Cheng 
If legacy Anti-Virus (AV) represents the past and End-point Detection and Response (EDR) is the present, then Extended Detection and Response (XDR) is the future. And SentinelOne is a pioneer of the next generation of cyber security. Here, I’ll share my thoughts on SentinelOne’s business, their latest FY21 earnings and my takes as an investor. … Read more
Snowflake (SNOW) is a cloud computing data warehousing company stock, I will not go in-depth into what Snowflake (SNOW) does in this article, but would analyse their latest earnings results instead. For the uninitiated, here’s a summary of their business as taken from their S-1 filling: “Our platform unifies data and supports a growing variety … Read more
Investing involves Buying and holding an investment is most often covered and taught, but selling is least talked about. Hence, many new investors often find themselves hoarding investments and unwilling to let go even when circumstances change. Today, let’s break down the art of selling a stock that you own. Oftentimes, the number one barrier … Read more
Investors often ask me; “how do you compound your portfolio by 50-100% year on year?” The truth is I have no control over where the stock price would go, however it is possible for such growth if you know how to pick a multi-bagger stock. I focus on hypergrowth returns and I always look for … Read more
Many people ask me, “Cheng, your portfolio is mainly made up of SaaS/Technology stocks, isn’t that risky and too concentrated?”. Well, I don’t think so. In fact, all market sectors use technology and it is impossible to find a sector that does not use it. Software technology is essential to our daily lives and more … Read more