Eugene Ng

@EugeneNg_VCap

Founder @ Vision Capital Fund. Investor, author, angel. Invest in companies that reflect our best vision for our future. Musings on investing, business & life.

Singapore 🇸🇬 | Global 🌏

Joined October 2017

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Eugene Ng@EugeneNg_VCap · Oct 1

I am thrilled to announce the launch of Vision Capital Fund, which has been in the making for over seven years. We are focused on growing wealth for generations by delivering outstanding long-term investment returns from investing in exceptional companies that best reflect our…

EugeneNg_VCap's tweet image. I am thrilled to announce the launch of Vision Capital Fund, which has been in the making for over seven years.

We are focused on growing wealth for generations by delivering outstanding long-term investment returns from investing in exceptional companies that best reflect our…

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Eugene Ng@EugeneNg_VCap · 6 h

Real happiness is found in the journey, it is not in the having, but in the becoming. “Coach: You see, Derice, I've made winning my whole life. And when you make winning your whole life, you have to keep on winning, no matter what, you understand that? Derice: No, I don't…

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Eugene Ng@EugeneNg_VCap · 19 h

Sharing excerpts from the beautiful article by Adam Wilk @AKWilk of Greystone that I highly resonate with: Choose your own way. “No one should produce a record of mine; you should do it. When you have a strong singularity of purpose in your life, learning to trust your…

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Eugene Ng@EugeneNg_VCap · 22 h

DAU/MAU ratio for Google search ↘️ versus ChatGPT, Claude, Gemini, Perplexity, and Grok ↗️.

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Eugene Ng@EugeneNg_VCap · Jul 22

It is little that we are given, gifted, granted, or born with. You have to make your turn. It ultimately rests on your willingness to take charge, take the initiative, bear the burden upon yourself, and will it into existence to become who you want to be. billyoppenheimer.com/july-20-2025/

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Eugene Ng@EugeneNg_VCap · Jul 21

A beautiful poem: "To live content with small means. To seek elegance rather than luxury, and refinement rather than fashion. To be worthy not respectable, and wealthy not rich. To study hard, think quietly, talk gently, act frankly, to listen to stars, birds, babes, and sages…

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Eugene Ng@EugeneNg_VCap · Jul 21

Given that Netflix’s US streaming subscriptions range today from US$7.99 to US$24.99 (vs UCAN 4Q24 ARPM US$17.26), it is amazing that back in 2001, 91% of Netflix‘s paying DVD by-mail subscribers were paying US$19.95 (Netflix‘s IPO prospectus).

EugeneNg_VCap's tweet image. Given that Netflix’s US streaming subscriptions range today from US$7.99 to US$24.99 (vs UCAN 4Q24 ARPM US$17.26), it is amazing that back in 2001, 91% of Netflix‘s paying DVD by-mail subscribers were paying US$19.95 (Netflix‘s IPO prospectus).

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Eugene Ng@EugeneNg_VCap · Jul 20

Often, I get asked what type of investing I do. To me, value investing and growth investing are not separate, they are the same. Over the long term, business returns (growth of revenues, earnings, and free cash flows) tend to drive the majority of returns rather than valuations…

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Eugene Ng@EugeneNg_VCap · Jul 19

Having Deja Vu vibes of 2021. Something tells me that majority of these (with a few exceptions) could likely end up poorly in the next 3-5 years and more. No idea, but time will tell.