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ContraTurtle

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'

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