Too much Optimism to the Amazon growth story.
Upon the announcement of their Q2 2021 financial results, Amazon share price fell by about 7%. I guess many of us were not expecting this …
Value Investing
What now after $Tal Education and other China Education Stocks fell 90%?
There will be a few times in investing where an investor feels are so concentrated on the investment angle that they can become rather blinded …
On Pivoting from a Concentrated to a Diversified Strategy and Position Sizing
There were two things on my mind recently: Living with a transition from a concentrated strategy to a more diversified strategy. Proper position sizing versus …
Amazon Looks Attractively Priced $AMZN
Last week, this investment conversation pop-up on my Twitter feed. Stripe’s billionaire co-founder John Collison was the guest host interviewing D1 Capital’s Dan Sundheim on …
The Average Life Span of Companies is Shorter. This Affects Business Valuation
If you are trying to value a company, the lifespan of a company is rather important. If most of the value of the company lies …
Microsoft’s First Quarter 2021 Results Look Good. Here are some Notes.
US tech giant Microsoft announced their Q1 2021 results yesterday morning. They achieve per-share profit growth of $1.82, beating analysts’ expectations of $1.54 a share. …
Breaking down the SembCorp Industries and SembCorp Marine Rights Issue and De-Merger
There are some deals that you have to treat as homework. Going through some of these deals are both a mental exercise but also whether …
Citic Telecom (1883) – A Tiny Dominant 7.3% Dividend Yielder
In 2018, I spotted a telecom operator that has in excess of a 10% free cash flow yield. So I took a look at it. …
Thoughts on CK Hutchison Holdings 2019 Results (1.HK)
In terms of investments, CK Hutchison (0001.HK) will probably go down as one of my poorer investments. I got it at $85.90, $87.65, $81.25, $80.60, …
Wharf REIC (1997) – a Storm coming for Dividend Yielder
Wharf Real Estate Investment Company’s (REIC) interim results was not too bad. I first wrote about Wharf REIC here. If you are not familiar with …