Using Moneyball as a reference, I took a dive into why value investing has lost its lustre and how value investors can adapt or die.
Author: themosspiglet
Oceanus (SGX:579) – Making a Splash and Ready for Next Stage of Growth
Oceanus is showing long term growth potential and is on track to achieving its vision of creating a synergistic aquaculture ecosystem with a focus on food security and safety. This is my analysis of the company
Portfolio Update.. and is Value Investing Dead?
Portfolio update for 3Q2020
Exploring 5G Technology – Looking At The Networking Companies Involved
5G is poised to radically change how people and devices connect. Its high capacity (1Gb per second download speeds), low latency (<1 millisecond), and massive connectivity implications could spark innovation around IoT use cases, drive global connectivity, and could ultimately help economic growth. In this series, I will be exploring 5G cellular technology and what … Continue reading Exploring 5G Technology – Looking At The Networking Companies Involved
Avarga Ltd (SGX:U09) – To Benefit From Crazy Lumber Prices
Avarga Ltd (SGX:U09) is set to benefit from the huge spike in lumber price. Avarga Ltd is an investment holding company and its crown jewel is Taiga Building Products Ltd, a wholesale distributor of building materials in North America. Increase in homebuilding and renovation demand, combined with production cuts due to Covid-19, has caused lumber … Continue reading Avarga Ltd (SGX:U09) – To Benefit From Crazy Lumber Prices
Being A Father
Just some random thoughts on a Sunday afternoon
HRnetGroup (SGX:CHZ) – 27-Year Proven Track Record of Growth
HRnetGroup (SGX:CHZ) has 27 years of proven track record to show that they will emerge stronger from this economic downturn.
BRC Asia Limited (SGX:BEC) – Looking Beyond FY2020
BRC Asia Limited (SGX:BEC) is one of the companies that were badly affected by the Covid-19 pandemic. With the construction industy picking up, we must be realistic with their short term prospects while we look at its potential looking beyond FY2020.
Aercap (NYSE:AER) – Surprise Winner in Airline Industry Collapse
Aercap (NYSE:AER) reported 2Q2020 earnings this week and results have shown that they are the surprise winner in the airline industry selloff.
It’s Hard to Measure Management Quality (Revisited)
I have written on this topic sometime last year. https://themosspiglets.com/2019/06/19/the-importance-of-assessing-management-quality/ Last week, we received news about a corruption case involving a former LTA staff and directors from several construction firms. https://www.businesstimes.com.sg/companies-markets/former-lta-deputy-group-director-charged-with-corruption I was surprised at this news especially with the people involved. Mr Henry Foo was once touted as one of the more promising LTA … Continue reading It’s Hard to Measure Management Quality (Revisited)