Author: The ThumbTack investor

TTI’s New, Puny Position – S i2i

March has been an absolutely crazy month for me thus far, work-wise. Probably cos it’s sandwiched between 2 holidays, and I’m paying for my travel sins. It’s almost the end of the month, and I have not had a weekday lunch in the whole of March. That’s really not very healthy. It’s screwing up my GI system, and I’ll probably see the consequences 2 decades from now. But it’s just 1 of those things. That’s life. I hope that by then, someone has figured out a way to grow a whole new GI tract with genetic engineering. On the investing...

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Grass Is Always Greener On The Other Side… + CDW Holdings FY16Q4, TTI’s Thoughts

I did say there’ll be the occasional travel pics. This has to be one of the most beautiful places I’ve been to. Plus my son had crazy fun here. It’s a lot colder than it looks though, and somehow as age progresses, my homeostatic system isn’t as good and I don’t do so well with cold anymore. This was towards the end of last year in Austria, not now. Path leading to the ice caves (that’s the opening in the mountain). Boy, glad I did this. Not sure if I’ve the stamina in a few years time. This other...

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The One That(Barely) Got Away From TTI – Kingboard Copper Foil

I feel almost too lazy to write about this. A couple of months, a reader brought up several investing ideas to my attention. The kingboard copper foil situation in particular, was interesting to me because it’s an arbitrage situation, and the investing thesis would thus be different from your typical undervaluation thesis. All details blocked out for privacy reasons, the said reader would like to remain anonymous. Check out the date: Sept 2016. Well that’s an important point, as you’d see later. So I have had… 5 months? or so to work on this. I did take a quick...

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BBR Holdings FY16 Results – The Good & The Bad

This is a continuation of my earlier posts on BBR Holdings, so I shan’t go into the basic stuff. This post should be a quick update. The company released it’s FY16Q4 results, and I’ve torn into it. Again, nothing too surprising in there, everything is within my projections. I have lightened my stake in the company a little this month, but that’s not because of the financials, but simply because of portfolio allocation reasons. It’s simply too large a proportion. And more importantly, I’ve been working on a new idea (brought to my attention by a reader some time...

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“I Sell Fried Chicken”

My previous post about my investor friend was super well received. So much so that I’m reluctant to even link it here anymore. I just dunno if he’d appreciate the sudden publicity. Anyway, I said I’d share about another highly successful individual that I know personally. Incidentally, I recently saw a Bloomberg report about him: https://www.bloomberg.com/news/articles/2017-02-01/barbecue-chicken-seller-turns-tycoon-with-a-2-500-stock-surge And now I’m kicking myself in the butt because I know this guy way way WAY before he started DoubleDragons Properties, and he even shared with me his vision for doing so. Yup, I missed a 2,500% return, despite having good information from the...

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LTC Corporation – FY17Q2 Results. Let’s Analyze…

LTC Corporation just released it’s FY17Q2 results today. Yes, yes, I know I’ve finished analyzing and am writing an update report on LTC… on Valentine’s Day. But I’m married with 2 kids so V-Day is just another day to me, without the fancy dinners and flowers. Just a quick dinner at home, exchange presents (I only paid for the present, didn’t even have to actually buy it…), and it’s back to work for me. I hate the crowds anyway. So LTC becomes my Valentine for tonight. In any case, I am really excited to analyze the earnings release. I’m...

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TTI’s Options Strategy – Results Thus Far In 2017

2017 has been kind to me thus far. Both my large positions in my recent investing ideas came out tops and their share prices exploded significantly. Dutech Holdings is up about 85% since I bought it a year+ ago. I wrote about the company in June 2016, and  most recently updated my thoughts in a comprehensive series. Dutech Holdings Investing Thesis Dutech Holdings – What’s Next? Realize $117k Profit, Hold Or Add More? (Part I) Massive FY16Q4 For Dutech Holdings – Digging Deep To Understand The Impact Of Metric Group Acquisition (Part II) Dutech Holdings – What Lies Ahead? Part...

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“Asia Enterprises Turns Around in FY2016” -Is That So?!

Seems like people are really interested in what my friends have to say. My last post (Lessons From A Super Investor – A Personal Friend Of TTI) became the most clicked on post here in the short span of 2 days. I said that probably out of the 1,000+ people who will read it, nobody would know who he is. But within the 1st day, 1,700+ people have read it and I get tons of queries about him on IN. Anyway, coincidentally, just yesterday, I saw that Bloomberg reported on yet another highly successful acquaintance of mine. I may...

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Lessons From A Super Investor – A Personal Friend Of TTI

Quick Poll: Don’t google this, but who here has heard of Mr Chua Soon Hock? Yup. I thought so. Nobody. Probably not a single one of the 1000+ or so people who will read this post, knows who this guy is. Not now anyway. He is a personal friend of TTI, and is the most low profile and under-rated super investor I know. (He doesn’t know me as TTI, and neither does he have any knowledge of this post at the time of writing this.) Track Record Before I start, of course I gotta justify what I mean by...

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TTI’s Thoughts (Jan 2017) + Sabana REIT & International Healthway Corporation

Here’s wishing all readers of SG TTI a fantastic CNY and a fruitful year ahead, both financially and in all your endeavors! I’m just back from a trip (again), and feeling as refreshed as ever. Check this out: This is a world heritage site: a massive crater that’s on top of a hill, that looks out to the vast sea. Simply marvelous. See if you can guess where it is. In the past several months, I’ve met up with some of my readers, some fellow bloggers, and many other investors. The people I’ve met literally spans across several age...

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Present From Hock Lian Seng – An Unintended Trade

“Trade”. That’s a word that you don’t commonly see on SG TTI. Since when am I in the business of trading?! But 2017 has started well for me. Mr Market is unusually generous. This is a company that I’m very familiar with, and I’ve previously wrote several posts about HLS, from accumulation, my thoughts, till my divestment and even post divestment. I’ve previously said I’ll continue monitoring the company and my view of HLS is still immensely favorable in the long run. Well, in early Jan, literally on the 1st trading day of the year, I took up a...

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Dutech Holdings – What Lies Ahead? Part III

This is a continuation of the earlier posts: Dutech Holdings – What’s Next? Realize $117k Profit, Hold Or Add More? (Part I) Massive FY16Q4 For Dutech Holdings – Digging Deep To Understand The Impact Of Metric Group Acquisition (Part II) In Part III, I will be sharing mainly on what are the happenings in the industry that would affect Dutech Holdings’ immediate – mid term prospects, as well as some of the potential risks/headwinds that the company may face. (Yes, every investment must be prospective. Only focusing on the good news and ignoring the potentially bad news, reminds me...

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Massive FY16Q4 For Dutech Holdings – Digging Deep To Understand The Impact Of Metric Group Acquisition (Part II)

This is a continuation of my previous post: Dutech Holdings – What’s Next? Realize $117k Profit, Hold Or Add More? (Part I) Which is in turn a continuation of my initial investing thesis written way back: Dutech Holdings Investing Thesis In this post, I’ll aim to project what goes into Dutech Holdings’ FY16Q4 results, as well as analyze in detail their most recent acquisition. Now, CIMB’s coverage of Dutech’s financials is pretty extensive, and although in my previous post I cross referenced their DCF with mine to illustrate some slight differences, in this and subsequent posts I won’t repeat what’s...

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Dutech Holdings – What’s Next? Realize $117k Profit, Hold Or Add More? (Part I)

Firstly, let me say Happy New Year and a BIG thank you to those who have recently subscribed to SG TTI. There was a sudden surge in subscriptions since my previous post (ThumbTack Investor’s Random Musings – Selling Property, Hand Foot Mouth Disease, Gold, New Blog Links, Advice For Beginners. Yes, It’s Random.) Thanks for supporting good deep value research and content. I promise to continue to share my work here as timely as I can. I’ve previously shared my investing thesis on Dutech Holdings: Dutech Holdings Investing Thesis In fact, I was actually a bit surprised that I’ve...

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TTI’s Multi Year Record Of Dividends

With the end of 2016, I can now update my long term record of dividends: 2012 23/5/2012 Asia Enterprise Holdings $945.00 11/6/2012 Wells Fargo $195.70 16/7/2012 Tesco $1,771.64 17/8/2012 Metro Holdings $6,000.00 22/8/2012 Boustead $1,800.00 12/12/2012 Boustead $2,000.00 28/12/2012 Tesco $1,799.93 $14,512.27 2013 20/5/2013 Apple $528.00 20/5/2013 Hock Lian Seng $1,800.00 28/5/2013 Sing Tao $1,257.46 24/6/2013 Flyke International $415.00 1/8/2013 Metro Holdings $8,000.00 20/9/2013 Sing Tao $1,515.00 20/11/2013 Lion Teck Chiang $1,300.00 12/12/2013 Boustead $1,039.60 $15,855.06 2014 19/02/2014 Hopewell Holdings $393.00 22/05/2014 Hock Lian Seng $10,610.00 10/6/2014 Lion Teck Chiang $2,376.00 18/7/2014 ICBC $14,034.00 12/08/2014 Metro Holdings $20,900.00 18/08/2014 King Wan...

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