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30-04-2019, 06:27 PM
hi ruzaini,
thanks for the informative post. I like to use specuvestor's asset/business/structure framework.
Value investing starts from the asset n work to the right (business n then asset). But over the years, i realized from OPMI standpoint n investing in asian markets, we should start from the right - ie. figure out the structure part before moving to the business n then asset.
Your points are mainly for asset n business. Just wondering if there is anything to share from structure standpoint?
thanks for the informative post. I like to use specuvestor's asset/business/structure framework.
Value investing starts from the asset n work to the right (business n then asset). But over the years, i realized from OPMI standpoint n investing in asian markets, we should start from the right - ie. figure out the structure part before moving to the business n then asset.
Your points are mainly for asset n business. Just wondering if there is anything to share from structure standpoint?