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Wolf Money(portfolio update end Nov 2025)
My thoughts and prayers to the victims and families affected by the Wang Fuk Court fire in HK. May God grant you solace and strength in your road to recovery. Amen 🙏
Ole Ole Ole Ole
Singapore football had its finest moment recently with the qualification for the Asian Cup 2027. Let me join my countrymen in congratulating our Lions for a job well done. The continental championship will be held in Saudi Arabia. There might be good reason for booking an air ticket to Saudi Arabia for some sightseeing since our national team is in the main draw of the AFC Asian Cup.
https://lonewolfinvestor.blogspot.com/2025/11/wolf-moneyportfolio-update-end-nov-2025.html
Wolf Money(Singapore Savings Bonds Dec 25 results)
https://lonewolfinvestor.blogspot.com/2025/11/wolf-moneysingapore-savings-bonds-dec_27.html?m=1
Wolf Money(Thai Beverage results conference call summary)
https://lonewolfinvestor.blogspot.com/2025/11/wolf-moneythai-beverage-results.html
Wolf Money(Thai Bev FY25 results)
https://lonewolfinvestor.blogspot.com/2025/11/wolf-moneythai-bev-fy25-results.htmlWolf Money(Singapore Savings Bonds Dec 2025 review)
https://lonewolfinvestor.blogspot.com/2025/11/wolf-moneysingapore-savings-bonds-dec.html
Wolf Money(Fu Yu Corporation)
https://lonewolfinvestor.blogspot.com/2025/11/wolf-moneyfu-yu-corporation.html?m=1
Wolf Money(ComfortDelGro 3Q25 results)sold
https://lonewolfinvestor.blogspot.com/2025/11/wolf-moneycomfortdelgro-3q25-resultssold.html?m=1
Wolf Money(Thai Beverage PCL)
https://lonewolfinvestor.blogspot.com/2025/11/wolf-moneythai-beverage-pcl_12.html
Wolf Money(Thai Beverage PCL)sold revised explanations
https://lonewolfinvestor.blogspot.com/2025/11/wolf-moneythai-beverage-pclsold.html?m=1Wolf Bargain(Temasek Shophouse)
For the past few weeks, I have been meeting friends for breakfasts and lunches at Temasek Shophouse. Temasek Shophouse is owned by Temasek Trust which is the philanthropic arm of our sovereign wealth fund.
https://lonewolfinvestor.blogspot.com/2025/11/wolf-bargaintemasek-shophouse.html
Wolf Money(Thai Beverage PCL)
https://lonewolfinvestor.blogspot.com/2025/11/wolf-moneythai-beverage-pcl.html
Wolf Money(Comfortdelgro)
https://lonewolfinvestor.blogspot.com/2025/11/wolf-moneycomfortdelgro.htmlWolf Money(portfolio update end Oct 2035)
Commentary
A couple of &ldquo ins&rdquo to the portfolio in Sept was followed by a couple of &ldquo outs&rdquo in Oct. Follow by a seller&rsquo s remorse which was follow by &ldquo Queen&rsquo s Gambit&rdquo . I am not convinced by the bullish market, even though I might have a bit more confidence with my own analysis. Both sold positions of CH Offshore and Thai Beverage turned in a positive gain for Lone Wolf Fund. Bringing the YTD gain to 17.5%(unleveraged excluding dividends and cash yield).
https://lonewolfinvestor.blogspot.com/2025/10/wolf-moneyportfolio-update-end-oct-2035.html
Wolf Money(Singapore Savings Bonds Nov 2025 results)
https://lonewolfinvestor.blogspot.com/2025/10/wolf-moneysingapore-savings-bonds-nov_29.html?m=1
Wolf Money(Thai Beverage PCL)sold
https://lonewolfinvestor.blogspot.com/2025/10/wolf-moneythai-beverage-pclsold_28.html?m=1
Wolf Money(Singapore Savings Bonds Nov 2025 review)
https://lonewolfinvestor.blogspot.com/2025/10/wolf-moneysingapore-savings-bonds-nov.html
Wolf Money(Thai Beverage PCL)
https://lonewolfinvestor.blogspot.com/2025/10/wolf-moneythai-beverage-pcl.html?m=1
Wolf Money(world market review 13-19 Oct 2025)
https://lonewolfinvestor.blogspot.com/2025/10/wolf-moneyworld-market-review-13-19-oct.html
Wolf Money(Thai Beverage PCL)sold
https://lonewolfinvestor.blogspot.com/2025/10/wolf-moneythai-beverage-pclsold.html
Wolf Bargain(Joo Chiat: A Timeless Neighbourhood)
Today Lone Wolf is in Joo Chiat, one of the historic precincts in Singapore. Joo Chiat began as an area for coconut and cotton plantations. Slowly, it emerged as an enclave for wealthy Peranakan and Eurasian families in the early 20s century.
https://lonewolfinvestor.blogspot.com/2025/10/wolf-bargainjoo-chiat-timeless.html?m=1