Ronald Chan: The Making of a Value Investor
Ronald Chan on what it means, and what it takes, to be a value investor. These observations were based on … Read more
Ronald Chan on what it means, and what it takes, to be a value investor. These observations were based on … Read more
Brexit refers to the European Union exit by Britain. A referendum has been set for 23rd June 2016 and its … Read more
The Stoics were not opposed to emotion in general but to negative emotions such as fear, anger, and grief — … Read more
There are asset-based methods of valuation and there are earnings-based methods of valuation. Then, there is the PB-ROE valuation which … Read more
The Role of Luck in Investing Have we ever considered the role of luck in our portfolio returns? Have we … Read more
‘The Global Financial Industry is Over-Regulated The recent crises have brought about a barrage of regulations on banks which have … Read more
This video by Ray Dalio (Founder of Bridgewater Associates) is a must-watch. It cuts through most of the noise to … Read more
Challenger Technologies: 3 things we learned from the 2015 AGM Challenger is a dynamic regional IT retailer known for its … Read more
Having shared on an Asian Compounder: Cheung Kong Holdings / CK Hutchison Holdings, we will be sharing on the 4 … Read more
When analysing a stock, most of us only look at Group level figures. The Group level consists of the parent … Read more
In his book, Damodaran on Valuation: Security Analysis for Investment and Corporate Finance, Damodaran details sixth myths about valuation. It … Read more
Cheung Kong Holdings Recently, I have been researching on characteristics of asian compounders, comparing them with companies the like of … Read more
Below are excerpts from the quarterly report of a private family office we manage. Results are only audited on an … Read more
The following is an excerpt from TwinPeak Capital’s Third Quarter Report. In terms of specific securities within this quarter, we … Read more
At ValueEdge, we are constantly striving to improve our site and content in order to bring greater value to our … Read more