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Moat Made Simple (MMS)

Tay Chi Keng

We break down investment ideas

Platform
Substack
PricingOnly free issuesPublishesWeekly
Issues18SubscribersRead taychikeng.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

After much deliberation...

When talking about investing in the Chinese market, it feels like we’re living in dog years. Every week, it feels like two months have passed. I don’t know if I’m the only one who feels this way.

2 months ago
6
2

Is the stock market overvalued today?

To buy or not to buy – that is the question investors ask themselves daily.

3 months ago
2
0

Are you ready to handle this stock market volatility?

After Friday’s market close, we see renewed concerns around US Macro development, whether the Fed is doing too little or too late, and whether valuations are justified.

3 months ago
4
1

Are you a Macro Investor Too?

The last two weeks have been an eye-opening moment for me – not because of the volatility that we’ve witnessed in the general market (because this is a feature of an auction-based system), but more so how many became macroeconomic experts o...

4 months ago
2
0

Authors

The writers behind this newsletter.

  • Tay Chi Keng

    Passionate about understanding businesses.

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