0:00 - Introduction
3:43 - Largest allocation Marco Polo Marine
10:45 - Why still holding on the company even after thesis played out?
14:41 - Sim Leisure Group tourism company
21:18 - Does James invests in Singapore banks and REITs
27:44 - James performance track record
29:24 - Investing in China or Hong Kong?
34:32 - Singapore vs. China allocation and views on US overvaluation
36:43 - Tesla bull or bear?
40:47 - Nvidia and AI hype
44:15 - Quit full time job to do YouTube full time
51:05 - Advise for people who wanted to embark on entrepreneurship
James YouTube Channel
https://www.youtube.com/@invest_kaki
Previous video where James interviewed Boon Tee
https://youtu.be/OJyTRDqlILo?si=3Qeu2Kr81MsfHwol
Join my Telegram Group
https://t.me/+9dEOuoV3Y283YTQ1
Sign-up Endowus using my referral
https://endowus.com/invite?code=TVEYX
Sign-up Moomoo using my referral
http://moomoo.com/en-sg/act/welcome?channel=1002&subchannel=268
Sign-up IBKR using my referral
https://ibkr.com/referral/boontee954
Disclaimer
The information is not intended to be and does not constitute financial advice, investment advice, trading advice, or any other advice or recommendation. Any expression of opinion (which may be subject to change without notice) is personal and there is no guarantee of any sort regarding the accuracy or completeness of any information or analysis supplied. Do your due diligence and invest safely.