Moneyball is somewhat similar to value investing where we buy assets with high earnings power or value for the least amount of money possible. I decided to start this series to look at some of the timeless lessons from Moneyball that are applicable to investing. I hope that you would have as much fun reading … Continue reading Moneyball Series Part 3 – Impressions
Tag: undervalued
Peabody Energy Corporation (NYSE:BTU) – My month-long love affair
Peabody Energy Corp (NYSE:BTU) is a pure play coal producer with assets in the United States and Australia. An acquaintance of mine first introduced it to me and I also realized that Harris "Kuppy" Kupperman also owns this stock. At first glance, this is a very cheap stock in terms of valuation. I'm also surprised … Continue reading Peabody Energy Corporation (NYSE:BTU) – My month-long love affair
Powermatic Data (SGX:BCY) – The Right Place at the Right Time
When I first invested in Powermatic Data, what I saw was a company with huge margin of safety with its cash hoard and properties. If you ask me then, what does it do, I would probably say "they have something to do with modems". That was almost 3 years ago. Today, Powermatic Data is a … Continue reading Powermatic Data (SGX:BCY) – The Right Place at the Right Time
Pacific Century Regional Developments (SGX:P15) – The Peculiar Case of PCRD
PCRD (SGX:P15) is an investment holding company with interests in telecommunication, media, IT solutions, logistics and property development and investments. You know it is just a holding company when they only have the corporate information and investors' relations in their website, nothing more. Business Overview Its crown jewel is its 22.72% stake in PCCW (SEHK:0008). … Continue reading Pacific Century Regional Developments (SGX:P15) – The Peculiar Case of PCRD
Okamoto Industries (TYO:5122) – The Quiet Innovator
Say, what's the most expensive condom selling in Lazada.com? A quick search revealed the one product that beats the rest hands down. Snapshot from Lazada.com There we have it. Okamoto's Zero One, arguably the world's thinnest condom yet, is the most expensive selling at about $5 per condom (box of 3) while the rest ranges … Continue reading Okamoto Industries (TYO:5122) – The Quiet Innovator
OKP Holdings (SGX:5CF) – This, Too, Shall Pass
In Singapore's rather small infrastructure construction landscape, there are few market leaders that are well known throughout the industry. You have KTC for earthworks, CSC/Ryobi Kiso for bored piling, Yongnam for steel construction etc etc. For roadworks, we have Or Kim Peow Contractors (OKP). OKP Holdings Limited and its subsidiary corporations are a leading infrastructure … Continue reading OKP Holdings (SGX:5CF) – This, Too, Shall Pass
Straits Trading (SGX:S20) – Multiple Growth Platforms in this Deep Value Play
I hate debt. Mainly because I have seen lots of company collapse due to poor debt management. Straits Trading was one company which I used to avoid due to its low equity to debt and cash to debt ratio. However, looking away from all that, I feel that this is a company with lots of … Continue reading Straits Trading (SGX:S20) – Multiple Growth Platforms in this Deep Value Play
Powermatic Data (SGX:BCY) – Full Year Results 2019
What a horrible week for the markets with all the US-China trade war, Brexit and the Huawei saga. To keep me from being depressed, I told myself to quit looking at the markets and news for the time being. And if I ever feel the need to bet, skup the market and have a go … Continue reading Powermatic Data (SGX:BCY) – Full Year Results 2019
PNE Industries (SGX:BDA) – 1H 2019 at a Glance
PNE reported their 1H FY2019 Results recently and as a follow up from our previous post about the company, let's take a look at how they have been performing this past 6 months. Margins affected by cost pressures For the half year ended March 31, 2019, the PNE recorded revenue and profit for the period … Continue reading PNE Industries (SGX:BDA) – 1H 2019 at a Glance
Spindex Industries (SGX:564) – 3Q 2019 Results at a Glance
Spindex Industries (SGX:564), one of the companies that we've covered recently, has just reported their financial results for 3Q19. Here's a summary of their results. Satisfactory Performance Spindex reported 2% decline in their turnover from $38.1 million in Q3 FY2018 to $37.4 million in Q3 FY2019. This is due to challenging business conditions in Q3 … Continue reading Spindex Industries (SGX:564) – 3Q 2019 Results at a Glance