Regular and recent readers of Investment Moats will remember that I went for a colonoscopy in August of this year. You can ...

I got this question in my Telegram chat. I know this person who is asking me is not exposed in any way so he is just getting a sense of what I think about it. But in a way, I been getting weird vibes ...

The 3 Singapore local banks DBS, OCBC and UOB reported their 3rd quarter 2025 results this week. DBS and OCBC’s stock price did well while UOB stock price tanked. I just want to take a moment to ...

Here is the update for my Daedalus portfolio for October 2025. If work is not too busy, I will try to provide an update where possible. I explain how I constructed this portfolio in Deconstructing ...

I would periodically update everyone my personal spending. This is the update for this month. You can review my past spending logs by going to the personal notes section of investment moats here in ...

One of the harder transitions that I have to make when investing a basket of very diversified equities is to consider how fundamentally tethered they are to reality. If you invest in 10 stocks and ...

My colleague forwarded me this participating fund health check review that Milliman did for 2025 and thought it is pretty ...

Jeff deGraaf of Renaissance Macro joins Danny Moses in his on the Tape podcast to share his technical take of the markets. Jeff deGraaf’s assertion that the market is in a more “normalized environment ...

This article will be a short one. In [Does Eliminating Unprofitable Small Caps Improve Long Term Small Cap Index Performance?], I wanted to find out if we get better returns if we are able to have a ...

This week has been a very topsy-turvy week for the portfolio. Not only did it not benefit from the run in small cap because it lacks those companies with no earnings companies that focus on uranium, ...

I have a Telegram group member James who asked if I have longer tenure returns data for this 5 year chart: I am not going to do for all but here are the total and annualized 20 and 25 year returns for ...

Rene Sellmann has a YouTube channel but keeps most of his Substack talking about what goes on in his personal portfolio. In this article, Rene writes out the intellectual arguments he had with his ...