Archive - The Singaporean Investor

Nebula is now worth more than curiosity stream!

It’s been about 5 months since I last talked about CURI. Just a short update to comment on Q1 2023, recent updates right before Q2.

Aug 7, 2023 •

Inspirato - a potential 1 PE stock

Inspirato is a luxury travel subscription company. Market Cap at publication ~ 120M. Ticker - $ISPO. Disclosure & Disclaimer: I own ISPO shares, and…

Aug 7, 2023 •

April 2023

Thesis Busted - Kitchen Sink Quater

CURI released its Q4 2022, which was horrible. I go through the updated thesis, bull and bear case. Disclosure and Disclaimer. This is not investment…

Apr 2, 2023 •

March 2023

CuriosityStream Update

Disclosure & Disclaimer: I own $CURI. This is not investment advice. Do your own research. You can lose money on securities.

Mar 1, 2023 •

November 2022

CuriosityStream: Asymmetric Risk Vs Reward

Curiosity Stream is a specialty SVOD (Subscription Video on Demand) that specializes in factual content. Think “Netflix for documentaries.”. The market…

Nov 8, 2022 •

June 2022

My Investment Framework

While my investment principles are the high-level guide for my stock picks and portfolio management, I use my Investment framework to grade companies at…

Jun 5, 2022 •

7 investing principles to generate alpha

These are the investment principles I use to guide my stock picks.

Jun 5, 2022 •

This is The Singaporean Investor, a newsletter about Analysis of Semiconductors, EVs and Technology markets.

Jun 5, 2022 •

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