Author: T.U.B Investing

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 each additional role,...

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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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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 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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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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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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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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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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