Property
My Thoughts On My Current Portfolio – July 2016
By SG ThumbTack investor  •  July 21, 2016
BBR Holdings Since my previous post on increasing my exposure to BBR Holdings (BBR Holdings Investing Thesis) at prices between $0.165-$0.174, the company now has a new substantial shareholder: Dr Chiu Hong Keong A quick google search would reveal him to be the founder of Pintaras Jaya berhad, interestingly, a piling and construction company listed in Malaysia. BBR’s top shareholder lists include several construction companies. In my view, this can only be a good thing. Why would competitors take up individual stakes in your company with their own personal money otherwise? BBR’s share price has also risen since my last bulk purchases. At the current price of around $0.185, the gain is approximately 10%  or so. Not something to be scoffed at time-weighted wise, as it’s only been 1 month or so. Still, the volumes are too thin to be indicative, and anyway as a deep value ......
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By SG ThumbTack investor
I am a Singaporean male in my mid-30s, and this blog chronicles my investing ideas and activities. I hope to search for and find contrarian and deep value investing ideas and will chronicle all these ideas here, both the successes and the failures. (hopefully less of the latter) ...
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