Premium Research · Membership
Full access to the live portfolio research. Position theses, valuation work, sizing rationale, and ongoing commentary on every name held — written as I work through it. For the practitioner who wants to learn by watching one done.
S$30
per month · billed monthly · cancel anytime
Join the waitlistMembership opens once MAS compliance is verified
One full research report per month on a name I am studying or have just bought. Includes the business model breakdown, the competitive analysis, the management assessment, the valuation work, and the position-sizing rationale.
Every buy, every sell, every rebalance — disclosed within 48 hours of execution, with the reasoning. You see the practice, not just the conclusions.
A short note each week on what I'm watching, what I'm reading, and what the noise of the week tells me about the underlying signal. Pairs well with the Sunday Letter.
Ninety minutes, four times a year. I walk through the portfolio, the thinking, and the questions members have submitted. Recorded and archived for those who can't attend live.
Every research report, every market note, every quarterly call — from the day Premium Research launched. The whole library, searchable, yours for as long as you remain a member.
A members-only inbox. I read every email. I reply to most. The exchanges with engaged members have been some of the most useful conversations I've had since starting to write publicly.
Premium Research will not accept paid subscribers until I have independently verified the licensing requirements that apply under Singapore's Financial Advisers Act (Cap. 110) and related MAS regulations. The framework permits certain forms of general commentary on publicly listed securities, but the threshold separating commentary from personalised advice is fact-specific and requires legal review. Until that review is complete, the waitlist is open but no money will change hands. I'd rather build this slowly and correctly than quickly and exposed.