ContraTurtle

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Latest — 30 Dec 2025

My 2026 Investing Plan

In today's newsletter I cover, * Portfolio Update (in USD) * 2025 Stock Market Review & State of AI * What type of stocks benefit the most from today's AI and stand to be the real big winners (Premium subscribers) * My Investing Plan for 2026 (Premium subscribers) Today'

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The Most Important Stock Selection Criterion

For those of you that have been following me, you might have learnt recently about my tumultuous financial past. I was born into a wealthy family in Singapore, but through a series of financial missteps, my immediate family lost everything and I had to rebuild my finances from zero in

Netflix buys Warner Bros: Trap or Opportunity for Growth Investors?

On 5 December 2025, Netflix announced its acquisition of Warner Bros. Discovery (WBD). Just three days later, Paramount Skydance, led by CEO David Ellison, son of Oracle founder Larry Ellison, launched a hostile takeover bid for WBD. Coming shortly after Netflix’s Q3 earnings, where a Brazil-related tax impact pressured

Visa vs Mastercard: Why I prefer to invest in one of them

Visa and Mastercard form a global duopoly in card payments, capturing 90+% share of network purchase transactions (Outside China), with American Express, Discover and JCB fighting over the small remainder. Some investors prefer to own both networks as a paired “toll-booth” position in their portfolio. I take a slightly different

Portfolio Investment Principles & Watchlist Update

Portfolio Updates Every end/beginning of the month, I provide a portfolio update of the following: * Portfolio progress (in USD) * Performance update (TWR: Time weighted returns) * Portfolio % Allocations of my Positions (Premium subscribers) * Watchlist buy levels (Premium subscribers) * Overall strategy of what I'm doing next with my capital

The Quiet Compounder Stock everyone missed

Note: This article originates from my Stock Research Vault. At the end of this article, I share my valuation buy levels and next potential moves with this company for premium subscribers. Over the past 10 years, the S&P500’s biggest winners have followed a predictable pattern tied to

Transaction: 15 Shares purchased (USD7,710)

Why I Just Deployed $20,000 into This Company — and my Next Steps

Note: The following does not constitute financial advice/recommendations and is merely a journal of my own portfolio investment actions. Please remember to Do Your Own Research! For premium subscribers who were notified by email when I executed this trade last week, you’d have noticed I tagged the transaction

Transaction: 32 Shares purchased (USD20,000) - Fat Pitch

The only China Stock I'm investing in

Note: This is usually a paid premium tier article from Stock Research Vault but I am releasing this issue for free. At the end of this article, I outline my valuation buy levels and next moves with this stock. Btw, I am neither American nor Mainland Chinese so you can