Non-REIT post today.
I was reading through B's blog when I came across an article by sgyounginvestor. I was really impressed by his depth and breath of analysis on S-REITs. One particular piece was on OUE Commercial REIT (article link here).
I was humbled at the same time. Compared to his analysis, my analysis seemed like child's play. Sad to say, I felt ashamed. I pondered for a while why I had not put in more effort into research.
All kind of excuses seemed to spill out from my brain. Some of them may be valid; some of them are not. But one question came into my mind: What is the end goal of my analysis?
I realized the answer was to arrive at a decision: To invest in the REIT, or not to invest.
Much as I want to dive deep into the fundamentals of a company, ......