#1 KOPI | Applied Materials, Monster Beverage, Linde PLC

In 2025, global investors face a pivotal question: should you invest in the US or China? In this episode, we break down the key differences between the two economies, their economic outlook, key industries, and market trends shaping both superpowers. From the booming tech sector in the US to China’s rapid urbanization and consumer growth, discover where the best investment opportunities are for the year ahead. Connect With Me / Newsletter & Free Webinars https://www.learnwithstanley.com To find out more about our Premium Club, click here: https://valueinvestasia.com/club/praise-for-via-club/ Get our Book "Value Investing in Asia" Book Depository: https://bit.ly/3eQg43c Amazon: https://amzn.to/2xXCTRA Signed Copy of Value Investing In Asia https://bit.ly/2zjCDg6 All views or opinions articulated on the website and offical portal are expressed in our personal capacity and do not in any way represent those of the company, our employers and other related entities. All posts and published materials made do not constitute to being investment advice or recommendations. We do not take responsibility whatsoever for any loss or damage of any kind incurred from opinions or facts made from this website. We do not take responsibility for any factual inaccuracies error that we might made. All posts may be edited in the future. Disclaimer: All information is provided by Stanley Lim, a wealth advisor with iFast Global Market. However, any information provided during our webinar or podcast are meant purely for informational and investor educational purposes and should not be relied upon as financial advice. No information is presented with the intention to induce any reader to buy, sell, or hold a particular investment product or class of investment products. Any information, commentary, advice or statements of opinion provided here are for general information and educational purposes only. It is not intended to be any form of investment advice or a solicitation for the purchase or sale of securities. Before purchasing any discussed securities, please be sure actions are in line with your investment objectives, financial situation and particular needs. International investors may be subject to additional risks arising from currency fluctuations and/ or local taxes or restrictions. The information contained in this publication are obtained from, or based upon publicly available sources that we believe to reliable, but we make no warranty as to their accuracy or usefulness of the information provided, and accepts no liability for losses incurred by readers using research. Content, information, commentary and opinions are subject to change without notice. Please remember that investments can go up and down, including the possibility a stock could lose all of its value. In particular, you must NOT treat the Website, our forum or social channel including our YouTube Channel as a financial or investment advisory service. The information on our platforms is provided on a general basis without taking into account your specific investment objectives, financial status and particular needs.

Kopi In A Year Podcast Kopi In A Year is a podcast where friends discuss interesting stocks they found with each other in a casual setting. We discuss, we challenge and we joke.We track our ideas against the S&P500 ETF.At the end of one year, the person with the best-performing stock that beat the market wins a cup of kopi.Follow our Competition here: https://learnwithstanley.com/kopi-in-a-year/Connect With Me / Newsletter & Free Webinarshttps://www.learnwithstanley.comConnect with John Huo: https://www.linkedin.com/in/johnhuo/Connect with JooParn: https://aricjp.substack.com/Connect with Boon Tee: https://www.youtube.com/@BoonTee Legal Disclaimer: All information is provided by ValueInvestAsia.com, a publishing and education website managed by Slimhawk Partners Pte. Ltd. (A Singapore-registered Company-201708804Z). Value Invest Asia / Slimhawk Partners Pte. Ltd is not licensed or otherwise regulated by the Monetary Authority of Singapore, and in particular, is not licensed or regulated to carry on business in providing any financial advisory service. Accordingly, any information provided during our service is meant purely for informational and investor educational purposes and should not be relied upon as financial advice. No information is presented with the intention to induce any reader to buy, sell, or hold a particular investment product or class of investment products. Any information, commentary, advice or statements of opinion provided here are for general information and educational purposes only. It is not intended to be any form of investment advice or a solicitation for the purchase or sale of securities. Before purchasing any discussed securities, please be sure actions are in line with your investment objectives, financial situation and particular needs. International investors may be subject to additional risks arising from currency fluctuations and/ or local taxes or restrictions. The information contained in this publication are obtained from, or based upon publicly available sources that we believe to reliable, but we make no warranty as to their accuracy or usefulness of the information provided and accepts no liability for losses incurred by readers using research. Content, information, commentary and opinions are subject to change without notice. Please remember that investments can go up and down, including the possibility a stock could lose all of its value. 

Kopi In A Year is a podcast where friends discuss interesting stocks they found with each other in a casual setting. We discuss, we challenge and we joke. Today, we discussed about Applied Material (AMAT), Monster Beverage (MNST) and Linde PLC (LIN). We track our ideas against the Vanguard S&P500 ETF. At the end of one year, the person with the best-performing stock that beat the market wins a cup of kopi (coffee in our language). Follow our Competition here: https://learnwithstanley.com/kopi-in-a-year/

Connect With Me https://www.learnwithstanley.com To find out more about our Premium Club, click here: https://valueinvestasia.com/club/praise-for-via-club/ All information is provided by ValueInvestAsia.com, a publishing and education website managed by Slimhawk Partners Pte. Ltd. (A Singapore-registered Company-201708804Z). Value Invest Asia / Slimhawk Partners Pte. Ltd is not licensed or otherwise regulated by the Monetary Authority of Singapore, and in particular, is not licensed or regulated to carry on business in providing any financial advisory service. Accordingly, any information provided during our service is meant purely for informational and investor educational purposes and should not be relied upon as financial advice. No information is presented with the intention to induce any reader to buy, sell, or hold a particular investment product or class of investment products. Any information, commentary, advice or statements of opinion provided here are for general information and educational purposes only. It is not intended to be any form of investment advice or a solicitation for the purchase or sale of securities. Before purchasing any discussed securities, please be sure actions are in line with your investment objectives, financial situation and particular needs. International investors may be subject to additional risks arising from currency fluctuations and/ or local taxes or restrictions. The information contained in this publication are obtained from, or based upon publicly available sources that we believe to reliable, but we make no warranty as to their accuracy or usefulness of the information provided and accepts no liability for losses incurred by readers using research. Content, information, commentary and opinions are subject to change without notice. Please remember that investments can go up and down, including the possibility a stock could lose all of its value.

To find out more about our Premium Club, click here: https://valueinvestasia.com/club/praise-for-via-club/ Connect With Me https://learnwithstanley.com Legal Disclaimer: All information is provided by ValueInvestAsia.com, a publishing and education website managed by Slimhawk Partners Pte. Ltd. (A Singapore-registered Company-201708804Z). Value Invest Asia / Slimhawk Partners Pte. Ltd is not licensed or otherwise regulated by the Monetary Authority of Singapore, and in particular, is not licensed or regulated to carry on business in providing any financial advisory service. Accordingly, any information provided during our service is meant purely for informational and investor educational purposes and should not be relied upon as financial advice. No information is presented with the intention to induce any reader to buy, sell, or hold a particular investment product or class of investment products. Any information, commentary, advice or statements of opinion provided here are for general information and educational purposes only. It is not intended to be any form of investment advice or a solicitation for the purchase or sale of securities. Before purchasing any discussed securities, please be sure actions are in line with your investment objectives, financial situation and particular needs. International investors may be subject to additional risks arising from currency fluctuations and/ or local taxes or restrictions. The information contained in this publication are obtained from, or based upon publicly available sources that we believe to reliable, but we make no warranty as to their accuracy or usefulness of the information provided and accepts no liability for losses incurred by readers using research. Content, information, commentary and opinions are subject to change without notice. Please remember that investments can go up and down, including the possibility a stock could lose all of its value.

We dig deep into the history of the last family-owned bank in Singapore, United Overseas Bank. What is the secret behind its success?

PART 2 We chatted with Mr. Loh Wei, an experienced private investor.  Loh Wei is one of the most disciplined and experienced investors I know. I saw down with him to dig his brain on the favourite company among value investors; Berkshire Hathaway.  Many of us might love Berkshire Hathaway, but not many is able to explain Berkshire Hathaway so elegantly as Loh Wei. I learned a great deal from him, and I know you will too.  ***To subscribe to our podcast, search “Investing Ideas” on Apple Podcast, Google Podcast or wherever you get your podcast. If you like the show, please rate and review us as well. If you have an investment ideas you like to share and get on our show, please submit your ideas at: https://valueinvestasia.com/investingideas Download The Presentation Here: https://valueinvestasia.com/13-investing-ideas-tencent-holdings-hkg0700/ A full review on the interview and the idea would be available for our VIA Club Members, to find out more about VIA Club, click here: https://valueinvestasia.com/club/praise-for-via-club/ Get More Value Invest Asia: • Like us on Facebook: http://www.facebook.com/valueinvestasia • Follow us on Instagram: http://www.instagram.com/valueinvestasia • YouTube: http://www.youtube.com/valueinvestasia • Podcast: https://anchor.fm/investingideas • Newsletter: https://valueinvestasia.com/newsletter/ • Read more: https://valueinvestasia.com Value Invest Asia provides independent research on listed companies across Asia. To find out more about VIA Club, click here: https://valueinvestasia.com/club/praise-for-via-club/   Disclosure: Loh Wei owns Berkshire Hathaway at the point of the recording. Stanley owns Berkshire Hathaway and Apple Inc at the point of the recording.

We chatted with the founder of SGBudgetBabe, Dawn. Dawn is one of the most popular personal financial blogger in Singapore. Her candid sharing on savings, insurance and even wedding expenses have been inspiring for many. Dawn is also an avid value investor and she shared with us one of her favourite technology stocks of all time, Tencent Holdings Ltd (HKG:0700).   ***To subscribe to our podcast, search “Investing Ideas” on Apple Podcast, Google Podcast or wherever you get your podcast. If you like the show, please rate and review us as well. If you have an investment ideas you like to share and get on our show, please submit your ideas at: https://valueinvestasia.com/investingideas    Download The Presentation Here:  https://valueinvestasia.com/13-investing-ideas-tencent-holdings-hkg0700/   A full review on the interview and the idea would be available for our VIA Club Members, to find out more about VIA Club, click here: https://valueinvestasia.com/club/praise-for-via-club/    Get More Value Invest Asia:   • Like us on Facebook: http://www.facebook.com/valueinvestasia   • Follow us on Instagram: http://www.instagram.com/valueinvestasia   • YouTube: http://www.youtube.com/valueinvestasia   • Podcast: https://anchor.fm/investingideas   • Newsletter: https://valueinvestasia.com/newsletter/   • Read more: https://valueinvestasia.com    Value Invest Asia provides independent research on listed companies across Asia.  To find out more about VIA Club, click here: https://valueinvestasia.com/club/praise-for-via-club/    *Disclaimer: The show is for entertainment purposes only, and should not be taken as investment advice. Please seek professional advice or do your own research when making any investment decision.   Disclosure: Dawn owns Facebook Inc at the point of recording. Stanley owns Tencent Holdings, Alibaba, JD.com, Alphabet Inc, Apple Inc, Facebook Inc and Baidu at the point of recording.

This week, we have one of our contributor, Ong Joo Parn, sharing more about one of his favourite stock at the moment, Carlsberg Brewery Malaysia. Carlsberg Brewery Malaysia has been one of the most consistent dividend stocks on Bursa Malaysia. Find out why that is the case.   ***To subscribe to our podcast, search “Investing Ideas” on Apple Podcast, Google Podcast or wherever you get your podcast. If you like the show, please rate and review us as well. If you have an investment ideas you like to share and get on our show, please submit your ideas at:  https://valueinvestasia.com/investingideas   To see the full transcript and download the presentation slide, please go to https://valueinvestasia.com/?p=10860   Value Invest Asia provides independent research on listed companies across Asia. A full review on the interview and the idea would be available for our VIA Club Members, to find out more about VIA Club, click here: https://valueinvestasia.com/club/praise-for-via-club/   Get More Value Invest Asia:  • Like us on Facebook: http://www.facebook.com/valueinvestasia   • Follow us on Instagram: http://www.instagram.com/valueinvestasia  • YouTube: http://www.youtube.com/valueinvestasia   • Podcast: https://anchor.fm/investingideas   • Newsletter: https://valueinvestasia.com/newsletter/  • Read more: https://valueinvestasia.com   Value Invest Asia provides independent research on listed companies across Asia.   To find out more about VIA Club, click here: https://valueinvestasia.com/club/praise-for-via-club/   *Disclaimer: The show is for entertainment purposes only, and should not be taken as investment advice. Please seek professional advice or do your own research when making any investment decision.  Disclosure: Joo Parn owns Heineken Malaysia at the point of recording. Stanley owns Carlsberg Malaysia, Heineken Malaysia and Nestle Malaysia at the point of recording.

This week, we chat with Kelvin Seetoh, a financial educator in Singapore. Kelvin shared with us one of his favourite idea, a peculiar healthcare company listed on the US OTC market! HemaCare Corporation is one of the few companies able to supply high-quality processed blood for pharmaceutical companies for their R&D and commercialisation.   ***To subscribe to our podcast, search “Investing Ideas” on Apple Podcast, Google Podcast or wherever you get your podcast.  If you like the show, please rate and review us as well.If you have an investment ideas you like to share and get on our show, please submit your ideas at:  https://valueinvestasia.com/investingideas   To see the full transcript and download the presentation slide, please go to  Value Invest Asia provides independent research on listed companies across Asia. https://valueinvestasia.com/11-investing-ideas-hemacare-corporation-otcmkts-hema/ A full review on the interview and the idea would be available for our VIA Club Members, to find out more about VIA Club, click here: https://valueinvestasia.com/club/praise-for-via-club/   Get More Value Invest Asia:  • Like us on Facebook: http://www.facebook.com/valueinvestasia   • Follow us on Instagram: http://www.instagram.com/valueinvestasia  • YouTube: http://www.youtube.com/valueinvestasia   • Podcast: https://anchor.fm/investingideas   • Newsletter: https://valueinvestasia.com/newsletter/  • Read more: https://valueinvestasia.com   Value Invest Asia provides independent research on listed companies across Asia.   To find out more about VIA Club, click here: https://valueinvestasia.com/club/praise-for-via-club/   *Disclaimer: The show is for entertainment purposes only, and should not be taken as investment advice. Please seek professional advice or do your own research when making any investment decision.Disclosure: Kelvin owns HemaCare Corporation at the point of recording.