T.U.B Investing

As indicated in my last post, I had already sold Big Idea 5. Therefore, I am still on the lookout for the next idea to invest in. Currently, for my Big Ideas Investing Theory, I have wrote about 12 Big Ideas and I had sold about 3 of them. Overall, I am still holding on to 9 of them which contributes about 60% to 70% of my portfolio. I caught a glimpse of  Big Idea 13  on a valuebuddies forum. Then I went to work on it. I was so excited about this idea that I shared it on my Fundamental Scorecard Telegram Group. Then, Simple Investor shared it on his Facebook Page . Screengrab of Simple Investor Facebook Page OMG...this ballooned the members on my Fundamental Scorecard Telegram Group from 48 members to the current 130 members within 2 days. I am still very amazed by the support and will like to still say a Big "Thank You" to the old and new members in the group. So after my initial analysis on Big Idea 13, I came up with this summary. "The company has 2 ...

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...

As per divestopedia, in the venture capital industry, a unicorn refers to any tech startup company that reaches a $1 billion dollar market value as determined by private or public investment. In July 2018, this Unicorn had raised US$1.6 Billion in the US Stock Market. The company is no other than, Pinduoduo, the company that intends to rival Alibaba and JD.com. You can read all about this company in this report . If you had watched China Variety Shows, you will not have missed out their advertisement. It has a very catchy song for its advertisement and always seem to be the main sponsor for some of the variety shows. So why do I intend to give it a miss? The main reason is because, on Feb 2019, the company has decided to raised another US$1.5 billion. So after 7 months of raising US$1.6 Billion, it wants to raise another US$1.5 Billion! Furthermore, as quoted from Straits Times Article : "...it intends to issue some 37 million new shares while stockholders sell ...

How do you feel after attending a course/workshop?  Do you follow what was taught?  Do you gain anything from the course?  Did you take any action after the course? These are the questions I kept asking myself after presenting various workshops and courses to the participants. I always wonder if the participants gain anything from the workshop or even wondered if they took any actions? Thus, I have been wanting to design a course where I am certain the participants had gained from it and took some actions. After all, I believe that should be the main reason why a participant will want to attend a course! So after many months of planning and discussion with readers, I had finally came up with A.I.M ., which meant " Actionable Ideas Movement ". A.I.M. is a new course – Actionable Ideas Movement – that is designed by me.. The main AIM for this course is to:  (1) introduce the HK and US market to the Singapore Investors; and (2) by the end of the cou...

I have been thinking about what to write lately. But I seem to have ran out of ideas, although I also have a lot of other things on my mind (more on this later) . Investing Is Getting Boring Since engaging in Big Ideas Investing Theory, I found myself no longer affected by daily news unless it relates to my targets or companies with my portfolio. In addition, I felt rather muted now that the market is rising. I feel like I am watching a soap opera when I look at the stock market. Is this why Gurus says “investing is watching the paint dry”? Should I Follow Them? Looking at the blogsphere, I also realized that there are prominent bloggers that have stopped writing. This has been picked up by Chris of Trees of Prosperity  . I actually had that thought too. Currently, I am managing a Telegram Group, FB Page, InvestingNote Profile, Fundamental Scorecard Website and Moat Scorecard on Investing Note. If readers like to know more about me, there is no lac...

Being a value investor and probably an educator, as well as a researcher, I am very confused over the back-testing I have done via the Hongkong Stock Market. In this post , I have stated that my back-testing shown that Hongkong Stock Market do not react well to Top 5 Criteria Test Version 1, Top 5 Criteria Test Version 2 and TUB Score Version 2. However, in the event, I do not follow these metrics to invest in Hongkong Stock Markets - I do not feel that I have a significant margin of safety. I have also mentions my dilemma in this InvestingNote post  and many gurus had also provided their views. Do read them in the comments to the InvestingNote Post. My Dilemma Stated In InvestingNote Anyway, I am going to find the answers to my questions again. This answer has to make sense and be easily explainable to others as well. Here I go again... If you are interested to know more about The Ultimate Scorecard or Full Analysis, do visit the Fundamental Scorecar...

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...