Today I want to talk about the performance of the 2 portfolios I’m looking after. For details please click Here Let’s start off with the bad news. Viet Moat Portfolio (VMP) recorded a minor loss of -0.1% vs a gain of VNINDEX of +10% from Dec 16 to March 17. Such underperformance is due to 2 key… Continue reading News from the frontier

Great investing lessons were generously shared by some of my most favourite investors during January and February. For a complete list of the investors whom I admire, click here. Lindsell Train “Insights” column – Comfounding Compounding I’m a big fan of Lindsell Train – a UK-based investment fund run by 3 exceptional investors. The 3… Continue reading Lessons from the investors