T.U.B Investing

Although returning to write on the Seeking Alpha platform presented a challenge, I was able to gather the motivation to share my thoughts on a micro-cap company. But the article was still rejected due to the limited liquidity of the stock. Rejection does not equate to failure; rather, it provides a chance to refine and create better content. Even though Seeking Alpha didn't publish my article, I've decided to share it here instead. Thank you for taking the time to read my work. The Company  IDW Media Holdings ( IDW ) is a leading American publishing company specializing in comic books, graphic novels, and trade paperbacks. Founded in 1999, IDW has built a reputation for producing high-quality, innovative content that appeals to a wide audience. With a focus on licensed properties and original titles, IDW has a portfolio of beloved brands that have captured the imaginations of readers around the world. These include the new Netflix hit Locke & Key, the ever-popular classic ...

As we enter the second quarter of 2023, many investors may be confused about the current situation in the financial market. Inflation is on the rise, the Fed is continuing with its interest rate hikes as well as quantitative tightening, and banks are also facing liquidity and balance sheet issues. In this blog post, I will break down these factors and their implications for investors. Firstly, it is essential to note that while these factors may seem worrying, the risk of a recession remains low. Even if one were to occur, my opinion is that it would be a short-term V-shaped recovery. This conclusion is based on my observation that many investors and institutions had kept their funds on the sidelines due to the continuous interest rate hike. As a result, the Fed's reserve repo agreements have increased to over $2 trillion. This means that once interest rates decrease, investors/institutions will reverse their actions and start investing more aggressively (Previously mentioned in th...

It has been a while since I last updated my portfolio on this blog, with the last update being in September 2022.  Firstly, I had a change in strategy with my editor, Ram, which took away some of my time. Additionally, my family requires more of my attention, especially my daughter who is turning 4, and my work in a startup never ends, leaving me with low energy levels by the end of the day. Unfortunately, this meant that I had to put a hold on uploading videos to my YouTube channel for now. I also wanted to explain 2 events that have occurred in my investing journey this year.  At the start of 2023, I sold all my stocks, not due to the market environment but solely to change my broker. This event took about 10 days and resulted in an opportunity cost of at least 10k due to missing out on gains. Despite this, I took the time to review my remaining investments, which accounted for only 40% of my initial investments.  As a result, I developed a new roadmap for selecting ...

Still Not Vested In my previous article , I have discussed Beng Kuang Marine, a company that offers maintenance services for Floating Production Storage and Offloading (FPSO) vessels used in offshore oil production. According to Rystad Energy , an energy consultancy, offshore oil production sites are generally more expensive to build than onshore shale sites. However, once established, offshore sites can generate profits at lower prices compared to other forms of production. The average break-even price for producing offshore projects is $18.10 per barrel of oil equivalent, which is lower than the $28.20 per barrel break-even price for onshore production. While some sources on the internet suggest that the cost of offshore oil production could rise to as much as $50 per barrel, many operators are still ordering new FPSO vessels.  Source: Offshore Magazine In 2022, there were as many as 30 new FPSO orders, despite the fact that there are already 179 operating and available FPSO ves...

To call the current market situation turbulent would be an understatement. And to understand why, you might want to read my articles “What is happening in the market?”  followed by “Recession coming” . To wade our way through this impending storm, we need a plan. Here is mine.  My primary objective will be to keep my portfolio as far out of the red as possible with companies that can take a hit, whist keeping an eye out for companies that may shoot to the moon after recession dwindles. To do that, I will be using 3 filters to differentiate companies into conservative, enduring ones and potential moonshots. If you’re on time, you can take a look at the diagram below. It summarizes my entire approach. Otherwise, a lengthier explanation can be found below the diagram.  The Roadmap Filter 1: Find Companies with a Competitive Edge Almost every company is going to have to take a hit, but only the ones with a competitive edge in their industry are going to be able to survive the...

  Hi everyone,  It’s me, TUB. I will like to thank all my readers, new and old, for staying with me. Special thanks goes out to uSMART Securities for sending me tasty new year bak kwa and auspicious red packets. May we huat (Hokkien for prosper) together this year! As you may or may not know, I have paying special attention to the Fed Reverse Repo agreement this year. Here are some key points to note.  Point 1: There is still US$2 trillion on the sideline. Point 2: The Fed Reserve Repo has fluctuated quite drastically. I’ve made content trying to explain when they were at milestone values of US$2.3 trillion on 29 December 2022 ( Link here ) and US$2.5 trillion on 30 December 2022 ( Post here ) . Now that it’s at US$2.17 trillion, I figured we’d make content about that too.  Source: Yahoo Finance It is important to note that the drop in Fed Reverse Repo coincides with a rise in the S&P500 index as well as the values of many smaller cap companies. To me, this mea...

Hi there,  A very happy 2023 to everyone. My name is Ram. If you’ve noticed a change in article tone and phrasing, that’s me. Originally a copywriter, I took an interest in finance — and was waddling through its shady, scary terrain before I met T.U.B and offered to write in exchange for him being my finance compass. Unlike T.U.B, my writing is more clunky. I like to use analogies and sometimes go a little too wild with them. The pieces from today will be an experiment in amalgamating our vastly different narrative style, and I would appreciate any comments them. And if you enjoy this style of writing, I do freelance, and you can contact me at ramdonri.freelance@gmail.com Beyond our shared interest in finance, I think our passion for side hustling is what has made this partnership quite seamless so far. A wise man once said that “the only people who think that money is not the answer, are the ones who are running from problems or are the problem.” While not as extreme, we do belie...