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How to Assess Competence and Honesty at Family-Owned Companies in Asia
15-09-2013, 12:45 PM. (This post was last modified: 15-09-2013, 12:48 PM by cyclone.)
Post: #11
RE: How to Assess Competence and Honesty at Family-Owned Companies in Asia
(15-09-2013, 01:11 AM)karlmarx Wrote: A really informative video. Any more of these? Wink

There are two more video clips by Mr Yeo.

Why Yeo Seng Chong Favors Family-Owned Companies in Asia


Sun Hing Vision (Hong Kong: 125): Case Study on Family-Owned Companies in Asia


Source : http://www.beyondproxy.com/tag/yeo-seng-chong/
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15-09-2013, 01:53 PM.
Post: #12
RE: How to Assess Competence and Honesty at Family-Owned Companies in Asia
(15-09-2013, 11:33 AM)cyclone Wrote:
(15-09-2013, 11:12 AM)yeokiwi Wrote: Spot Mr Yeo's book collection...

The Intelligent Investor.
Security Analysis x2
The value Imperative (found this in www.betterworldbooks.com.. bought one at US$10.53.. still left one more )
Competing on analytics

On the top deck :
- Competitive Strategy: Techniques for Analyzing Industries and Competitors ??
- You Can Be a Stock Market Genius
- Common Stocks and Uncommon Profit
- The Essays of Warren Buffet
- Value Investing : From Graham to Buffett and Beyond
- Competing on Analytics
- Beating the Street
- One Up On Wall Street
- The Value Imperative
The other 4 books are too blurred to spot on.

On the bottom deck :
- The first one. What book is it ??
- 2x Intelligent Investor
- 2x Security Analysis

From the colour of the book cover, it could be,

The Wealth of Nations: The Economics Classic - A selected edition for the contemporary reader (Capstone Classics) [Abridged] [Hardcover]


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15-09-2013, 02:00 PM. (This post was last modified: 15-09-2013, 02:26 PM by CityFarmer.)
Post: #13
RE: How to Assess Competence and Honesty at Family-Owned Companies in Asia
Mr. Yeo and the interviewer will surprise that the viewers have more interest on the bookshelf behind than the interview content...Big Grin

Thanks for sharing, Mr. cyclone
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15-09-2013, 02:04 PM.
Post: #14
RE: How to Assess Competence and Honesty at Family-Owned Companies in Asia
The Power of Community : How Mr Yeo's Book Collection Revealed. Thank you all.
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15-09-2013, 04:43 PM. (This post was last modified: 15-09-2013, 04:46 PM by rogerwilco.)
Post: #15
RE: How to Assess Competence and Honesty at Family-Owned Companies in Asia
similar to Sir John Templeton, Mr Yeo is very commendable in generating market beating returns while restraining from investing in 'sin' stocks (gaming, alcohol, tobacco, etc).

BTW Aggregate Asset Management, the fund management firm where Teh Hooi Ling recently joined, was formed by Yeoman alums

Thank you for sharing Cyclone!

P.S: found the following Mr Yeo's interview transcript on Yeoman's website. The interviewer is Teh Hooi Ling

http://www.yeomancap.com/images/pulses.pdf

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20-09-2013, 12:12 AM.
Post: #16
RE: How to Assess Competence and Honesty at Family-Owned Companies in Asia
very informative indeed. Thanks for sharing.

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30-09-2013, 06:53 PM.
Post: #17
RE: How to Assess Competence and Honesty at Family-Owned Companies in Asia
What are some of the companies that can fit the criteria? Good sound, honest, competent management, regular dividend payouts, etc. I can think of only OKP Holdings so far. Any others?

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