Shares & Derivatives
Kingsmen Creatives – Revisiting The Thesis Part 1
By Musicwhiz  •  September 5, 2018
As readers of my blog way back from 2010-2012 would probably know, back then I performed a detailed 5-part analysis on Kingsmen Creatives and posted in on my blog. Of course, much has changed in the last 6.5 years and the Company has also evolved and changed during that time, some parts for the better, and other parts for the worse. My initial idea was to present the thesis to readers and then highlight the sections which had altered or changed significantly since then; but this would have been tough for those who are not familiar with the Company or what they do. Instead, I thought I would present the Company in a structured manner starting from a fresh slate, highlight the different aspects of it and packaging it in parts to cover it holistically and from all angles. This would cover the basic business, clientele, divisions, financials, margins, ......
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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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