myinvestingnotes.blogspot.my (Bullbear Buffett Stock Investing Notes)

Keep INVESTING Simple and Safe (KISS) ****Investment Philosophy, Strategy and various Valuation Methods**** The same forces that bring risk into investing in the stock market also make possible the large gains many investors enjoy. It’s true that the fluctuations in the market make for losses as well as gains but if you have a proven strategy and stick with it over the long term you will be a winner!****Warren Buffett: Rule No. 1 - Never lose money. Rule No. 2 - Never forget Rule No. 1.

myinvestingnotes.blogspot.my (Bullbear Buffett Stock Investing Notes)

MYEG

Creating new S-curves - developing new engines of growth - ideally before the current cycle of growth reaches maturity.

Companies that have STEEPER S-curve cycle of growth with LONGEVITY will also trade at .HIGHER valuations

Personal finance. Know your enemy - Mr. Inflation. Know your friend - Mr. Compounding

Only one definition for valuation: the discounted cash flow

Companies trading at below net cash. Opportunity or value trap?

Time to Monetisation

Hidden debts. How to analyse companies with hidden debts.

DEBTS are often neglected in company analysis and valuations. Red flags.

Earnings are not equivalent to cash flows

The last Malaysian property boom in 2012 - 2015.

Housing (Un)affordability in Malaysia

US dollar hegemony

Relative and Absolute Price Earnings Ratio

Bacteria and Bricklayers

Trade tariffs