T.U.B Investing

As per my Big Ideas Investing Theory, many of you may not really know the company behind my Big Idea 2 . It is a company which I have held for more than 2 years and I had communicated significantly in my blog. Since 18th Sep 2018, Big Idea 2 has announced that it is in talks to sell one of its 76% owned subsidiary. This subsidiary is the company's main Cash Cow! As of yesterday, the company had announced that it had confirmed the full disposal of the subsidiary with a gain of over US$69 Million! Abstract from Announcement Abstract from Announcement This is probably the best news I had heard for my investing journey since 2018! Anyway, without further ado, it is time to reveal the company... the company is Chuan Hup Holdings Ltd! With the help from the calculation method as per my previous post on the company, the indicative book value of the company seem to be in the range of between S$0.500 to S$0.545. In Short With the book value in mind, my strategy t...

Recently I spoken to this acquaintance that was quite knowledgeable on the Australia side of things. I always wonder why Big Idea 2 has a significant exposure in Australia. Thus, this gave me an opportunity to ask more about the property market in Australia and especially those projects relating to Big Idea 2. Picture taken from britannica.com Below are the information I remembered. Do note that I did not verify all the information and these are just pieces of our conversation. 1. The Australia Government made it hard to purchase properties in the country (read article ) . 2. Australians are not good savers and due to Basel ruling, banks are unable to lend out too much. 3. On the other hand, Australia Banks are also very conservative. During GFC, these banks had almost no exposure. However, being conservative, they also did not “go out and grab more market share”. 4. The big 4 Australia Banks also supports New Zealand. Due to regulations and restrictions, these ...

Update on 11 May 2018: Sorry for publishing the draft copy. Amended the draft via the Blogger app and I went overseas to publish them, but end up the draft copy got published instead.  Before I start talking about my Big Idea 2, here are some words of wisdom I had with A after he read about my previous post . The conversation are broken down into sessions which I deem are words of wisdom and even if you knew them, it can act as a reminder. Section 1: Diversification "The question is about diversification. I have a dual answer to that. If you are not a professional investor, if your goal is not to manage money to earn a significantly better return than the world, then I believe in extreme diversification. I believe 98% - 99% who invest should extensively diversify and not trade, so that leads them to an index fund type of decision with very low costs. All they are going to do is own part of America and they have made a decision that owning a part of America is worthwhile....