Dear Investing Kaki,

Happy New Year 2025 to you!

As 2024 draws to a close, it’s the perfect time to reflect and plan ahead. I’m thrilled to share some exciting updates about my own investing strategy and what’s in store for you in 2025!

I’m sticking to what worked well in 2024:

I’ll be sharing more details in an upcoming YouTube video, so stay tuned!

I’m excited to announce that we will evolve DividendKakis to SuperKakis - our newly revamped membership.

With that in mind, we will have a mini trial launch in early January 2025.

This one-time special launch is designed to get feedback from early users, and to thank you for your insights, I’ll be offering a heavily discounted price for just one week.

Here’s what SuperKakis (hopes to) bring to the table:

SuperKakis will be built around a Quality Investing Framework, making it simple for everyone to invest in strong, proven stocks they believe in.

For example, if you had invested $100 in McDonald’s stock 20 years ago, it would now be worth $938.68 (up 938%) based on today’s price of $293.62. No charts, no prediction - just conviction in solid companies.

Following SuperKakis, our flagship value investing membership → Modern Value Programme (MVP) will launch near Chinese New Year 2025.

MVP is built for investors looking to identify undervalued opportunities with potential catalysts across Singapore, HK, and US markets.

And we are proud to say that since its inception in 2019, MVP has achieved an impressive 244% total return!

For instance, using our MVP framework, we have added SATS Group to our model portfolio when everyone else is running away in fear back then - netting us a 56% profit to date!

I can’t wait to help you achieve more in 2025, whether through MVP, SuperKakis, or the videos and newsletters I provide.

Thank you for being part of this journey, and let’s make 2025 our best year yet!

Stay tuned for a fruitful year ahead,
James Yeo

Moving on, here are the news that shocked the world…

Nordstrom: Nordstrom, America’s beloved retail store, is being brought private by the Nordstrom family and El Puerto de Liverpool for US$6.3 billion [Read More]

Container Store bankrupt: Container Store, a retail store, has filed for bankruptcy as its debt is out of control [Read More]

Banks sue Fed?: US large banks are suing the Federal Reserve because of the annual stress tests that have ‘unexplained requirements and restrictions’ [Read More]

Walmart, Branch Messenger: The Consumer Financial Protection Bureau is suing Walmart and Branch Messenger for forcing delivery drivers into ‘junk fees’ [Read More]

Nippon Steel: Nippon Steel has extended its deadline for its US$15 billion acquisition of United States Steel Corporation, awaiting Biden’s review [Read More]

Join Long Angle Today

P.S. Every click let me drink kopi and analyze stocks for you for free ☕😉

Here are the news covering the Asia market…

CATL IPO: Chinese battery manufacturer, CATL, is looking to list in the Hong Kong market pending approval from the regulatory bodies [Read More]

Alibaba X E-Mart: Alibaba is going 50-50 with E-Mart in South Korea to create a US$4 billion joint venture and compete in its fast-pace online marketplace [Read More]

Nidec: Nidec is spending US$1.6 billion to take Makino Milling Machine private, with or without the company’s board approval [Read More]

DBS: DBS Group’s share price have soared by 43% since the beginning of the year, and Macquarie thinks it still have room to go up even higher [Read More]

SingPost: Chaos! Its CEO, CFO and one more executive has been terminated by the board after they were found to have failed in handling whistleblowers reports [Read More]

Koh Brothers: Koh Brothers Eco Engineering won a $314 million contract from the Land Transport Authority to build a bus depot at Lorong Halus [Read More]

See below for our handpicked analyst reports:

We have a winner for 2024 (or till 27 December 2024).

Taiwan is top of the list, gaining by 29.8% for the year, probably boosted by the country’s deep linkages to the global semiconductor industry. After all, what can Apple and all the other AI/tech companies do without TSMC’s superior electrical and electronic production capacity?

Both the United States and Japan came in second and third. The Magnificent 7 of the S&P 500 drove most of the gains in the U.S. market with Nvidia now being the world’s biggest company. Meanwhile, Japan’s market rose on leaps and bounds as inflation is back and so is consumer and business confidence in the country which underwent the Lost Decade.

Singapore’s market had a great year too as its global trade links to the rest of the world meant that if the world is eating good, so is the country.

Despite the setbacks in 2023 and 2024, China’s market still registered a respectable performance as its government seems hell-bent in reviving the world’s largest economy.

However, not all is great in the land of K-pop and chaebols - South Korea. A disastrous political move by its president to declare martial law backfired and its political leadership is now in limbo.