Throwback Thursday – My First Multi-Bagger

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

Aercap (NYSE:AER) – Will History Repeat Itself?

Aercap is currently facing one of its biggest crisis ever, along with the aviation sector. Investors are pricing the company at bankruptcy as its base case. It is interesting to note that Aercap, like a phoenix, was born out of the ashes of the largest commercial aircraft sales and leasing company which collapse as a … Continue reading Aercap (NYSE:AER) – Will History Repeat Itself?

Aercap (NYSE:AER) – Drunk as Hell but No Throwing Up

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

Teckwah Industrial Corporation (SGX:561) – Cheap Value Play, But Execution is Key

Summary Teckwah Industrial Corporation (SGX:561) trades at 30% discount to tangible book value and EV/EBIT of 6.83.Part of the performance decline in FY18 is due to the ongoing trade war.The company has been generating consistent free cash flow with current dividend yield of 3.3%.Teckwah is implementing a transformation plan which will provide near term and … Continue reading Teckwah Industrial Corporation (SGX:561) – Cheap Value Play, But Execution is Key

SATS Ltd (SGX:S58) – Short Term Headwinds, Long Term Potential

SATS Ltd (SGX:S58) is a leading provider of ground-handling and in-flight catering services primarily in Asia's aviation sector. Additionally, it offers food distribution and logistics, industrial catering, and other amenities for hospitality and government agencies. The company has three business segments: food solutions, gateway services, and corporate. It has partnerships with multiple airlines to provide … Continue reading SATS Ltd (SGX:S58) – Short Term Headwinds, Long Term Potential

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

Keck Seng Investments (HK:0184) – Not Just Another HK Property Play

Keck Seng Investments (HK:0184) is a investment holdings company listed in the Hong Kong stock exchange. Before you close this tab thinking that it is another one of those Hong Kong property plays taking advantage of the unrest and decreasing property prices, well, it it not. Keck Seng Investments owns and operates hotel properties in … Continue reading Keck Seng Investments (HK:0184) – Not Just Another HK Property Play