Jun Hao – Page 2 – ValueWalk Premium

Why Looking At The Dividend Yield Is One Of The Worst Things You Can Do

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...

The Best And Cheapest Way To Get Exposure To Hong Kong

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...

New Video – Four Rules Of Quality Dividend Investing [Free Mini-Course]

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...

Singapore Stock Market Valuation [10 Year Price-To-Book Ratio]

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 etc Changes in composition I was having a discussion with a friend who was commenting that the composition of...

Enterprise Value Case Study [Hutchinson Port Trust]

In the last post, we talked about enterprise value and how you could use it to avoid making potentially loss making investments in dividend plays which were unsustainable. Q3 hedge fund letters, conference, scoops etc You can check it out here: What is enterprise value and how can it help you avoid...

Singapore Valuations

Valuations, valuations, valuations: Based on the P/B chart, the STI is unambiguously cheap – trading close to the lows of 2016 (which by my memory were pretty extreme). The banks now are unfortunately not as cheap as they were in 2016. Q3 hedge fund letters, conference, scoops etc The three banks are...

Workshop Wrap-Up & Why Cycles Matter

I’ve just finished running my annual workshops with The Fifth Person teaching about cycle based investing. The workshops were full day workshops conducted over the weekends. While tiring, they are also incredible fun to run as I share about the different cycles that dominate our economy. Q3 hedge fund letters,...

Why Invest In Stocks?

Before we delve into the world of value investing, it is vital to gain an understanding of why people should even bother to invest their hard earned money in stocks.  There are other options of where you can invest your money, such as bonds and gold, so why should...

Why People Lose Money In The Stock Market

Talk with almost anyone who has been invested in the stock market, and you will hear stories about losing money.  There are several reasons why investors are faced with the possibility of losses in the market.  Examining the root causes of these reasons is essential to overcoming them and...

Is Traditional Retailing Dead?

I’ve found over the years that retailing is a sector where value investors have trouble generating returns from. Get The Timeless Reading eBook in PDF Get the entire 10-part series on Timeless Reading in PDF. Save it to your desktop, read it on your tablet, or email to your colleagues. ...

The Rise And Fall Of H & M… And Rise Again (?) [Case Study]

Readers will be familiar with Hennes & Mauritz AB (also known as H & M) – the Swedish multinational clothing-retail company known for its fast-fashion clothing for men, women, teenagers and children. Get The Timeless Reading eBook in PDF Get the entire 10-part series on Timeless Reading in PDF. Save it...

Great Investor Series – Howard Marks, Oaktree Capital

I am happy to announce the launch of our new Great Investor Series with today’s spotlight on Howard Marks, founder and Chairman of Oaktree Capital. Get The Timeless Reading eBook in PDF Get the entire 10-part series on Timeless Reading in PDF. Save it to your desktop, read it on your...

Tau – Vote No On Giveaway Sale

Just received a rather disappointing RNS from TAU. Get The Timeless Reading eBook in PDF Get the entire 10-part series on Timeless Reading in PDF. Save it to your desktop, read it on your tablet, or email to your colleagues. ...

What Can We Learn From Hyflux & Starhub?

For every financial report which comes our way, the key disclaimer of “Past performance does not predict future returns” is peppered throughout the report. While we can never be certain of whether past successes would repeat themselves, past failures tend to have an uncanny habit of rearing its ugly...

X
Saved Articles
X
TextTExtLInkTextTExtLInk

The top investors are reading ValuewalkPremium.

Click here to learn why

0