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Friday, 31 July 2015

The Oil and Gas sector is prone to intense cyclicality.

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Oil and Gas sector Commodity prices (oil) are cyclical, as are the sector's profits. The energy sector is prone to intense cyclicali...
Thursday, 30 July 2015

Overvalued global markets

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Tan warns of overvalued global markets FORMIDABLE Malaysian fund managers who speak their mind are hard to come by.  But you would ...
Monday, 27 July 2015

Peter Lynch - One Up on Wallstreet (Book review)

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Thursday, 16 July 2015

Portfolio Management for the Lay Investor by Warren Buffett

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As a small investor, you got a chance to be in thousands and thousands of great businesses and their prices change all the time; so their re...

The question to ask yourself: Can I get more for my money somewhere else?

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Recognise your mistakes If you have a good person running the business and the business is not making money, you need to recognise the bus...
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Investment management process: 5 step procedure

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Investment management process is the process of managing money or funds. The investment management process describes how an investor shoul...

The remarkable journey of Warren Buffett

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Much has been written on Warren Buffett. Sometimes it is not easy to piece everything together. He started at a very young age in his we...

Carl Icahn and Larry Fink at Delivering Alpha 2015 in New York.

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Icahn says he has "no idea" where equities will end up this year. "We have the same problems we saw in 2007." He also sa...
Friday, 3 July 2015

OCK - What do you think of this company's business?

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OCK is involved in the construction of the infrastructure back bone for the huge and fast growing data hungry market. The market is so huge ...

What is the strategic and tactical orientation of your fund?

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HDFC Equity: Top gun   This perennial winner has a massive fan following. And rightly so! Like a magician repeating a trick, HDFC Eq...
Wednesday, 1 July 2015

Share valuations of world's top medical glove makers surge - but not on MERS

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Share valuations of the four biggest medical glove makers in Malaysia - in the world, in fact - have soared to historic highs, but not beca...
Tuesday, 30 June 2015

The Little Book that Beats the Market by Joel Greenblatt

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The Little Book That Beats The Market  opens with a simple story about a boy selling bubble gum on the playground. The author and his son a...

The Little Book of Common Sense Investing by John Bogle

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This small book is divided into eighteen chapters, each ten to twenty pages long, that spells out piece by piece the ideas behind the philos...
Monday, 29 June 2015

Greece explainer: What the financial crisis means

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Greece announces bank holiday As Greece inches closer to a financial default, the government closes banks and initiates capital control...
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