Investment Theory versus Investment Behaviour
There are many ways to skin a cat. Investment styles and philosophies abound, but the last thing you want is … Read more
There are many ways to skin a cat. Investment styles and philosophies abound, but the last thing you want is … Read more
Clear Media Limited is an outdoor media company in China. The principal activity of the Company is investment holding. It … Read more
Tat Seng Packaging Group Ltd – Valuations And Financials by Goh Tee Leng It will just be a short write … Read more
Introducing Tom and John – our guinea pigs today Tom is a bread seller and buys his flour from John … Read more
Introducing EV/IC Valuation Framework What is EV/IC? EV/IC is an alternative version of the more commonly used Price to Book … Read more
Looking at the airline industry, it can be split into two categories – legacy carriers vs. ultra-low-cost-carriers (ULCCs). Today, we … Read more
Below are excerpts from the quarterly report of a private family office we manage. Results are only audited on an annual basis. (Excerpt) June … Read more
One of the many nuggets of wisdom from Fooled by Randomness by Nassim Taleb – I wish I am capable … Read more
What just happened? 24th June 2016, marked a historical moment. The United Kingdom voted 52% to 48% to leave the … Read more
Everyone likes a simple investment idea, but don’t confuse simplicity with laziness. I’ve had this view for quite some time; … Read more
Introducing Cheung Woh Cheung Woh Technologies Ltd manufactures and supplies precision hard disk drive (HDD) components. The company operates through … Read more
Like the rising and ebbing of tides, companies’ fortune changes. King Wan Corporation is a perfect example of the vicissitude. … Read more
3 Methods For Stock Idea Sourcing How do we search for ideas? I believe this is the million dollar question … Read more
Halcyon Agri Corporation (“HAC”) and GMG Global (“GMG”) were recently in the spotlight due to certain proposed merger and acquisition … Read more
SoftBank Corporation owns and operates a collection of Internet and Wireless Telecommunication businesses. Furthermore, the Chairman & CEO Masayoshi Son … Read more