Author: B

Every once and then, there would be companies in focus that would be the major target for the short seller. These are mostly sick companies because their outlook are bleak. If you recall in the early of 2016, we had similar cases with oil and gas companies. Keppel and Sembcorp took the most hit and…

Variant Perception is a concept defined by Michael Steinhardt as a view that is materially different from the consensus and that you have a belief that it has an average probability of being correct. For many, the fear of standing out negatively overrides their desire to stand out positively. By following the herd mentality, you…

No.  Counters No. of Shares Market Price (SGD) Total Value (SGD) based on market price Allocation % 1. Comfortdelgro 61,000 2.18 132,980.00 21.0% 2. M1 61,000 1.78 108,580.00 17.0% 3. Fraser Logistic Trust 80,000 1.07 85,600.00 14.0% 4. Fraser Comm Trust 40,377 1.39 56,124.00 9.0% 5. First Reit 30,034 1.33 39,945.00 6.0% 6. CDL Hospitality…

I enjoyed this post a lot from our guest contributor, CK who has kindly analyzed and shared his finding with us on a few development that are ongoing at the moment. I am a big fan of property myself and am following closely the development of a few residentials and how they are being priced…

I initiated back a new position in Vicom a few days ago at $5.67 for 6,600 shares. I used to own this position in the past and divested this early last year when there are better opportunities. You can search the blog on the past Vicom articles I wrote. This is not a huge position…

This is the 5th edition of the post since I’ve started to blog on this site. For some reason, I missed to write on my birthday last year and couldn’t remember what I was doing back then but here’s all the past couple of sessions. 30th Birthday Edition 29th Birthday Edition 28th Birthday Edition 27th…

I was invited to attend this 1st value and growth investing workshop between the collaboration of Terence and John which happened this morning. The workshop lasted for slightly more than 3 hours and I went with an open mind because I knew both speakers are great investors and they had their methods which they are…

We have our regular contributor CK here who writes and provides good insight into the industry he has expertise on. I am learning a lot just by exchanging emails and chatting with him so it’s another pleasure of mine for him to provide his thoughts on the recent development ongoing with our property rush. One…

I’ve written two themes about financial independence this year and they are both about passive income. You can refer to the link here and here. The allure of being able to have no worries about money is the main attraction of financial independence and you can quickly see so many people taking advantage of this when they tried…

Share price of a company moves up and down everyday for many different reasons. During earnings announcement, they are especially more volatile because investors are pricing in adjustment to the share price based on what was announced in the earnings. Earnings are a significant underlying determinant factor that can move the share price of a…