with respect to expectations and timing.Finance4 min readFinance4 min read
Jul 18, 2021Why the Focus on Finding Winners in Investing?Different Styles of Investing There are many different approaches to investing, from different types of investors with different mindsets, philosophy, frameworks, to demanding different return vs risk profiles. Ultimately understand that is no one investing style that suits everyone, but rather what uniquely suits you. Finding Winners We at Vision Capital are long-term investors, focused on…Investing5 min readInvesting5 min read
Jun 13, 2021Why what we invest in matters?Why and how we invest When I started my investing journey close to 5 years ago, the quote below by David Gardner, who was one of the biggest influencers in how I invest, resonated a lot to me and kept coming back to me time after time.Investing7 min readInvesting7 min read
May 9, 2021Why market selloffs don’t worry us?Market Declines are Inevitable In stock market investing, market declines are inevitable and will almost always happen. In fact approximately ~93% of the time it feels like we are losing, with the market trading below historical highs.Investing5 min readInvesting5 min read
Apr 4, 2021Why not Microcap Investing for us?The world of microcap stocks is an exciting, vast and rich place to allocate capital. Microcap stocks are publicly-traded companies with a typical market capitalisation of between US$50 million and US$300 million (note this does increase over time). In the US alone, there are over 3,000 microcap stocks totalling nearly…Investing6 min readInvesting6 min read
Feb 13, 2021Concentration vs Diversification in Investing. Which should you choose?Why Concentration? A common recurring theme amongst a selected number of top investors in the world is that they generally tend to adopt a concentrated investing approach, and it is this concentrated approach to focus and invest in their best ideas, that have led to outsized returns that have enabled them to…Investing6 min readInvesting6 min read
