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Monday, 20 May 2019

Quality first, then Value.

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Over the long term, investment return is more a function of business performance than valuation, unless the valuation goes extreme. More ...
Wednesday, 1 May 2019

All eyes on Genting Malaysia’s 1Q results

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All eyes on Genting Malaysia’s 1Q results Joyce Goh / The Edge Malaysia April 30, 2019 15:00 pm +08 This article first appeared i...
Thursday, 11 April 2019

The nine most important words ever written about investing - "Investing is most intelligent when it is most businesslike."

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A person who holds stocks has the choice to become the owner of a business or  the bearer of tradable securities. Bearer of tradab...

Coca Cola's intrinsic value when Buffett first purchased it in 1988.

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Buffett first purchased Coca-Cola in 1988.  In 1988: Owner earnings (net cash flow) of Coca-Cola = $828 million. Risk free rate of 30 ...
Wednesday, 10 April 2019

What dictates dividend policy?

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Management determines if it is going to  distribute earnings in the form of a dividend or  reinvest all earnings to further the bu...
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The Investment shown by the DCF calculation to be the cheapest is the one that the investor should purchase.

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How does Buffett value his companies? For Buffett, determining a company's value is easy as long as you plug in the right variables: ...
Friday, 5 April 2019

Burned by Dubai, Mobius joins chorus of doom after property bust

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Thursday, 4 Apr 2019 Mark Mobius is worried about the frenzy of construction that’s adding to the existing glut in Dubai real estate. ...

Hyflux scraps restructuring plan after spats with investors

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CORPORATE NEWS Thursday, 4 Apr 2019 Hyflux’s catastrophic slump has spotlighted the plight of about 34,000 retail investors who were...

OCK's tower leasing to drive earnings in FY19, says RHB

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ANALYST REPORTS Friday, 5 Apr 2019 KUALA LUMPUR: OCK Group's tower leasing business will drive long-term recurring earnings fo...

EU’s palm oil ban dampening industry’s near-term prospects

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EU’s palm oil ban dampening industry’s near-term prospects — Analysts BY YVONNE TUAH ON APRIL 4, 2019, THURSDAY AT 12:11 AM BUSINESS Lo...
Wednesday, 3 April 2019

No One is Immune from The Party Effect or Recency Bias

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What is the Recency Bias? When describing the stock market each participant sees their portfolio’s performance   from their perspec...
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Friday, 29 March 2019

Investment Appraisal

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When buying stocks, you are investing cash today in expectation of future returns. There should  be a process to evaluate opportunities...
Monday, 25 March 2019

Walter Schloss: Making money out of junk

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Walter Schloss made 21% per year for 47 years, investing in a simple, methodical, low stress manner working 9-4:30 with no other employees...
Saturday, 16 March 2019

Lessons from – “The Five Rules for Successful Stock Investing” by Pat Dorsey.

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Lessons from – “The Five Rules for Successful Stock Investing” by Pat Dorsey. by Adib Motiwala Pat Dorsey is the Director of Stock Anal...