Showing posts from November, 2018

Big Idea 11

Okay… it has been almost 2 weeks since I wrote anything. It is easy to just state that I was busy. However, it is probably due to me, wanting so time off the market, in order to give myself a break from all the hectic work online and offline. Nevertheless, I continued to share on my Facebook page and significantly on our Fundamental Scorecard Telegram Group . Thus, a lack of write up here does not meant that I have been on the sidelines. Thus, I had delayed the write up of Big Idea 11 up till now. Currently, as of this post, I had already mention about 11 big ideas despite my target to reduced number of companies in my portfolio. But do note that I had already fully sold Big Idea 4 and Big Idea 6 . Thus, I should only be holding 9 different big ideas. Big Idea 11 is a new company in my portfolio since I only purchased it in October this year. However, I used to talk about this company in this blog and had sold it at a 70% gain at the end of 2017. Reasons Why Th

Looming Crisis

This article contains information from the 3rd Scorecard Newsletter written on 30 Oct 2018 for my Moat Scorecard subscribers. However, do note that the future Scorecard Newsletter will be only created for the Moat Scorecard Subscribers. This 3rd issue was released earlier than usual because I want to release this information earlier to the public because I felt they are important and I had to inform the readers.  As of today, Straits Times Index is at 2966.45. The market had dropped 14.9% since the start of 2018. It has not only happening to Singapore Market, but also in Hong Kong, China and Japan Market. Hang Seng Index has fallen 19.4%, SSE Composite Index has fallen 23.3% and Nikkei Index has fallen 9.5% since the start of 2018. On the other hand, USA Market seems like nothing has happened. Dow Jones Index has only fallen 3.05%, Nasdaq Composite has only fallen 1.1%, and S&P 500 Index has also only fallen 3.3% since the start of 2018. Thus, if your portfolio is not

Fundamental Scorecard Is Already 1 Years Old!

Dear Readers, It has been some time since I wrote something on my blog. I had a very busy 2 weeks. Last Friday, Simple Investor and I had our FSC Exclusive Meet Up in celebration of Fundamental Scorecard being 1 year old! Firstly, we like to thank everyone whom came, especially those that came on VERY SHORT NOTICES. THANK YOU VERY MUCH! Secondly, this was a tab too late as Fundamental Scorecard had already been around since September last year. Nevertheless, we had a wonderful time and we hope everybody enjoyed as well.  At the Exclusive Meet Up, we asked for feedback in order to service you better and be able to produce products that you want. We had also announced our new Telegram Group to have a more intimate sharing of details with our subscribers and readers. In fact, anyone can join the Telegram Group. If you are interested to join, do click on this LINK . We also wanted to conduct full day courses and asked for suggestions. Hopefully what we eventually came up for

The Tech Powerhouse Face-off

This article contains information (except the companies' name) from the 2nd Scorecard Newsletter written on 29 Sep 2018 for my Moat Scorecard subscribers.  For the 2 nd issue of Scorecard Analysis, I like to bring you attention to 2 Tech Powerhouse listed in SGX – Company A  (Coy A) and Company B  (Coy B) . As taken from their website, this was how they describe their business: Company A “We are a precision engineering group which specializes in manufacturing high precision front-end semiconductor components and perform complex electromechanical assembly and final testing services. Included in our core business is the production of modular and integration systems for original semiconductor equipment manufacturers. Aside from semiconductor industry, we also cater to other industries including in electronic, machine tools, aerospace and oil & gas industries.” Company B “Coy B provides handling and test solutions to the most advanced manufacturers in the