leetawei-investmentdiary.blogspot.com
Investment diary: June 2014
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Monday, June 23, 2014. You need to hold a different view with the market to beat the market. Meaning you need to be pretty much a contrarian. Subscribe to: Posts (Atom). Twitter Updates 2.2: FeedWitter. Corporate Governance in Malaysia. Analyst giving negative recommendations not welcome (2). Russian Stocks Are Cheap Right Now. Superman and Stocks: It's not the Cape (CAPE), it's the Kryptonite (Cash flow)! Tunepro: Quarterly Earnings at a New High. ASSET CLASS RETURNS AS AT 31 JULY 2016.
leetawei-investmentdiary.blogspot.com
Investment diary: Return VS investment timing
http://leetawei-investmentdiary.blogspot.com/2013/11/return-vs-investment-timing.html
Tuesday, November 12, 2013. Return VS investment timing. The best return is is made during investment in the bottom of the business cycle, and sell during the peak of the business cycle. The second best return is made during investment in dip along the business cycle. The third best return is made during investment in confusion of market, but we realised that the future is still promising. Subscribe to: Post Comments (Atom). Twitter Updates 2.2: FeedWitter. Corporate Governance in Malaysia. Thought of mo...
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Investment diary: Finding value in tough investment outlook
http://leetawei-investmentdiary.blogspot.com/2014/08/finding-value-in-tough-investment.html
Monday, August 4, 2014. Finding value in tough investment outlook. SINGAPORE: Singapore sovereign wealth fund GIC, which manages more than US$100bil of the city-state’s foreign reserves, on Saturday warned of a tough investment outlook over the next decade as global central banks withdraw ultra-easy monetary policies. GIC said the prices of all major asset classes have been inflated by the massive stimulus measures, and now face weak future returns. Subscribe to: Post Comments (Atom). ASSET CLASS RETURNS...
leetawei-investmentdiary.blogspot.com
Investment diary: November 2013
http://leetawei-investmentdiary.blogspot.com/2013_11_01_archive.html
Tuesday, November 12, 2013. Return VS investment timing. The best return is is made during investment in the bottom of the business cycle, and sell during the peak of the business cycle. The second best return is made during investment in dip along the business cycle. The third best return is made during investment in confusion of market, but we realised that the future is still promising. Wednesday, November 6, 2013. Thought of monetary tightening impact on company valuation. Subscribe to: Posts (Atom).
leetawei-investmentdiary.blogspot.com
Investment diary: July 2013
http://leetawei-investmentdiary.blogspot.com/2013_07_01_archive.html
Tuesday, July 16, 2013. Prospect of Malaysia is good. Malaysia is bless with its center location of South East Asia and its well developed resources. Malaysian is good at making great plan and have a plenty of great business people with great business acumen. Prospect is looking good. Now it depend on the government execution and reform to make Malaysia the center of South East Asia. Wednesday, July 3, 2013. How to identify good long term investment. Monday, July 1, 2013. Perception is hard to change.
leetawei-investmentdiary.blogspot.com
Investment diary: Thought of monetary tightening impact on company valuation
http://leetawei-investmentdiary.blogspot.com/2013/11/thought-of-monetary-tightening-impact.html
Wednesday, November 6, 2013. Thought of monetary tightening impact on company valuation. Current world is flushed with money, supply of money is so large that interest become so low. It pushed up all the asset price. When tightening happen, supply of money reduce. It put pressure on asset price. Those company with high asset dependent base, its valuation will suffer. Those company with asset light business model will outperform. Bank will take a hit as its collateral asset under price pressure. Picture W...
leetawei-investmentdiary.blogspot.com
Investment diary: August 2013
http://leetawei-investmentdiary.blogspot.com/2013_08_01_archive.html
Friday, August 30, 2013. Buying on dividend yield, good or bad? But is it really safe? Wednesday, August 28, 2013. Search for the Bottom. Of course those skeptical and pessimistic people remain their believe. They will always ask, can drop further or not? Don't put all in one basket etc etc. They only started to want to come in after the stock market has rebound significantly. Tuesday, August 13, 2013. Saturday, August 3, 2013. When the tide goes out. Subscribe to: Posts (Atom). Superman and Stocks: It's...
leetawei-investmentdiary.blogspot.com
Investment diary: Productivity, efficiency improvement?
http://leetawei-investmentdiary.blogspot.com/2013/09/productivity-efficiency-improvement.html
Tuesday, September 10, 2013. Productivity, efficiency improvement? Unless you develop your own technology in house, kept it secret or apply patent to protect it, you are likely not able to enjoy the improve margin. Subscribe to: Post Comments (Atom). Twitter Updates 2.2: FeedWitter. Corporate Governance in Malaysia. Analyst giving negative recommendations not welcome (2). Russian Stocks Are Cheap Right Now. Superman and Stocks: It's not the Cape (CAPE), it's the Kryptonite (Cash flow)!
leetawei-investmentdiary.blogspot.com
Investment diary: September 2013
http://leetawei-investmentdiary.blogspot.com/2013_09_01_archive.html
Tuesday, September 10, 2013. Productivity, efficiency improvement? Unless you develop your own technology in house, kept it secret or apply patent to protect it, you are likely not able to enjoy the improve margin. Subscribe to: Posts (Atom). Twitter Updates 2.2: FeedWitter. Corporate Governance in Malaysia. Analyst giving negative recommendations not welcome (2). Russian Stocks Are Cheap Right Now. Superman and Stocks: It's not the Cape (CAPE), it's the Kryptonite (Cash flow)! THE WALAO STREET JOURNAL.
