Moneyball Series Part 4 – Adapt or Die

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) – 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

Nordic (SGX:MR7) – Will Contract Backlog Will Push Nordic Back Up?

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?

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) – 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