3 Bullet Sunday (Podcasts that educate better than a CFA, ROIC and Semicon)

Hi everyone!

In last week’s newsletter, I held a poll on which company deep-dive you want the most.

And here are the results!

I have started consolidating my research on the company and industry. Looking forward to putting out my best work yet for you!

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I. Podcasts that educate better than a CFA!

Click on the thread to find out 👇

Thomas Chua @SteadyCompound

If you follow the right podcasts, they will have more to teach than a CFA or an MBA in finance. But most people don't take advantage of them. Here are 9 podcasts that will make you a better investor:

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II. Importance of ROIC by Saber Capital

One of the writers that made me a better investor—John Huber.

He has written extensively on ROIC, one of the most important metrics to consider when evaluating an investment.

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III. Investing in semiconductors companies

Semicon companies have had a good run in recent years as the world ushers in a new digital age of Artificial Intelligence, self-driving vehicles and more.

This video has been helpful in catching me up to the industry!

If you have any other resources to share, let me know by commenting or reply directly to this newsletter.

Till next week!

Thomas Chua