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Analysis
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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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8 things I learned from the 2021 Berjaya Food AGM
Incorporated in 2009 and listed on Bursa Malaysia in 2011, Berjaya Food Berhad operates a number of food and beverage retail…
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Is the post-pandemic boom over for Zoom?
When the pandemic first emerged, it forced people and economies into lockdown around the world. Work from home became the…
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5 things I learned from reading Jeff Bezos’ annual letters to Amazon shareholders
Photo: Daniel Oberhaus, 2019 Amazon did not make a profit for the first six years, but it is now one…
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7 things I learned from the 2021 Padini AGM
Padini Holdings Berhad began its business in 1971 and was listed in Malaysia in 1998. As of June 2021, it…
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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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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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Our top 5 favourite Dividend Aristocrats
The search for high-quality dividend stocks seems never-ending. We favour the combination of steady earnings growth and a rising dividend…
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10 things I learned from the 2021 Genting Malaysia AGM
Incorporated in 1980 and listed on Bursa Malaysia in 1989, Genting Malaysia Berhad owns and operates resort properties across the…
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10 things I learned from the 2021 MAHB AGM
Listed in 1999, Malaysia Airports Holdings Berhad (MAHB) operates 39 airports throughout Malaysia. They include five international, 16 domestic, and…
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