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.
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
Aercap (NYSE:AER) reported 2Q2020 earnings this week and results have shown that they are the surprise winner in the airline industry selloff.
Herman Miller has set the course to emerge stronger from this crisis. I feel that it is an opportunity to invest in a high end furniture maker as they recover from Covid-19
I have started a series of posts on understanding financial statements. In this post, I will look at the concept known as free cash flow and why it is important, what it means and how to use it when analyzing companies.
Nordic Group Limited (SGX:MR7) is a global solutions provider in areas of System Integration, Maintenance, Repair, Overhaul & Trading, Precision Engineering, Scaffolding, Insulation Services and Petrochemical & Environmental Engineering Services. In 2020, they are hit by a number of issues relating to Covid-19 such as the extended closures of the Group's operations in China and … Continue reading Nordic (SGX:MR7) – Will Contract Backlog Will Push Nordic Back Up?
This was what someone told me after I joked that I had taken profit from a position way too early and that the stock price doubled after I sold. Aside from the fact that I was quite taken aback when this was supposed to be a light hearted conversation and he went all “serious mode” … Continue reading You Lack Conviction
I started investing in 2015. I was attracted to value investing or rather, it made much more sense to me compared to trading or looking at technical charts. The first investment book that I read was "The Manual of Ideas" by John Mihaljevic. https://www.bookdepository.com/Manual-Ideas-John-Mihaljevic/9781118083659 From there, I developed a set of criteria to look for … Continue reading Throwback Thursday – My First Multi-Bagger
I would be exploring the downfall of AerCap's predecessor GPA and whether there are any similarities that Aercap could be facing now.
Aercap, one of the largest airplane lessor company in the world, has seen its stock price decimated by almsot 60% as the Covid-19 epidemic takes a toll on the air travel and tourism industry. Aercap's is facing the biggest challenge ever faced and priced as if all of their customers, the airline companies, are going … Continue reading Aercap (NYSE:AER) – Drunk as Hell but No Throwing Up