BAM RESEARCH
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My latest investment research, analysis and views on stocks, ETFs and opportunities
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Latest Research
4 most recent publications
Grab Stock Breakdown: The Superapp, Atome, Autonomous Vehicles and Valuation
A complete GRAB investment thesis covering its businesses, network effects, insider buying, Atome, driver economics, risks, a simplified DCF and a final rating.
SoFi Stock Breakdown: Strong Growth, SoFiUSD and the Price I Would Pay
A complete SOFI investment thesis covering banking, credit quality, Mastercard settlement, risks, a simplified DCF and a final rating.
XND & XUS: 4 New Irish-Domiciled UCITS ETFs Coming to SGX
A Singapore investor’s look at Xtrackers XND and XUS, how they compare with QQQ, QQQM, VOO and SPY, and why their Irish-domiciled UCITS structure interests me.
QQQ vs QQQM vs XNAS: Which Nasdaq-100 ETF Makes Sense for Singapore Investors?
Comparing QQQ, QQQM and XNAS on fees, domicile, dividends, fund structure and long-term investing considerations.