EVOlution of a thesis
Dear Clients and Friends of Farrer Wealth Advisors, we are pleased to bring you the Farrer Wealth Biweekly Blast, which includes our latest blog posts, fun facts, and general articles we find interesting. Happy reading and happy investing!
Latest Blog Post
EVOlution of a Thesis: After the equivalent of a short attack hit one of our holdings (Evolution) we took a deep dive into the incendiary report. In this week’s post we discuss where we disagree, where the report may have some merit, and the discoveries we made. Click here to read our blogpost on the topic (note this is not investing advice, please do your own diligence).
Farrer Fun Fact
Ecommerce Leaders: While 2021 was mean to be a year of ‘tough’ comps, ecommerce companies across the board have posted double digit growth rates. It illustrates that the shift to online is here to stay. (source)
Articles and Videos of the Week
We’ve always been impressed by Liviam Capital’s ability to ignore “undiscovered” stocks and invest in what’s basking in plain sight. Here is his investment checklist which is packed full of great questions.
Want to know how NFTs create value? This article explains how. (Thanks to Arun C. for sharing)
The final part on the coverage of Sea Limited is out on Punch Card Investor’s blog. In this final piece the blogger lays out valuation and price targets for the gaming and ecommerce giant.
This post was a really great overview of Singapore’s property market and includes an analysis of the key players.
Ben Thompson posted his take on Spotify’s earnings and how the company’s advertising flywheel may just be getting started.