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Thiveyen Kathirrasan,CFA
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thiveyen
Writes on investing ideas for the general public and is also an analyst for Tong's portfolio. Is a CFA charterholder since November 2024.
Latest from Thiveyen Kathirrasan,CFA
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Hunting for value in luxury stocks
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Luxury
Hunting for value in luxury stocks
by Thiveyen Kathirrasan,CFA• October 23, 2024
Horse racing stocks fairly valued, but gamblers can take a bet on Evolution
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Investing ideas
Horse racing stocks fairly valued, but gamblers can take a bet on Evolution
by Thiveyen Kathirrasan,CFA• October 10, 2024
F1 stocks: Who’s on pole?
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Global stocks
F1 stocks: Who’s on pole?
by Thiveyen Kathirrasan,CFA• September 12, 2024
Inefficient airports could attract attention
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Aviation & Engineering
Inefficient airports could attract attention
by Thiveyen Kathirrasan,CFA• September 05, 2024
Global portfolio up 2.1%, including profits from sales
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Global top 10 stocks for 2024
Global portfolio up 2.1%, including profits from sales
by Thiveyen Kathirrasan,CFA• August 22, 2024
New additions to our portfolio: Soup Holdings, Kweichow Moutai and Vici Properties
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Global top 10 stocks for 2024
New additions to our portfolio: Soup Holdings, Kweichow Moutai and Vici Properties
by Thiveyen Kathirrasan,CFA• August 08, 2024
Why Genting Singapore and Q&M Dental are undervalued
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Stocks To Watch
Why Genting Singapore and Q&M Dental are undervalued
by Thiveyen Kathirrasan,CFA• July 25, 2024
Temasek-linked stocks and their valuation
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Stocks To Watch
Temasek-linked stocks and their valuation
by Thiveyen Kathirrasan,CFA• July 18, 2024
A deeper look into CDL’s borrowings
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Bonds and treasuries
A deeper look into CDL’s borrowings
by Thiveyen Kathirrasan,CFA• July 04, 2024
Is Hongkong Land a value trap or undervalued?
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Property
Is Hongkong Land a value trap or undervalued?
by Thiveyen Kathirrasan,CFA• July 04, 2024
Valuing vice stocks
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Investing ideas
Valuing vice stocks
by Thiveyen Kathirrasan,CFA• June 27, 2024
Hunting for value in semiconductor stocks
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Semiconductor
Hunting for value in semiconductor stocks
by Thiveyen Kathirrasan,CFA• June 20, 2024
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