I haven’t been writing for quite a while so I thought I’ll write an impromptu on something that suddenly came up to my mind.  Have you ever experienced a moment when you feel so passionate about something that you forgot the time? Or have you ever experienced a time when you feel so despair and…

Comfortdelgro hits not only a new 52 weeks low last Friday but also a 3 year low. The last time they hit around this share price was around in Jun 2014. That was right before the contracting model announcement takes place for the public transport. I just did a quick comparison to see how they…

My wife and I recently watched a Japanese documentary at home and we began pondering on why the Japanese, and typically the older generation tend to have a different attitude than the newer generation like ours. Friedrich Nietzsche, one of the famous German philosopher, once said that the most essential thing in human history is that there…

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…