Chin Hui Leong

Since losing a million customers in H1 2022, Netflix has added over 100 million subscribers, putting to rest any doubt that its business can no longer grow. Its shares have jumped by nearly 470% since its 2022 lows.
A SMART LOOK AT INVESTING

Long-term investing: more than just holding a stock

There must be conviction to keeping shares of a company for the long haul – backed by accumulated knowledge of the business over decades

In the long term, if you pick the right stock and the business improves, you can expect the stock price to follow, says the writer.
A SMART LOOK AT INVESTING

Letter to the 20-year-old investor

Give your investments the time they deserve, and give yourself the life you deserve

Salesforce's main AI product, Agentforce, has grown from zero to US$800 million in annual recurring revenue in 15 months, with more than 29,000 deals closed.
A SMART LOOK AT INVESTING

‘SaaS-pocalypse’ revisited: Three fears answered

Such software companies are not out of the woods, but the ones that thrive are those that fix customer pain points

Having "not-selling" as a default mindset forces investors to ask better questions before buying a stock, says the writer.
A SMART LOOK AT INVESTING

The subtle art of not selling stocks

Discipline doesn’t start at the point of buying; it happens long before

Sales of software-as-a-service companies such as Salesforce have pulled back sharply, as a new breed of agentic AI is seen to encroach upon the territory of established platforms.
A SMART LOOK AT INVESTING

Code is cheap. Trust is not

The durable edge in investing has always been in what is hard to see: trust, relationships, switching costs and institutional knowledge

As investors, we should always ask: Are we reacting to what has happened, or to what we fear might happen?
A SMART LOOK AT INVESTING

The SaaS apocalyse: When fear does the thinking

THE stock market can’t make up its mind. On the one hand, it is fretting over the hundreds of billions of dollars being spent on artificial intelligence (AI) infrastructure.

Meta Platforms has been transparent about its AI revenue. Its recent earnings briefing showed that AI-powered ad tools generate a US$60 billion annual run rate.
A SMART LOOK AT INVESTING

Four telltale signs of an AI boom or bust

Check if firms are delivering durable revenue streams by looking out for things such as specific dollar figures

The Straits Times Index is off to a strong start this year, surpassing 4,700 for the first time.
A SMART LOOK AT INVESTING

Should you still buy stocks at market highs?

Instead of chasing the next hot tip, focus on your priorities and stay true to your goals

Speed kills portfolios, but patience builds wealth.
A SMART LOOK AT INVESTING

2025’s biggest investing lesson – slow down

It is not about ignoring information but about refusing to let urgency override judgment

The risk of a stock market decline is real. Singapore's STI has experienced falls of 10% or more in eight out of every 10 years.
A SMART LOOK AT INVESTING

The stock market will eventually fall. Here are your options

Your success isn’t measured against the market or your neighbour’s portfolio; it’s measured against your own goals