Investors of the Roundtable

Hosted by The Fifth Person

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270

Latest episode

Jun 2026

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About the show

Join The Fifth Person as we discuss the latest stock market topics in Asia and the U.S. The Fifth Person is an award-winning investment site that focuses on Asian and U.S. equity research. The Fifth Person won best independent investment website at the SGX Orb Awards organised by the Singapore Exchange in 2018 and 2020.

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60 recent

June 10, 202637 min

SpaceX IPO: To the Moon 🚀... or Back Down to Earth? 📉

SpaceX has become one of the world's most valuable private companies, but does its sky-high valuation make sense? In this episode, we explore the company's remarkable history, break down its key business segments and profitability, assess whether its massive total addressable market justifies its IPO valuation, and discuss what a future listing could mean for ETF investors. We also examine the risks surrounding Elon Musk's leadership and share our thoughts on whether SpaceX could be a worthwhile investment.

June 3, 202626 min

Genting Singapore Down 18%: Buy the Dip?

Genting Singapore’s share price has fallen 18%, raising an important question for investors: is this a temporary setback or a sign of deeper challenges ahead? In this roundtable discussion, we examine why Genting Singapore has significantly underperformed; why its rival, Marina Bay Sands, continues to deliver stronger results in the same operating environment; and whether Resorts World Sentosa can regain its competitive edge. We also assess the sustainability of Genting’s dividend and determine whether the stock is undervalued at current levels. If you're wondering whether it's time to place a bet on Genting Singapore, this is a discussion you won't want to miss. All this and more in our latest episode!

June 1, 20267 min

What China's Crackdown Means for Moomoo & Tiger Brokers

China is tightening regulations on offshore brokerages serving mainland investors. In this video, we examine what these regulatory actions mean for Moomoo and Tiger Brokers account holders, including the potential implications for your assets held through these platforms. We’ll also discuss how the ruling could impact the Hong Kong stock market if mainland investors are forced to liquidate their overseas holdings. All this and more in our latest episode!

May 27, 202629 min

Microsoft’s Valuation Finally Makes Sense Again

Microsoft may be undervalued right now — and in this roundtable discussion, we break down why. We’ll examine Microsoft’s valuation chart, why the stock has fallen despite its strong fundamentals, and how AI could shape the company’s future growth. More importantly, we’ll zoom out and explore how Microsoft’s valuation multiple has evolved over the decades — from its “lost decade” to Satya Nadella’s transformation of the business toward cloud computing and recurring revenue. It’s a powerful reminder that successful investing is not just about reading charts, but understanding how a business evolves over time — and what that business is truly worth.

May 22, 202615 min

The Biggest Investing Mistakes That Cost Us Five Figures

In this fireside chat, we share some of our biggest investing mistakes over the years — from buying the wrong companies to overlooking risks and letting emotions influence decisions. We also discuss the lessons we learned from these experiences, how they shaped our investment approach, and what investors can do to avoid making similar mistakes in their own portfolios. All this and more in our latest episode!

May 20, 202626 min

Should Investors Be Holding More Cash Right Now?

In this roundtable discussion, we explain why we’re holding onto more cash right now. We dive into several indicators showing signs of market exuberance, discuss whether Warren Buffett is really “prepping for a crash,” and explain why valuation discipline still matters even in a rising market. We also explore what happens if markets continue climbing, versus how we would respond if a correction finally comes. Plus, we share pockets of opportunity we’re still finding in the market, and how much cash we think is reasonable to hold today. All this and more in our latest episode!

May 15, 202610 min

How to Analyse Any Stock (in 10 Minutes)

Learn how we analyse stocks step by step — from reading the financials and annual reports to understanding how AI can improve research, identifying key business risks, and calculating valuation. In this video, we walk through the core framework we use to evaluate companies and make better long-term investment decisions. All this and more in our latest episode!

May 13, 202636 min

Why This SaaS Stock Crashed 60% — And is in Our Portfolio

Adobe’s stock has crashed as investors worry that generative AI could disrupt its creative software moat. In this video, we break down the real threats facing Adobe — from AI image generators and changing creator workflows to increasing competition and pricing pressure — and ask whether these challenges are temporary or structural. Can Adobe adapt and emerge even stronger with its own AI ecosystem, or is this the beginning of a long-term decline? We also dive into Adobe’s valuation, the key risks investors should watch, and whether the stock is finally worth betting on after the selloff.

May 8, 202612 min

How Long It Took to Make Our First Million

In this fireside chat, we share how we made our first million — including how long it took, the mistakes we made, the lessons we learned, and the strategies that helped us grow our wealth over time. From saving and investing to mindset shifts and financial decisions, we break down the different paths we took and what we would do differently if we had to start again. Whether you’re just beginning your investing journey or working towards your own financial milestones, we hope this conversation gives you practical insights and encouragement for the road ahead!

May 6, 202634 min

How to Build a Winning Stock Portfolio (for Yourself)

In this roundtable, we discuss how to build a stock portfolio that actually fits you — because what works for one investor may not work for another. We break down the different types of stocks investors can own and explore how you might allocate them within a portfolio. We also dive into diversification vs. concentration, how many stocks are enough, position sizing, rebalancing, and when it may make sense to sell your positions. All this and more in our latest episode!