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 …
Value Investing
Valuing a REIT: As an equity bond–First REIT
Introduction Many folks have asked me how to compare REITs. In general, I don’t have a certain fixed formula but use the usual PE, EV/EBITDA …
Buying is cheaper than Renting
It looks like we may see a real bottoming of housing in the US. Marc Faber and Warren Buffett is looking at US housing as …
Warren Buffett and Ajit Jain talks value investing and business in India
India’s business student have a great opportunity to learn business from not just Warren Buffett and Ajit Jain, one of the favored sons to take …
Long Term Market Analysis: ARPU expected to fall and voice calls to be free likely for M1, Starhub and Singtel
Disclosure: Write is invested in both Starhub and Singtel. I wrote in the past about the fundamentals of investing in Singapore Telecoms and what is …
Fundamental Data for SIA Engineering
This is not an analysis but in my verification of SIA vs SIA Engineering I compiled this data. This is for anyone who are interested …