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 …
Value Investing
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 …
Valuing Singapore Press Holdings: Sum of the Parts Valuation Case Study
Singapore Press Holding is changing. Whether it is actions lead by new CEO Ng Yat Chung or previous management, the approach now seem to be …