Okay… it has been almost 2 weeks since I wrote anything. It is easy to just state that I was busy. However, it is probably due to me, wanting so time off the market, in order to give myself a break from all the hectic work online and offline.

Nevertheless, I continued to share on my Facebook page and significantly on our Fundamental Scorecard Telegram Group. Thus, a lack of write up here does not meant that I have been on the sidelines.

Thus, I had delayed the write up of Big Idea 11 up till now.

Currently, as of this post, I had already mention about 11 big ideas despite my target to reduced number of companies in my portfolio. But do note that I had already fully sold Big Idea 4 and Big Idea 6. Thus, I should only be holding 9 different big ideas.

Big Idea 11