The Moss Piglet is back. Here is an update on my portfolio and my thoughts on how 2021 will end.
Tag: value investing
Moneyball Series Part 4 – Adapt or Die
Using Moneyball as a reference, I took a dive into why value investing has lost its lustre and how value investors can adapt or die.
Avarga Ltd (SGX:U09) – To Benefit From Crazy Lumber Prices
Avarga Ltd (SGX:U09) is set to benefit from the huge spike in lumber price. Avarga Ltd is an investment holding company and its crown jewel is Taiga Building Products Ltd, a wholesale distributor of building materials in North America. Increase in homebuilding and renovation demand, combined with production cuts due to Covid-19, has caused lumber … Continue reading Avarga Ltd (SGX:U09) – To Benefit From Crazy Lumber Prices
Aercap (NYSE:AER) – Surprise Winner in Airline Industry Collapse
Aercap (NYSE:AER) reported 2Q2020 earnings this week and results have shown that they are the surprise winner in the airline industry selloff.
Herman Miller (NYSE:MLHR) – To Emerge Stronger after Covid-19
Herman Miller has set the course to emerge stronger from this crisis. I feel that it is an opportunity to invest in a high end furniture maker as they recover from Covid-19
How to Interpret and Use Free Cash Flow
I have started a series of posts on understanding financial statements. In this post, I will look at the concept known as free cash flow and why it is important, what it means and how to use it when analyzing companies.
Nordic (SGX:MR7) – Will Contract Backlog Will Push Nordic Back Up?
Nordic Group Limited (SGX:MR7) is a global solutions provider in areas of System Integration, Maintenance, Repair, Overhaul & Trading, Precision Engineering, Scaffolding, Insulation Services and Petrochemical & Environmental Engineering Services. In 2020, they are hit by a number of issues relating to Covid-19 such as the extended closures of the Group's operations in China and … Continue reading Nordic (SGX:MR7) – Will Contract Backlog Will Push Nordic Back Up?
You Lack Conviction
This was what someone told me after I joked that I had taken profit from a position way too early and that the stock price doubled after I sold. Aside from the fact that I was quite taken aback when this was supposed to be a light hearted conversation and he went all “serious mode” … Continue reading You Lack Conviction
Throwback Thursday – My First Multi-Bagger
I started investing in 2015. I was attracted to value investing or rather, it made much more sense to me compared to trading or looking at technical charts. The first investment book that I read was "The Manual of Ideas" by John Mihaljevic. https://www.bookdepository.com/Manual-Ideas-John-Mihaljevic/9781118083659 From there, I developed a set of criteria to look for … Continue reading Throwback Thursday – My First Multi-Bagger
Aercap (NYSE:AER) – Will History Repeat Itself?
I would be exploring the downfall of AerCap's predecessor GPA and whether there are any similarities that Aercap could be facing now.