Rickmers Martime Winds Down. My thoughts on Position Sizing, the True Value of Ships and Prospect Theory
As human beings we tend to be risk seeking(gungho in taking on risks) when we should be risk adverse (afraid of taking risk) and vice …
Value Investing
The Expected Return Model – How You can Refine Investment Decisions, Prospect Stocks Clearly, and Sleep Better at Night
Back when I was still figuring out all these investment stuff, I always have some questions that I couldn’t find in books or the people …
Global Testing – That Problematic 9.5% Dividend Yielder
I wanted to write something about Global Testing for 1 year plus. However, due to blogging circumstances, I keep this aside and didn’t write much …
Revisiting the Noble Group Case Study on Total Returns
I did some time today to revisit one of the articles I written in the past. It is about Noble Group, a commodities trading / …
Straco full year results: Good Singapore Flyer performance, falling China Visitors
The last update for Straco was the impending revision to the ticket prices for their aquariums. That would have provided a good growth for their …
Do Property Always Do Well? It always goes back to Value Investing
I observed this interesting article in The Edge this week titled: How much further will prices fall? We tend to hear a lot of 2 …
Just because the Food Taste Great doesn’t mean it’s a Good Investment! Go Deeper
One of my earliest investing influences was Peter Lynch. Peter Lynch was quite the fella. He was the fund manager of Magellan Fund at Fidelity …
The Jumbo Group IPO – Delicious Enough?
Real business is tough. If you think investing in paper assets is tough, real business is even tougher. Non-much so then the retail food business. …
Capital Expenditure Ex Depreciation to Sales and Sales over Invest Capital to find Economic Moats
The role of an investor prospecting businesses is to always be educated how differently they can look at a business and what they can gather …
Prioritizing Cash Holding to Debt in Evaluating Listed Stocks
When prospecting listed companies to buy, good companies might not always have a lot of cash. You cannot prioritize cash being higher in the decision …