PDF Version *** The role of an active investor is to compound return at a rate higher than the market over the long-term. To achieve that, you have to be right and non-consensus. Both require making good decisions. And good decisions comes from learning how to think well. Good thinking can only be achieved through […]
PDF Version *** Most of us don’t read 500 pages of annual reports every day looking for potential stocks. Rather, we rely on the works of other investors and brokerage reports to narrow down the opportunities. They would screen, analyze, and collate information into a simple and easy to understand narrative. This saves up […]
PDF Version *** These are a collection of my thoughts on investing over the past 5 years. Some from learning and observation, others through meditation on my own mistakes. 1. I have always enjoyed reading. Maybe that’s why I got into value investing. When I started, I would read anything I can get my hands […]
The question upon every quarterly result season always revolve around why companies get sell down despite registering good profit growth. The reasons can be plenty but to name a few: Randomness – Daily movement of share price carries more noise than signal so the movement could be totally random and possibly has nothing to do with […]
I have previously written a few articles on Focus Lumber and the timber industry and the links are below. Examining the earning power of Focus Lumber Finding the real numbers in timber & furniture stocks and some key observations Timber to furniture – The thing with currency, on value chain, Hevea, Homeritz & […]