T.U.B Investing

I have officially disposed all my positions in Big Idea 4 and Big Idea 6 . Since I have already sold, I will reveal what Big Idea 4 and Big Idea 6 are. Big Idea 4 is…Ellipsiz Ltd. In my last post, I have stated that “In 2 months’ time, it will announce its full year results and more answers on the use of its cash pile could be reveal in its financial report. Therefore, I will decide then on what to do with this company….” After the release of the annual report and receiving a reply from the investor relations, I have decided to offload all my position in Ellipsiz Ltd at a loss. Nevertheless, do note that this loss was based on my re-entered price. I had previously made a 280% gain on the company prior to selling all at its peak. So what were the factors that caused me to sell off this Big Idea? 1. Annual Report Abstract from Latest Annual Report In the above abstract, it seem like the Lums are intending to use this company as their investment holding firms. Other than i...

I bought a new company and announced it on my Facebook Page recently. The overwhelming likes made me revealed the company at that time. Thus, there was a dilemma in me whether I should announced why I bought that company or talked about the other company which I had re-invested in Jan 2018? I decided that the latter - The company that I had re-invested in Jan-2018 - will be Big Idea 4 . I have written quite a lot about this company and invested in it slightly before April 2016. I sold the last of their shares in Dec 2017 at its peak and almost a 2-times bagger, after the company divested its main business and announced a mega-dividend. After the price came down, I re-invest in the company. Reasons Why This Counter Qualifies as a "Big Idea" 1. Most "Liquid" Balance Sheet Based on the above information: Net Current Asset Value - $0.522 If we take Financial Assets and Other Receivables into account, the Net Asset Value will rise to over $0.648. Thi...