Posts

Showing posts with the label Big Idea 5

The New Idea That I Didn't Act On It

Image
This article contains a portion of the Moat Scorecard Analysis Write Up 6 written on 27 Jan 2019 for my Moat Scorecard subscribers. For the Full Write Up, please subscribe to Moat Scorecard. Having sold off one of my biggest holding of a Big Idea (Big Idea 5 - HongKong Land) , I started search for the next possible Big Idea. Firstly, I was looking at Courts Asia. But before I could make a decision, Nojima made a general offer. Damn! Then along came Avi-Tech Electronics Limited (Avi-Tech) . To be honest, I first came across this company when it passes Ultimate Scorecard in January. Portion of Avi-Tech Ultimate Scorecard in Jan 2019. I was surprised to see this new entry in my Ultimate Scorecard. This new company excites me in view that it was able to generate Free Cash Flow constantly for the last few years and the cash profit margin has been consistent. What Does The Company Do? The company specializes mainly in Burn-In Services, with a portion in Manufacturing and E...

All Other Big Ideas

Image
Before I start introducing my other big ideas, I like to first say thank you to SGX for inviting me to their Mid-Year appreciation dinner. It was really an honor to be there with many other established bloggers. During dinner, they introduce that SGX Gateway will be quite interesting in the 2nd half of the year. Lets' look forward to it! Furthermore, I also like to thanks my readers who had liked my Facebook Page. It has now reached more than 1,000 likes! Really Appreciated! Now back to the main topic...  It is time to introduce my other big ideas. The reason why I decided to talk about my remaining big ideas, because I will be revealing my portfolio updates in the next post and everyone will know all the companies in my portfolio. Thus, this will be a "touch and go" post on the remaining Big Ideas. Big Idea 5 - This idea can reveal in a picture. Big Idea 6 - This idea has been written by Stock Research Asia  recently. The positives ...