Geez 2015 came and the first month is ending! Time and tide really waits for no man. In investing, time helps in compounding, and we just have to keep reminding ourselves that we need to act early and incrementally while we are young. Because, if we don’t, before we know it, we are 40, or 50 and the first half is gone and we are into half-time. Need to think quickly how we want to play the second half.

Today, Let’s continue our analysis on Genting. We answered the first few questions: what’s the investment thesis, is it a good business, is it cheap etc.┬áNext, we focus on the management. Genting Singapore is essentially being run by two savvy executives and supported by strong managers who know the business well. The chairman is from the founding family and his lieutenant helps him run the day to day operations. …