Dollar General

Tong's Portfolio

Why we bought shares of Boeing and building suppliers, and trimmed consumers

(Nov 25): The Global Portfolio did quite well over the past one week, rising 1.8% and outperforming the MSCI World Net Return Index’s 0.3% gain. US stocks continued to inch higher to fresh record highs. The current investing landscape is positive for st

Tong's Portfolio

Our investment thesis for Dollar General and Builders FirstSource

SINGAPORE (Aug 19): What happens when the integrity of the decision-making process of the world’s largest economy is called into doubt? Surely it must have long-term implications for the rest of the world.

Tong's Portfolio

Our investment thesis for Dollar General and Builders FirstSource

SINGAPORE (Aug 19): What happens when the integrity of the decision-making process of the world’s largest economy is called into doubt? Surely it must have long-term implications for the rest of the world.
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