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The Walt Disney Co
Global stocks
The Walt Disney Co: Streaming business stays in the red but theme parks poised for recovery
Disney has been investing heavily in the direct-to-consumer (DTC) streaming segment, which has yet to turn profitable.
June 23, 2023
Global stocks
The Walt Disney Co: The Magic Kingdom is still Marvel-lous
The earnings did not inspire much confidence among investors, with a one-year total return of –34.6%.
January 23, 2023
News
Netflix plans to offer video games in push beyond films and TV
The idea is to offer video games on Netflix’s streaming platform within the next year
July 15, 2021
Tong's Portfolio
Adding Disney, Amazon and GM to Global Portfolio
After giving consideration to the prevailing market sentiment, we made several switches in the Global Portfolio.
June 04, 2021
Tong's Portfolio
Liquidity to companies, not capital markets, needed
The sell-off has been fast and furious. There is indiscriminate selling across the board, regardless of quality, likely perpetuated by algorithm trading and exchange-traded funds.
March 20, 2020
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
November 22, 2019
Tong's Portfolio
Adobe is another example that the future favours the subscription model
(July 19): US stocks continue to outperform the rest of the world this year. The Dow Jones Industrial Average, Standard & Poor’s 500 and Nasdaq Composite all hit fresh record highs this month. The three benchmark indices are currently up between 16.7% a
July 19, 2019
Tong's Portfolio
Global Portfolio outperforms MSCI index and has positive absolute returns
SINGAPORE (May 20): The tide appears to have shifted once again for global stock markets. After fanning hopes of an imminent breakthrough on a trade deal for months, US President Donald Trump escalated tensions with a trademark tweet a couple of weekends
May 20, 2019
Investing strategies
Why we sell the stocks even if we still like the companies
SINGAPORE (Apr 22): Let me start by wishing our Christian readers a blessed Easter.
April 22, 2019
I could’ve done better — why I’m sticking to FB and Disney, maybe not GM
SINGAPORE (Jan 29): My Global Portfolio continues to outperform the benchmark MSCI World index over the past one-week, gaining 2.8%. This brings cumulative portfolio returns to 9.8% in the five weeks since inception.
January 26, 2018