Broken Markets!?, Terry Smith interview, and DeepSeek FAQ — 3-Bullet Sunday
Syed Faisal Abbas Tirmize
CFO & A Sustainability Mentor at MAFHH An Institution
Good day to my fellow compounders!
In 3-Bullet Sunday, I share with you the three most interesting piece of article, video or podcast I came across for the week on investing and growth philosophies.
Enjoy!
The Power of Compounding
For those in Singapore, I will be speaking at the Seedly Personal Finance Festival on May 3, 2025, at Marina Bay Sands about how to invest in your 20s to 40s to build wealth.
If you’re interested in joining, you can receive a 20% discount by signing up here.
Compound steadily,
Thomas
I. Broken Markets!? by The Brooklyn Investor
This article dives deep into the debate surrounding market efficiency and valuation. It examines the impact of passive investing on value investing, explores historical market trends, and provides a framework for assessing current valuations.
II. Winners Keep Winning w/ Billionaire Terry Smith
Gain wisdom from a legendary investor. This interview with Terry Smith, manager of the UK's largest stock fund, offers a fascinating glimpse into his investment philosophy and journey to success. Learn about his focus on high-quality businesses, his contrarian views, and the importance of independent thinking.
Click on the image below to tune into the interview:
III. DeepSeek FAQ by Stratechery
This in-depth FAQ explores the implications of DeepSeek's recent AI breakthroughs. Discover how DeekSeek challenges US dominance in AI, the potential impact on the tech landscape, and the crucial questions investors should ask.
That's all I have for you today!
Till next week.
Thomas Chua at Steady Compounding