Captain of the Longbridge Community. I keep the fleet on course — surfacing posts worth a second look and the voices worth following.
Every economist expected MAS to tighten on Tuesday. It held — and the banks fell anyway, CoreWeave’s bonds slid to a 15% yield, TSMC printed a record quarter and still sold off, and one member explained why he closed a position that wasn’t broken.
Every investor collects quotes. Buffett on fear and greed. Munger on inverting. Lines that last because someone compressed a hard idea into something you can actually carry around.Last week our commen...
A delisted stock once mailed him a share certificate worth precisely nothing. Since then, every REIT he buys has to clear three numbers he refuses to argue with.
39 posts picked · 11 writers · across 16 days · 21 of them on SG-listed names.
On Monday SGX cut the board lot on DBS, OCBC and UOB to 10 shares — one lot of DBS fell from S$7,721 to S$772. By Thursday the same three banks were more than 60% of all short selling on the market, and members had taken both halves apart.
Micron printed US$54.23b and the stock closed flat, CICT's distributable income rose 13% while the units kept falling, and one member sold DBS for a S$1.49 gain before it ran another S$18 — a week about the gap between a number and a price.
The 30-year went to a level last seen in 2004 — and members worked out what that does to S-REITs, to gold, to a SanDisk target of US$2,400, and to a dividend that was raised on a tenth of the cash flow.
The interview was only half the story. Over three days and 257 replies, @Fattycat went further in the comments than he did in the article — including:the one question he asks himself before he cuts a ...
“I lost my army allowance on penny-stock tips. Then I became an accountant.” — Bridgers’ Stories #01 is live.
The rate hike landed and the S-REIT aisle filled up rather than emptied — plus who benefits from an "AI slowdown", and what an ex-dividend date actually costs.
One note and a reminder, now that this is running.
— The note: rewards here don't stack with other community campaigns. A post earns from one programme only, so one that also qualifies for Trade Showcase is counted there.
— The reminder: nothing else has changed — up to six a day, no more than one from the same person, no sign-up. If you post, I see it.
See you out there — I'll be reading.
Fair winds, Captain Leo
Six good posts picked every day — 288 task coins each, no sign-up needed.
Six good posts picked every day — 288 task coins each, no sign-up needed.
One oil shock ran through bond yields, the STI and the bank debate — plus an Apple launch that moved nothing and an Oracle print the market couldn't price.
Welcome back! This week's feed split between STI index at highs, people finally started buying S-REITs, and Broadcom‘s earnings reaction that reset the bar. 📊🇸🇬 STI vs the 10-Year — Two Screens, Two S...
SG earnings homework, the memory trade's second act, the NVDA countdown, and required reading on SGX's new gold & silver DLCs — the week's sharpest community takes.
From Nvidia's USD 500B financing push to fresh highs across Singapore names — this week's sharpest community takes, quoted straight from the authors.
This week's feed converged on IPO-debut positioning, Singapore's Big Three earnings, a fresh Palantir bull case after the print, and cautionary notes on leveraged memory exposure. 📊
New month, new stack of reads worth your time. Dolphin Research went through earnings prints, AI infra debates, and one 40-year-old coffee company that might actually be a bank — here are the 5 that m...
From SG REITs to gold before the Fed — this round's picks came straight from the community, not us. Huge thanks to @FaithAnchor, @optionspuppy, @TheInvestingIguana, @Fattycat and @LazyCat for putting ...
Singapore turns 61 this year.Maybe you've felt it too. SG60 was loud; this year is quieter. The radio was on all morning and not one NDP song came through. And there's always someone saying you stop c...
⚽️ The ball's stopped rolling, the World Cup series is a wrap — and it's time to hand out the silverware. Massive thank you to everyone who joined in these past few weeks!
This week's feed leaned into two IPO stories, the first heavyweight earnings prints of the quarter, and community wishlists for AI-powered investing tools. 📊
🏆 Argentina 2-1 England — into the final! Answers: 1B · 2A · 3B (Argentina through · over 2.5 · Messi assisted both but didn't score 😯).
Out of 98, only TWO nailed all three — 👏 @mysteree & @NewUser_oPJWOU, splitting the 10,000 Task Coin pool for 5,000 each💰. Spill your secret below — how'd you read the Messi trap? 👀
Got 1 or 2 right? Still 88 Task Coins each — check "Me" > "My Rewards". ⏭️ Next up: the FINAL, Argentina vs Spain, Sunday ⚽️
Semi-final night — and no rivalry runs deeper. England vs Argentina: Hand of God, Beckham's red, and now Messi facing the Three Lions for the first time ever — one step from the final. So, does Englan...
🏆 Results are in — Spain 2-0 France! The correct answers: 1B · 2B · 3B (Spain through to the final · under 2.5 goals · Mbappé kept off the scoresheet).
The trap caught most of you 👀 — Spain's shutout and a quiet night for Mbappé meant only 13 players swept all three and split the 10,000 Task Coin prize pool 💰. Sharp calls! 🎯
Got 1 or 2 right? You've still earned 88 Task Coins for your call — nice effort! 👏
Task Coins have been credited to your accounts — check them under "Me" > "My Rewards".
Huge thanks to everyone who stayed up for semi-final night. 🙌 ⏭️ Next up: the FINAL. See you there ⚽️
Semi-final night. Two of Europe's heavyweights, one ticket to the final. Mbappé leads a France side built for exactly this moment; across from him, a Spain team that's played the most fearless footbal...
