El Cheapo Investing
Christopher TayEx-equity analyst on a journey to find better ways to live, specifically on investing and health
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 15 | Founded | 3 years ago | Last Issue | a month ago |
| Active | |||||
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christophertay.substack.comLatest Issues
HC Surgical : "Baby" Foundation Healthcare at 15% FCF yield
Thesis in one line: Buy for 15% FCF yield and potential to ride tailwinds of rising need for their services, but watch out for well-capitalised, hungry competitors e.g. Foundation driving up competition for talent and customers
Quick i...
Update on Stamford Land
Thesis in one line
A debt-free, cash-backed deep-value asset play: buy tangible Australian hotels and property below realistic value — and below replacement cost — with a large cash cushion that makes permanent loss of capital unlikely. Th...
Selling my shares in Khazanah, long GIC / Temasek for CDC dividends
“Life can only be understood backwards.”
Credit to ICA - really delivering the service its customers value
Funny how the chain of events stacks up looking backwards – there were so many dependencies, fortunate breaks and acts of kindness....
The Dopamine of Dividends
Credit: https://blog.seedly.sg/dividend-investing-how-much-you-need-to-invest-passive-income/
Noo-Noo recently reached out again, exclaiming happiness with the stock market reaching an all-time high. She can now buy ¼ of a Chanel bag....
The next Amara? Stamford Land (SGX: H07)
Picking stocks is dangerous for your wealth. Look away now, Noo-Noo.
Stamford Land recently popped up on my radar again after being mentioned on NextInsight[1] and so I took a closer look.
3 things stand out: clear undervaluation, in...
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| Subscribers | Engagement | 63 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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Ex-equity analyst on a journey to find better ways to live, specifically on investing and health
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