I am a fan of Benjamin Koh at Lighthouse Advisors. Lighthouse Advisors is a value shop for the accredited investors based in Singapore.
What is great is that Benjamin’s letters to clients (which was embargoed for 1 year) and the public is a tome of knowledge for people like myself learning investing.
Through his commentary. most often we learn about accounting frauds, or ways to detect irregularities that could show up in the financial statements, or when we think qualitatively. He will cite examples of listed companies in Hong Kong, Singapore or around the region which these irregularities have shown up or caveats can be found. Through his mistakes in investing, we also learn a lot.
I always believe that a lot of methods have positive expected results over time, failure is more about whether you have went deep enough and understand and execute well.
Tomes like these readings from ......