Investing for The Time Poor

Leverage, Margin of Safety, Moat, Time

Not everyone has the luxury of time to read 500 pages of annual reports, industry publications, and newspapers daily to find new ideas. We have family and career obligations yet aspire to manage our own investments over passive investing or managed funds. Some would opt for paid services that filter or recommend stocks that shorten […]

Investing lesson from Focus Lumber

Investment Process, Margin of Safety, Psychology

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 & […]