
Malek Ali
I start and invest in companies that disrupt the cosy status quo

FAANGs No More?
FAANGs No More?If you had invested US$1,000 spread equally among the FAANG stocks 10 years ago, it would have been worth US$14,000 at the start of this year. It would have been a wonderful run.If you held on to FAANG this year, that US14,000 value built over 10 years would have halved to US$7,000 in the space of 11 months.So what do you do from her

Early Warning System for Falling Markets
Banish Fear (of) Markets – Issue 17/2022 – 6 October 2022 Here are two of The Economist’s front pages published in February. It warns of stock markets on the edge of a cliff and the impact of upcoming high interest rates. Very prescient given that markets crashed in June. I have been a reader of […]

50, 75 or 100?
Jerome Powell, Fed chairman. Will he go for 50, 75 or 100 basis point hike? Whatever the decision, markets will roil. Banish Fear (of) Markets – Issue 16/2022 – 15 June 2022 The Federal Reserve meets later this evening, KL time, to discuss whether they should raise interest rates by 50, 75 or 100 basis […]

Share Buybacks : Always Good News?
A quick explainer on share bubacks.This is when a company feels that its stock price is below its intrinsic value, and it has more cash than it needs for operations and investments. So it goes to the stock market and buys its own shares.

“Be Greedy When Others are Fearful” – Warren Buffett
“Be Greedy When Others Are Fearful”One of several famous quotes by legendary investor, Warren Edward Buffett.But how do you know when others are fearful? Well, the markets have figured that out and given us an index to measure the sum of all our fears.Also this week, why Grab stock price dropped 37% in one day.

War’s Impact on Markets : No Longer Predictable
Banish Fear (of ) Markets – Issue 8/2022 Market commentary for period 21 January to 25 January, 2022 It seems callous to speak about the impact of war on the stock market when Ukrainians are fighting for their lives. So I’ll make it brief this week and just focus on the essentials. I ended last […]