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.
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 for 3Q2020
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) 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
Just some random thoughts on a Sunday afternoon
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) 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) reported 2Q2020 earnings this week and results have shown that they are the surprise winner in the airline industry selloff.
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)