Irving Soh

Irving is a microcap/compounder focused investor with a large interest in business strategy and base unit economics. He believes that psychology, discipline, and focusing on long-term strategies will result in the best investing outcomes over a long period of time.

How To Invest

Irving SohApril 19, 2022
2

3 ways delayed gratification will make you a better investor

In 1972, a small boy sat at an unassuming table. In front of him was… a marshmallow. The premise was…
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U.S.

Irving SohMarch 22, 2022
2

McDonald’s vs Domino’s Pizza: Why one franchise is a better investment than the other

We have often shared that we a franchise is a great way to scale a business. This is because franchises…
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U.S.

Irving SohJanuary 18, 2022
2

Walmart vs Costco: Which is the better investment?

We often talk about buying great businesses. But what makes a business ‘great’? Profitability is one. And we measure profitability…
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Analysis

Irving SohDecember 6, 2021
0

McDonald’s vs Shake Shack: The power of the franchise model

As I’ve probably mentioned before, at The Fifth Person, we prefer businesses which are simple, profitable, and preferably recurring. One…
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U.S.

Irving SohNovember 26, 2021
0

Visa vs American Express: Which is the better credit card business?

Our portfolio at The Fifth Person follows several simple rules: Own easy-to-understand, predictable, profitable businessesTake advantage of market panic to…
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U.S.

Irving SohOctober 25, 2021
0

Elon’s Tesla compensation package: Too much, too little, or just right?

The question of whether Elon Musk is being paid too little or too much has historically been a vicious debate…
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Singapore

Irving SohOctober 11, 2021
0

8 things I learned from the 2021 SGX AGM

Singapore Exchange (SGX) held its annual general meeting just last Thursday. As one of Singapore’s beloved blue-chip stocks and with…
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Singapore

Irving SohSeptember 21, 2021
0

Is this the end or a new beginning for Singapore Press Holdings?

The advertising industry used to be a simple one. Want an advertisement? Want some attention? Take out an ad in…
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Singapore

Irving SohAugust 17, 2021
0

5 things I learned from the 2021 Singapore Airlines AGM

COVID-19 has been a giant problem for airline businesses around the world, Singapore Airlines (SIA) notwithstanding. SIA, a national brand…
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Singapore

Irving SohAugust 3, 2021
0

10 things I learned from the 2021 Netlink Trust AGM

Netlink NBN Trust is the sole owner of Singapore’s fibre network infrastructure. It’s responsible for maintaining and operating any infrastructure…
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