#invest #stocks #globalinvesting
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Kelvin Goh – Investing in Global ECommerce
Kelvin Goh is a former Head of ASEAN Research at CIMB Investment Bank and formerly a director of an investment holding company, GT Capital. He currently manages the Qualis Global Fund at R3 Asset Management.
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CONTENTS:
01:30 – Why Invest Globally – Kelvin’s Investing Principles
02:30 – Can a Company Be Impervious to Global Shocks?
04:04 – How Do You Find the Next Amazon and Microsoft?
05:05 – Plenty of Runway Left in Etsy, MercadoLibre and SEA Ltd
06:30 – News, Knowledge or Trends? The Stock Selection Process
07:42 – How Active Should Portfolio Management Be?
09:36 – What Happens When the Cheap Money Era Ends?
11:54 – What Happens if You Buy the Wrong Stock? And How Do You Monitor Performance?
14:36 – Would You Buy Ant Financial? Or Didi Chuxing? And Do You Look at China Stocks Closely?
15:45 – Is There a Maximum Number of Names You Hold in Your Portfolio?
17:21 – Can Investing Become A Science? (Since Greed and Fear Rule Market Behaviour)
18:42 – How Do You Gauge Management and Overcome Financial Fraud?
20:14 – How Do You Overcome Black Swan Events (Like Covid) and Other Volatile Events
22:19 – How Much Cash Do You Hold as Dry Powder?
23:24 – Would You Touch NFTs, SPACs, Ethereum, Bitcoin?
24:05 – And What About ESG Investing? Social Impact Investing?
25:15 – Would/Should Investors Look at Investing in China Stocks?
26:06 – How Do You Invest Your Own Money?
27:08 – And What About Other Investments Like Real Estate / Property / Bonds / Fixed Income?
29:06 – How to Iron Out Intermediary Fees Charged by Banks
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