top of page
Search


Fresenius Medical Care Q4 and FY2025 results: Strong recovery, but what about 2026?
Fresenius Medical Care delivered strong Q4 2025 results and improved meaningfully in FY2025 versus FY2024. But with reimbursement tailwinds fading and new investments rising, 2026 looks like a transition year.

Ben Tan
Apr 1


My stock analysis for the London Stock Exchange Group
My stock analysis for LSEG (London Stock Exchange Group) — a global financial infrastructure and data platform with recurring revenue from analytics, index licensing, and post-trade services. This investment thesis explains its economic moat, key risks, ROIC considerations, and why it fits a long-term, quality-compounding strategy.

Ben Tan
Mar 3


Fresenius Medical Care's share price is down in Jan 2026: Time to revisit the fundamentals
Fresenius Medical Care AG's share price has declined in Jan 2026, raising questions for long-term investors. This analysis reviews FMS’s fundamentals.

Ben Tan
Jan 23


From sceptic to shareholder: How my Xiaomi investment paid off
I turned a Xiaomi stock investment into a 104.3% return with a 15.6% CAGR. Here’s how I doubled my investment by sticking to my thesis, reviewing regularly, and holding through volatility — even when the stock was down 50%.

Ben Tan
Jul 26, 2025
bottom of page