Sipping Coconuts

We blog about #life, #personalfinance and everything in between in #Singapore! We went with our 2 kids on a #miniretirement around the world until Covid-19 hit.

[Sipping Coconuts @SippingCoconuts]

@puppyeh1 Hi Jeremy, I'd recommend Ben from KordaMentha. I should think this is right up his alley. Can dm you his mobile too if needed.

https://t.co/upGbHMXunD

[Jeremy Raper @puppyeh1]

As mentioned now that mkts are open again I will do a no of deep dive 🧵 on Humm Group $HUM.AX.

As you prob know, I own ~29mm shs here (~$20mm AUD); and have (along w/ CSAM) called an EGM to effect Board Renewal, that will be held on Feb 19, 2025. All details here:

https://t.co/DreCEd47JZ

These threads will be organized as follows:
1) What are we playing for? (valuation, etc - 50+% upside imo if we win)
2) The status quo (incumbent Board) and what it offers
3) What I/new Board offers + event/arbitrage set-up

NB you should only look at this if you intend to vote in the EGM. It is not hard to vote - full instructions will be forthcoming - takes 5min online for most Aussie shareholders. If you hold through IBKR/overseas brokers it is a bit more involved but still, not exactly difficult.

Also - given the high reflexivity of this idea - that is, the more who believe in it and vote, the more likely it is to work - if you agree w/ the thesis/goal, I would appreciate all sharing on this one. 🙏🙏

OK, on to the 🧵, what are we playing for?

[Sipping Coconuts @SippingCoconuts]

@SodermannaInv @finphysnerd @ReturnsJourney That's an interesting data point. Are you based out of Finland? What is your opinion about their major assets in Netherlands and France?

The data centre fund investment sounds promising, however depends on execution.

[Sipping Coconuts @SippingCoconuts]

Blasphemy!!! 🤣

https://t.co/TAkHoZYXL2

[Sipping Coconuts @SippingCoconuts]

Avoiding the ‘Coulda, Shoulda, Woulda’: Five Common Financial Regrets https://t.co/KA6odE2h3k

[Sipping Coconuts @SippingCoconuts]

Nostalgia Alert: The Scams of the Good Old Days https://t.co/ATlfF5EvP7

[Sipping Coconuts @SippingCoconuts]

Investing Like a Vampire: Why Time is Your Greatest Asset https://t.co/TzAjlRrGJj

[Sipping Coconuts @SippingCoconuts]

The True Costs of Debt: Why Paying it Off Quickly is Crucial for Financial Success https://t.co/wydtrr6iaC

[Sipping Coconuts @SippingCoconuts]

Are We Going to Travel Again, like #MiniRetirement1? https://t.co/KoRZ0znnsq

[Sipping Coconuts @SippingCoconuts]

The Biggest Challenge with Challenging Consumerism in Kids! https://t.co/usSVk0SR3r

[Sipping Coconuts @SippingCoconuts]

Confessions of a Serial Do-er: How My Need for Productivity Might Ruin My Early Retirement Dreams?! https://t.co/iiWo5id7Qc

[Sipping Coconuts @SippingCoconuts]

Don’t Travel with Kids, They’ll Forget Anyway! https://t.co/xyNIkNxZNN

[Sipping Coconuts @SippingCoconuts]

Going Up in Flames: What Failing at FIRE Would Look Like https://t.co/QCaUfwHLau

[Trung Phan @TrungTPhan]

“If WWE succeeds in its bid to legalize gambling on matches, it could open the door for legalized betting on other guarded, secret scripted events, such as future character deaths in TV series.”

[Sipping Coconuts @SippingCoconuts]

From Diapers to Doctors: The Unexpected Expenses of Parenthood https://t.co/XOjdFPsvhJ

[Sipping Coconuts @SippingCoconuts]

@Fritz844 Haha no way for Quito. Was there in Oct before and temp low were around 7°c. Need to verify that.

[Sipping Coconuts @SippingCoconuts]

It’s Bonus and Increment Season: Time to Break Out the Champagne and Unicorns https://t.co/xG0WyoZuwC

[Sipping Coconuts @SippingCoconuts]

The Regret Minimization Mindset: Making Decisions to Avoid Future Regret https://t.co/MxH1gI4tGp

[Sipping Coconuts @SippingCoconuts]

Where Our Minds are on FIRE? https://t.co/KyOAlHYzii

[Sipping Coconuts @SippingCoconuts]

Happy New Year! On 2022 Highlights! https://t.co/NKBf7UrD2N