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Analysis
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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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5 things I learned from the 2021 Ajinomoto Malaysia AGM
Ajinomoto (Malaysia) Berhad set up its business in Malaysia in 1961 and subsequently listed on the stock exchange in 1968.…
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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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10 things I learned from the 2021 Hartalega AGM
Hartalega is a fast-growing glove company that is listed on Bursa Malaysia. Its factories are equipped with the fastest and…
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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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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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7 things I learned from the 2021 Mapletree Industrial Trust AGM
Mapletree Industrial Trust (MIT) is an SGX-listed REIT that owns a portfolio of 115 industrial and data centre properties located…
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