Author: T.U.B Investing

Let’s Try Our Best!

Update: Due to 2 of my choices’ share price are less than 20 cents (1 of them being the unstated new Big Idea), they are not part of the stock list. Instead, I will substitute them with 2 other Big Ideas that seem to be on a downtrend. I had joined SGX Bull Charge Stock Challenge competition, which will start tomorrow. Image Taken From InvestingNote Although I have stated previously that I will just join for fun and doubt that I will win, but since I have registered, I decided that I should just try my best. But how...

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Update For My Readers

There is just not enough time for the roles that I am currently taking on – Blogger, Co-founder of Fundamental Scorecard and Investor/Fund Manager. Furthermore, I will also be working in a new fintech environment next month. With this change, I am trying to catch up on my reading to gain more knowledge in this new area. This is a new challenge for me and I am really looking forward to it. And… I will also be having a new collaboration soon! With limited resources (time), I seem to be too diversified – similar to my past portfolio. With...

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My Faith Has Paid Off

Today, I will like to talk about my holding in Quarterhill Inc. Before I continue on the main topic, I like to inform the readers that I will be joining the SGX Bull Charge Stock Challenge. Although I maybe putting my reputation on the line, and I will most probably lose as the tracking period is only 2.5 months, but I will just join for the fun of it. I will try my Big Ideas Theory Strategy with a slight tweak for this competition. In view of this, I will probably reveal some of my Big Ideas. Stay tuned! Image...

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Updates To Big Idea 3

After my update to Big Idea 2, I decided to also do an update on Big Idea 3 after re-reading its annual report. Big Idea 3’s Chairman always give a very insightful context in his Chairman’s Statement. Last year, he initiated a cautious approach, but the results turn out to be very different – which is great. Because this shows that the management is not aggressive and have a plan for the future. In fact their numbers tie in with their execution – showing successful integration of the strategy in the business. This year, here are some extract from...

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Updates To Big Idea 2

Recently I spoken to this acquaintance that was quite knowledgeable on the Australia side of things. I always wonder why Big Idea 2 has a significant exposure in Australia. Thus, this gave me an opportunity to ask more about the property market in Australia and especially those projects relating to Big Idea 2. Picture taken from britannica.com Below are the information I remembered. Do note that I did not verify all the information and these are just pieces of our conversation. 1. The Australia Government made it hard to purchase properties in the country (read article). 2. Australians are not...

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Categorising My Big Ideas Investing Theory

I have read a few articles on Charlie Munger recently. The articles explains how he influence Warren Buffett from investing in “good business at wonderful prices” with a more activist mindset to buying “wonderful business at good prices”. I felt similarities in the stories from the way how Simple Investor SG had influenced me to how I invest lately. Previously I have always been a more “value-oriented” investor, but even since we started Fundamental Scorecard website together, I have been looking at his Full Analysis scorecard (which includes the recent Moat scoring). Then a few months ago, I started...

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From “Not-So-Big idea” To Big Idea 9

My initial draft did not conclude this purchase as another Big Idea. But after completing the draft, I decided that this investment is a Big Idea. I will not be hiding the identity for this company because, at this point in time, I will have already revealed the company name on my Facebook Post. Big Idea 9 became the talk of the town once the cooling measures were announced by the authorities, and within the same period, a bigger rival got listed. This was evidenced from my research as well. There were so many articles written by analyst and...

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Big Idea 8

Although I have revealed my portfolio and the remaining of my Big Ideas recently, but I have been wanting to writing about this company that I purchase since June 2018 – my Big Idea 8. I had previously stated I will reveal the company on my Facebook Page post upon reaching 20 likes for that post. It hit 68 likes in almost 3 hours. I was flattered. Despite the short vested period, I have actually known this company since I started practicing value investing. In fact, I will say this company was initially made famous by Bigfatpurse (Currently known...

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My 15% Portfolio – Changes After 2 Quarters

It is the time to review “My 15% Portfolio”. The previous review in the 1st quarter can be read here. However, do note that despite aiming for a 15% gain this year, the market has not been kind to me. The current change in my portfolio is VERY FAR from it and it will be revealed later on. Do note that this portfolio was inherited from the portfolio at end of 2017 and their respective share price was restarted on 26 Dec 2017. Thus, any gain or losses was just based on the price changes over the last 6...

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All Other Big Ideas

Before I start introducing my other big ideas, I like to first say thank you to SGX for inviting me to their Mid-Year appreciation dinner. It was really an honor to be there with many other established bloggers. During dinner, they introduce that SGX Gateway will be quite interesting in the 2nd half of the year. Lets’ look forward to it! Furthermore, I also like to thanks my readers who had liked my Facebook Page. It has now reached more than 1,000 likes! Really Appreciated! Now back to the main topic…  It is time to introduce my other big...

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I Am A Financial Blogger

This is another short post and it is more of a personal matter/opinion.   Nowadays, if people contact me on LinkedIn or if I went for a chat on a new role, I am very upfront in telling them that “I am a financial blogger and I will like to continue writing”.   However, I realised this has become a deterrence for me to proceed further with the chat or with the people who contacted me on LinkedIn.   I can sort of understand why people prefer not to hire bloggers – Because they do not know what we...

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How Do We Measure A "Moat"?

I believe many of you, similar to me, have your minds on World Cup and your portfolio have taken a back seat. After all, with the trade tariffs news (US and Europe, US and China, US and Canada), Fed rate hikes, and ECB to phase out QE at the end of the year, I have major doubts the share prices will rise back next week. STI have also fallen from 3,385.71, as of 26 Dec 2017, to 3,356.73 as of 15 Jun 2018. This is the first time in 6 months that STI have fallen below the 26 Dec...

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A Short Short Post

This week, I just have some thoughts. It wasn’t a good feeling when I stared at my portfolio that has been in red since many months ago. I am still fine with the red portfolio – down about 4.3%. However after Trump’s recent G7 summit’s chaos, I really start to believe we are in a bit of a s*** for at least till end of the year. In addition, now that we have a world cup coming and more interest rate hike. I believe the volatility will be significant. Or probably a redder portfolio in the next few months....

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Big Idea 4

I bought a new company and announced it on my Facebook Page recently. The overwhelming likes made me revealed the company at that time. Thus, there was a dilemma in me whether I should announced why I bought that company or talked about the other company which I had re-invested in Jan 2018? I decided that the latter – The company that I had re-invested in Jan-2018 – will be Big Idea 4. I have written quite a lot about this company and invested in it slightly before April 2016. I sold the last of their shares in Dec...

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Thank You SGX For Inviting Me!

Firstly, I like to say my thanks again to SGX for inviting me to be one of the panel speakers along with so many other gurus! It was a great talk and I learnt a lot from the other speakers as well! I hope my answers for the many questions have been satisfactory to the participants as well! As I look at the pigeonhole website (participants were able to post questions on this website), I realised there is 1 particular question relating to my scorecard method. Therefore, I think I should provide an answer to the question. Hopefully the...

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