November 2010 Portfolio Summary and Review
By Musicwhiz  •  November 30, 2010
Make no mistake about it – November 2010 was a rather sensational month, not just buoyed by news of QE2 (Quantitative Easing) and Hong Kong’s more draconian property measures, but was also filled with financial results announcements from five of my companies. This of course got me in a minor frenzy and had me busy for the last few weeks as I sought to read through all the news and updates to keep myself abreast of developments within the companies in my portfolio. Thus far, I have posted up my analysis and review of MTQ and Part 1 of Boustead, and this is set to continue with Tat Hong in December as I delve further into the results. I have also taken the liberty to include brief summaries of the results within my portfolio review for those who are not keen to read the (boring) details of a full analysis.

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By Musicwhiz
Musicwhiz who is in his 30s is educated in accounting and works in the investment line (but not in a bank, financial institution, brokerage or fund house). He has a have a full-time job and investing is his side-line as well as passion. Musicwhiz is a value investor and his technique is derived from the teachings of Warren Buffett, Benjamin Graham and Phil Fisher. He incorporate all aspects of their investing style, and modify his value investing style to the Singapore market.
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