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financiallyfreenow

Coffee with FFN and Robert Miles

May 15, 2012 by financiallyfreenow
Robert P. Miles is an internationally acclaimed keynote presenter, author and distinguished authority on Warren Buffett and Berkshire Hathaway. Pursued by journalists and media moguls on just about each and every move that Mr. Buffett makes, Robert is a long-term shareholder of Berkshire Hathaway. He also has had the great honor of getting to know Warren [...]

in Categories: Investing

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Adampak – Signed, Sealed and Delivered!

May 10, 2012 by financiallyfreenow
OKP’s Annual General Meeting FY2011 Coffee with FFN and Robert Miles Adampak – Signed, Sealed and Delivered! May 10, 2012 financiallyfreenow Adampak 5 Comments This morning, at 8.30am, I dropped a pink envelope into the Singpost letterbox. Contained in the pink envelope was the acceptance letter to sell off my Adampak stake to Navis Capital. Navis made an [...]
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OKP’s Annual General Meeting FY2011

May 6, 2012 by financiallyfreenow
OKP’s Annual General Meeting (AGM) for FY2011 was conducted on 25th April 2012 at their Headquarters at Tagore Building and I was there for it. This post will indulge in some of the more important points that were discussed in the AGM. The AGM was held at the conference room and luckily, I arrived early [...]
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Why I will shun investing in Facebook

April 24, 2012 by financiallyfreenow
Facebook has been mulling going public and it is not new news. It will trade under the ticker symbol “FB” in NASDAQ. Rumours are flying around that it will list on May 17th 2012. Though Facebook going public is akin to the unveiling of a new iPhone, I’m not buying into the hype nor will [...]
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Talk on Warren Buffett at Invest Fair 2012

April 21, 2012 by financiallyfreenow
I attended a seminar by Robert Miles at Invest Fair 2012 that was held on 8th April 2012. Robert Miles “is an internationally acclaimed keynote presenter, author and distinguished authority on Warren Buffett and Berkshire Hathaway” (extracted from Invest Fair 2012 site). His talk was entitled: “New at Warren Buffett’s Investment Holding Company: How It [...]

in Categories: Investing

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Coffee with FFN and Clive Tan

April 15, 2012 by financiallyfreenow
Clive learnt his investing skills personally from Curtis Montgomery, an American value fund manager, who was the most successful audited value investor in Singapore. During a 5 year period, Clive applied what he learned in investing and accumulated enough investment returns with that short timeframe to successfully launch his first business Curious Minds Childcare Pte Ltd. Clive [...]

in Categories: Investing

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Kingsmen at Invest Fair 2012

April 7, 2012 by financiallyfreenow
I was at Invest Fair 2012 today and heard Andrew Cheng, Group General Manager of Kingsmen, give a talk entitled “Experiencing Kingsmen”. I took away some important key pointers and they are summarised below: Kingsmen was involved in Hollywood Dreams Parade in Universal Studios Singapore (USS) and were also largely involved in the show choreography. A [...]
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Book Review – “The Little Book That Builds Wealth” by Pat Dorsey

April 6, 2012 by financiallyfreenow
This post covers the book review of “The Little Book That Builds Wealth” written by Pat Dorsey. Pat Dorsey is the Director of Equity Research at Morningstar. He has been instrumental in the development of Morningstar’s economic moat ratings. He is also the author of the renowned book, “The Five Rules of Successful Stock Investing”. [...]

in Categories: Investing

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BREAKING NEWS: Adampak to be acquired by Safe Label Group Pte Ltd

April 2, 2012 by financiallyfreenow
Just hot off the press – Adampak has been offered to be bought over by Safe Label Group Pte Ltd at $0.42/share (Offer Price). Current market price is at $0.345. This is a premium of 21.7%. Safe Label Group Pte Ltd does not intend to revise the Offer Price, except that it reserves the right to do so in [...]
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Will Value Investing Cease to Exist Soon?

March 25, 2012 by financiallyfreenow
With the rampant proliferation of workshops, courses and books purporting the theory of value investing the Warren Buffett way, will there be lesser value buys in the future when more investors follow the “rules”? Will the stock market tend to become more efficient in the future? Will value investing cease to exist soon? These are [...]

in Categories: Investing

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First-ever Owl Café at The Star Vista

March 24, 2012 by financiallyfreenow
Singapore’s famous Owl coffee brand will open its first-ever cafe called “Owl Café” at The Star Vista. The mall is slated to open beside the Buona Vista MRT station in September 2012. It is owned and managed by CapitaMalls Asia. “A familiar and well-loved brand of award-winning coffee, Owl will open its first-ever Owl Café at The Star [...]

in Categories: Business

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Coffee with FFN and Ken Chee

March 15, 2012 by financiallyfreenow
Ken is the CEO and Co Founder of a private investment company, 8 Investment Pte Ltd, which focuses on business, equity investments and education. FFN: At what age did you get started in investing?  Ken: I started investing in 2003 when SARS hit. First stock I bought was Singapore Stock Exchange (SGX) but I was [...]

in Categories: Investing

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Management Integrity and Competence

March 13, 2012 by financiallyfreenow
How well do you know your spouse or children? You might have stayed with your spouse and kids for many years but can you say for certain you know every single thing about them? Knowing about people in-depth is a very challenging task. In the same way, when researching into a company, the most difficult [...]
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The Power of Insider Selling

March 12, 2012 by financiallyfreenow
Insiders in a company can be deemed as the Directors, Management, substantial shareholders or any Government entity in a government-linked company. When these groups of people are buying or selling the securities of their company, it signals many things. When an insider is buying into a company, it can mean only one thing – that [...]
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Game Changing Breakthrough

March 7, 2012 by financiallyfreenow
I just received an advertisement through email and I feel it makes sense so I’m sharing it with you here. However, I have just reproduced the strong message below without any call-to-action as per original email: “I just had a weird chat with John Assaraf. My first reaction to it was ‘What the?’ But when [...]
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Kingsmen FY2011 Results Analysis

March 6, 2012 by financiallyfreenow
Kingsmen Creatives released its Q4 and FY2011 results on 27th February 2012 and this post will look into the results in detail. Income Statement The revenue for FY2011 increased 11.7% from $233.6 million in FY2010 to $261 million in FY2011. The cost of sales increased more than revenue at 14.5% when compared with FY2010. This [...]
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Why we have an upperhand over Buffett?

March 4, 2012 by financiallyfreenow
Warren Buffett would be jealous of us retail investors. I think he sincerely wishes that his company, Berkshire Hathaway, wasn’t that humongous. Why is that so? In 1999, he told Business Week that, “It’s a huge structural advantage not to have a lot of money. I think I could make you 50% a year on $1 million. [...]

in Categories: Investing

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OKP Pros and Cons Analysis

February 25, 2012 by financiallyfreenow
Pros Acceptable moat – only listed road specialist, many years of experience and track record Strong financials, FCF, ROE, margins Good dividend yield Even though undertaking mostly government projects, margins are high – shows management competence China Sonangol catalyst (construction of condos, overseas opportunities, can be acquisition target) Oil and gas industry catalyst Property development [...]
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