Random thoughts: Understanding myself better @ work

I am back at work for 2 weeks. Beside the first 2 days, the usual hectic and crazy schedule is back. 4-5 to do things, bosses calling you in the last minute, staff looking to you to problem-solve, when I myself has plenty to troubleshoot I am however, coping much better. Of course the long break help. But I have been down with flu, but my motivation has not been affected, I think I have … [Read more...]

Random thoughts: All about "S"s

The S refer to 4 things. Silverlake axis, Singpost, Situation at work and Scolding. Silverlake and Singpost should see better times ahead. Silverlake recognition of Project services rev will pick up fromQ4 onwards. But the golden Goose of GIT is slayed. It stake is less than 5% now, and the accounting profits already captured in this quarter. There could be further loss or gain depending on … [Read more...]

Random thoughts: 3 M at work

We all know the 3 M of investing. My chapter as a student has closed. During this 17 weeks, I have been actively pursuing Method of the 3 M of my work. There is plenty of knowledge to be gain and it provide clarity. However, I realize yesterday I did not prepare for or thought the Mind will not be a problem. I am feeling super sianz and lazy. I did still spend the last day mugging and … [Read more...]

Random update on Silverlake axis

Recently, Silverlake axis has perform poorly in terms of price, especially as compared to iFast, which did better due to a few reasons: a) Positive outlook by management b) better results and 3) insider buying.   I realize the Cash Cow of Silverlake recently is having tough time.   GIT price has already halved (http://www.hupogu.com/S/SZ300465/view-post) and is planning a big acquisition … [Read more...]

Random thoughts: Stock selection and market timing – Part 2

This is a follow up to the previous post. It is here I will try to reconcile some tensions. 1) Market timing is possible. If u are waiting for value to emerge, you are timing the market. When value is low, u buy, and over-valued u sell. 2) But The over-valued get higher and the under-valued get lower. This type of market timing is impossible. U can't really exit near top or … [Read more...]

Random thoughts: Stock selection and market timing

Recently, my mum-in-law said she was afraid of Korea War, she asked me how. I told her if she is very worried, take some money off the market.   She asked me to take a look at her portfolio. Some of her counters were from donkey years, salted fish until cannot salt Liao. I ask her if she want to remove deadweight, she said ok.   She showed me her sgx statement for the past few months, the … [Read more...]

Random thoughts: Are u attracted to labels

Labels? What is the first thing that comes to your mind?   ----- Let me guess. Brands? Handbags etc. Labels refer to anything that can be classify under a name. Brand is a label premises on a PROMISE of quality and a particular experience. Concepts is a label too. Label makes communication easy. Say "fallen angel" in investment context and people understand. It's makes complex and … [Read more...]

A letter to myself 12 months down the Road

Writing a letter to myself 12 months down the road is an idea from SMOL. It is like a self-check that whatever new found vision or purpose in education I found during the last few months will not be like sun-tan I had wanted to write this letter at the end of the course, which is 4 weeks down the road. But decided to start writing to get my initial purist ideas as intact as possible. It is … [Read more...]

Random thoughts: Abundance and buffet

I believe my world is one of abundance, and the world in general can be of abundance too. However, abundance need a ingredient. It is thankfulness. Thankfulness is the lens we see things. There is plenty of randomness in this world, I happen to be a beneficiary in plenty of things, lucky if you like. Why do I say this? I know of 2 persons, of equal capabilities doing the same work. Of course, … [Read more...]

Random thoughts: Coporate Rats out there, We can be happy rats

This post is sparked by a post from Andy ( Tacoomb) but is in my mind for quite a while. In our pursuit of FIRE, let's not forget the "now". Of course, FIRE holds a lot of promise- doing charity, your own business, sleep till the sun hits your buttocks. It is a nice picture, and defintely a worthy pursuit. Full time giving back to society, sending your kids to school and picking them. What is … [Read more...]

Random thoughts: What does Financial achievement means to u?

I felt a sense of financial achievement recently.   In the bloggersphere of investors, once we start showing our portfolio, we inevitable start to compare, and it haunt me initially. I felt so small, just like my portfolio. LOL. That was in the past.   Recently, on my trip to Ringku Outlet in Osaka, I struggled to convince myself to get a branded wallet and bag for my wife and in-law. They … [Read more...]

Random thoughts: My thoughts of Japan’s schools

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This is a random thought series and is purely my perception. I have already visited 4 schools. One "highly-ranked"public school, 1 private school (both junior high and senior high) and one international school. Beside the private school, the facailties is really so-so, but the facilities at the private school is rather impressive. Indoor swimming pool, art gallery and etc. But what … [Read more...]

Coporate updates: Further liquidation of portfolio

Dear Readers, It is with great pleasure that over a short span of 3 months, Sillyinvestor inc has manage to have 2 counters that hit targets of gains of 32% and 39% respectively. The 2 counters are Yangzijiang and Venture. We are now 65% cash. Our company will not rush to deploy the cash. While the market is on a row, we decide to take risk off the table as we felt we might not be able to … [Read more...]

Random thoughts: using stop order to protect profits

Recently, I ask my broker for options in my interface for advance orders. I also pestered SMOL a lot since it is more complicated than I thought.   I did read up a bit before that. It is simple concept, but the interface isn't. Basically to protect profits, u sell at a price lower than current price but it will not be activated until the market hit your trigger price.   What I want to … [Read more...]

Random thoughts: Joy is both the fuel and fire for sustained learning

They say learning is to change.   I reflected on my learning journey. What are some of the things that I have been doing on a sustained basis, they are those related in my work and those related to investment.   The benchmark here is sustainability, not results. Not saying my teaching super solid or my investment skills power. But I am still trying out new ways of teaching despite all odds, … [Read more...]

Random thoughts: Buy New, buy used or just renew COE?

I had the weirdest experience. My friend recently Trade in his previous Toyota Altis for 30K (about same age as mine) and bought a new one. I thought: Wow, it's still worth so much. Assume Mine is worth 20K, it might be worth it to consider getting a new attrage (the cheapest Japanese saloon in market) I called the Mitsubishi showroom and ask for a quotation. I was quoted 8K for my Vios … [Read more...]

Lee metals: Still delivering

Dividends that is.   While NP profits fell compared to a year ago, dividends of 2 cents is 0.71 of EPS and 0.35 of FCF. No financially strain here,.   I recently increased my position. I felt 2017 will be a better year for Lee metals. I have holding this company since 2013, and has receive 8.5 cents. Before u poke, let me strip myself- I bought it at a av price 33 cents.   If we track BCA … [Read more...]

Random thoughts: The sense of urgency as a student

Time flies, as much as I enjoy my semi-retirement life as a student, (Stressfree at full pay, how cool is that?)it is almost at half way point. It is quite a hectic schedule, but stress-free, makes hell a lot of difference.   I felt an urgency to really read as much as possible, talk to people as much as possible and prepare as much as possible before I go back to school, because I am aware, … [Read more...]

Random thoughts: My biggest takeaway as a student

My mental model. Not the slogan shouting type of positive attitude etc. it's my understanding and analysis lens. I now see issues in 2 ways: the pendulum and the ice-berge. Pendulum It's easier to see the faults or weaknesses of current situation. But we sometime forget the trade-off when we swing the other side. Anything extreme is not good. But it is important to know where we … [Read more...]

FSL trust and signpost update

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FSL trust I used to own FSL trust and it has been on my radar since. Many things have happened, and I thought readers should know. 1) CEO left. He made no secret his unhappiness and the board did not mince words in explaining the reasons of letting him go. Apparently, there is some coporate issue and conflict of interest. The Ex-CEO is accused of pursuing his own interest over the … [Read more...]