I writing a topical email every week to my mailing list. Here’s our last email to subscribers which I thought I share. Q4 hedge fund letters, conference, scoops etc fill / Pixabay You can sign up on our mailing list to get the latest updates when it goes out every week. I’ve written [...]
I writing a topical email every week to my mailing list. Here’s our last email to subscribers which I thought I share. sallyjermain / Pixabay You can sign up on our mailing list to get the latest updates when it goes out every week.Investors often focus on investing returns which is [...]
I writing a topical email every week to my mailing list. Here’s our last email to subscribers which I thought I share. Q4 hedge fund letters, conference, scoops etc mpewny / Pixabay You can sign up on our mailing list to get the latest updates when it goes out every week.Investing for [...]
I have been following the Hyflux implosion and restructuring (which is still ongoing). It is one of the most painful experiences for Singaporean investors in recent memory given its widespread uptake by retail investors. For the record, I have no position in any of Hyflux stock or its related [...]
I read recently that MAS was launching a $75m grant for the equity market. The aim is to encourage listing and to also boost equity research coverage. Q4 hedge fund letters, conference, scoops etc cegoh / Pixabay I must admit I am pretty pessimistic about its future success. The woes of the Singapore [...]
I attended the Astrea Investor Day 2019 held at the DBS Asia Central Auditorium on Saturday morning. Q4 hedge fund letters, conference, scoops etc Earlier this year, I wrote two articles on Astrea IV: Astrea IV PE-backed bonds – 3 things you need to know before you invest 5 structural safeguards in the [...]
I understand the appeal of using approaches that rely on buying “cheap stocks” as someone who likes a more quantitative approach to investing. Q4 hedge fund letters, conference, scoops etc Pexels / Pixabay At the same time, I have always felt that many people have the misconception that value investing is about [...]
I writing a topical email every week to my mailing list. Here’s our last email to subscribers which I thought I share. You can sign up on our mailing list to get the latest updates when it goes out every week. Q3 hedge fund letters, conference, scoops etc Pexels / PixabayEvery market [...]
This is a slightly technical post but highly relevant if you for certain types of businesses where leasing is prevalent. Q3 hedge fund letters, conference, scoops etc Come 2019, new accounting standards (specifically IFRS 16) will come into effect which will drive up the leverage ratios of businesses which have significant [...]
I thought about doing up all three Singapore bank valuations in a single article but changed my mind. Q3 hedge fund letters, conference, scoops etc Although each bank is headquartered in Singapore, they have differing exposures in the region so I am going to run through each one separately and try [...]
I writing a topical email every week to my mailing list but I thought I share the last email with everyone as it really resonated with me. Q3 hedge fund letters, conference, scoops etc mohamed_hassan / Pixabay Rule No. 1: Never lose money. Rule No. 2: Never forget rule No. 1. – Warren Buffett 2019 [...]
With the rise of robo-advisors in Singapore, there’s been an increased allocation into US listed bond ETFs that most investors would probably not have known about or invested in otherwise. Q3 hedge fund letters, conference, scoops etc This article, I cover the key difference between bonds and bond ETFS and explain [...]
The last post on Singtel generated quite a lot of responses on Facebook which I didn’t find surprising given the widespread ownership of the stock. Q3 hedge fund letters, conference, scoops etc One of the interesting comments which I thought I re-share here along with my thoughts for the benefit of [...]
I wrote this back in 2015.. but its still relevant so I thought I share it: Q3 hedge fund letters, conference, scoops etc The underlying assumption behind ALL fundamental analysis is that the markets will eventually recognize the underlying value of the security. If you are long a stock, you believe [...]
Financial Horse had an interesting post on Singtel entitled SingTel at S$2.96 – 3 quick thoughts on why I’m still not a buyer. Q3 hedge fund letters, conference, scoops etc Here are my own initial thoughts looking at it. Why buy telcos - dividends of course! Most people who buy telcos normally [...]
Dividend yield is at the heart of many bad decisions Many poor investment decisions are based off this one metric. After all, everyone loves dividends. Passive income. Financial freedom. That’s perfectly understandable. The only issue is that dividend yield is one of the worst possible valuation metrics you can use. Is the dividend payment [...]
Dollar cost averaging (or DCA) is a simple technique that allows you to invest large sums of money over a period of time. geralt / Pixabay For example, if you have $12,000, you don’t invest the lump sum right away but split if over let’s say 12 months. This way, when prices [...]
Most people have heard the phrase cash is king. Let me embellish on that by saying – free cash flow is king. Q3 hedge fund letters, conference, scoops etc So just what is free cash flow? Free Cash Flow (FCF) = Cash flow from operations – Capital Expenditures You can sign up to [...]
In our last post, we talked about the Hong Kong markets and how undervalued it was in reference to its historical 7 year price-to-book chart. You can read it here if you have missed it:Howcheap is the Hong Kong market? [Hang Seng Index 7 Year Valuations]Q3 hedge fund letters, conference, scoops [...]
I’ve added a new lecture this week into the free mini online course for readers. This weeks module is entitled: Four Rules of Quality Dividend Investing Q3 hedge fund letters, conference, scoops etc The new module will be about quality dividend investing that teaches students how to build a sustainable cash generating dividend portfolio. The [...]
Someone requested the data for stock market valuations stretching back to 2008 low so I thought I share it with everyone. Just a reference point for everyone. Q3 hedge fund letters, conference, scoops etcChanges in composition I was having a discussion with a friend who was commenting that the composition of [...]
Valuations, valuations, valuations: Based on the P/B chart, the Hang Seng Index is trading at the cheaper end of its range but not yet at levels seen in 2016. Q3 hedge fund letters, conference, scoops etcTop 10 components of the Index People are far more bearish than just 6 months ago – [...]
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