Recently, my friend and I discussed stock investing, and I noticed that many people have a misunderstanding: “a good company” does not mean “a good investment.” These are two different things. Let's take Google for example. When it was priced at $150, it seemed like an unstoppable company with “excellent financial performance” and a “culture that encourages innovation.” However, when it was priced at $95, it seemed hopeless due to “ChatGPT surpassing it” and “slow R&D.”
The flaw in this way of thinking is that people only see the “present” and not the “future.” We need to reflect on ourselves, especially those who base their investments on fundamental analysis, and ask ourselves if we have made this mistake. Should we buy undervalued stocks or go after overvalued stocks? If a company's strengths/weaknesses have been revealed in news/financial reports, then it's not a secret; it's likely already been digested by institutional investors (reflected in pricing).
If we trade based on “already reflected” facts, then we are likely to be cut into chives. Investing isn't as simple as following the trend. There are 24 million people working in the financial industry around the world. If we're trading based on “I think this company is good,” are we treating these 24 million people as plasticine?
The challenge for investors is whether they can “find opportunities in the face of adversity.” Only by “anticipating opportunities” can we reap profits. Whether we're looking at technical analysis or fundamental analysis, when...

Recently, major institutions filed 13F reports with the U.S. Securities and Exchange Commission (SEC), disclosing their holdings and the size of their positions in U.S. stocks during the fourth quarter.
It is worth noting that large Wall Street private equity funds are buying Chinese stocks on a large scale, and the allocation strategy for Chinese stocks has gradually shifted from [underweight] to [Neutral]!
Michae...

According to our 2023 Retail Investment Outlook survey, Singaporean retail investors are looking to invest in the longer term than trade for short-term gains. This sentiment reflects the ever-evolving economic condition, alongside investors' desires for the Financial Year. At the same time, retail investors are taking a measured - or some say, cautious -approach to maintain the overall health of their portfolio...