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Poll: It's never too late to begin....
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A journey of thousand miles begins with a single step 千里之行,始于足下。
03-11-2017, 07:29 AM,
Post: #271
Private Messages
The following was received but unfortunately, valuebuddies private messages was disabled and hence I'm not able to reply.
Code:
Good Evening,

Hi could you share , given your wealth of experience where exactly can i meet such people ,
that i may easily have access to( ex : not like investment clubs in unis)
Also , do you follow a set of certain guidelines to assess the companies before value investing ?
If you do analysis reports on companies before buying them ,
could I please have a copy of your reports to learn from ?
How did you start out looking through companies when just starting out investing ?
If i am not an expert in a certain industry how do i make a conclusion on the feasibility of the growth drivers ?

Thank you.

A desire changes nothing;
A decision changes something;
But a determination changes everything!



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05-11-2017, 01:28 PM, (This post was last modified: 11-11-2017, 07:16 PM by chialc88.)
Post: #272
Rainbow  How I started my first stock purchase
[Image: good.png]Good morning, valuebuddies.
Wake up to another beautiful days.
Hope that you will enjoy a bliss and peaceful day ahead.


I read Ivan Loh's "Profit from Stock tips" - 100 Tips for sensible stock investing
and my notes is as follows:

Page 58
TIP 47: Company's taking on some other type of businesses 
Think Micro Mechanics acquisition of US CMA biz few years ago.

  1. Does this new venture have any relation to current biz or totally new area?
  2. If new area, why is the company shifting away from it's core competency?
  3. How can this new venture contribute to the current biz?
  4. Does this allow the company to expand and grow? 
  5. Does the new product/services have consistent demand?
  6. Does it ease the cyclical or seasonality of existing biz?




  1. Does the company have the resources to sustain the new venture?
  2. Do they have the right people to manage this new biz?
  3. Could it become a thorny and weighty undertaking?


pg 72 TIP 59 Lucky you. How Pareto Principle affects your results
link

Remember: despite having done all the analysis, your stock does not fly;
simply understand that the 20% of Pareto Principle is creating the effect.

pg 74 TIP 60 Three important words
Pick 3 words that you think is most important in investing:
  • Competitive Advantage
  • Warren Buffett
  • Net profit/income
  • Stock price
  • Debt level
  • Cash flow
  • Cheap
  • Analyst reports
  • Earnings per share
  • Price to book
  • Broker's advice
  • Price to earnings
  • Potential growth
  • Tips from friends
  • Return on equity
  • Company's products
  • Chairman's statement
  • Feels good
  • Stock price chart trend
  • Nature of business
  • Timing the market
  • Your core competence
  • Bull market
  • Margin of safety
  • Dividend yield
Code:
Most likely you will seek the numbers first (most people choice).
Your first concern is to get a valuation of the stocks.

pg109 TIP 84: Start of a Million begins with a dollar. Start investing early

pg 138 has 2 tips which touch my heart
TIP 99: Have "fun" investing to grow your wealth
Only having "fun" that one can continue pushing forward when we make mistake.
My heart pain when many people give up on learning how to invest when they loss $$$.
The "fun" from learning from mistakes is what prevents you from repeating your mistakes
and helps you continue to grow your wealth.

TIP 100: Keeping it simple and sensible
If you hear a tips.
You did some research.
If it make sense to you, then you must take actions.

If it's too complex or does not make sense,
then just forget about it.

You do not have to accept everything that is interesting, new or hot.
All you need to do is to invest wisely by keeping it simple and sensible.

You don't need to be an expert in order to achieve satisfactory investment returns.
But if you aren't, you must recognize your limitations
... Keeping things simple and don't swing for the fences.
   - WB


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07-11-2017, 12:06 AM, (This post was last modified: 01-12-2017, 11:11 PM by chialc88. Edit Reason: google drive picture fixed? )
Post: #273
Rainbow  My first 10 baggers...




Good morning, valuebuddies.
Another beautiful day started with bird chirping and colorful flower blooming.

Ivan Loh's book is "Profit! from Mistakes".
My notes as follows:

pg 47 - Walter Schloss
          "first, understand your strengths and weaknesses,
               and then devise a simple strategy so that you can sleep at night!"


pg 18 - follow the guru (see extract below)

pg 23 - circle of competence

pg 26 - have a clear mind; 
          "am I going to lose my entire life savings by taking this action"

pg 40 - stay alert;
          "aware of the dangers so that you'll never go there"

pg 43 - Charlie Munger
          "never fool yourself, and remember that you are the easiest person to fool"

pg 94 - Itchy finger syndrome
Code:
Just add one of my experience.
I learn from oldman.
To solve the itchy finger syndrome.
Set aside a pool of Tikam $$$.
When you know that you're speculating (aka not investing),
use the Tikam $$$ to hoot.
Win? ride the wave.
Loss? cut loss and never pyramid down.
It works for me during the boring stock accumulation phase.


#1 Mistake, following the guru:
When one senior shared with me on the possibilities of a turnaround for Chartered.
According to his analysis, if the recovery continued,
the stock price would worth a lot more than $2.
For  a few consecutive weeks, he would assure me with his analogy and "research".
And so without any hesitation and research on my own,
I brought into Chartered stock.

I even asked one of my friends to do likewise.
Well, you probably would have guess it,
the price started coming down not too long after that
and continued to trend downwards.
Eventually, my friend and I had to sell the stock at a deep loss.

#2 Stay focus, stay within your circle of competence
Knowing your Circle of competence will assist to create awareness before you invest.
How many times have you bought something or invested into a stock but only to regret later?
"What an investor needs is the ability to correctly evaluate selected businesses.
Note that word "selected". 
You don't have to be an expert on every company.
You only need to be able to evaluate companies within your circle of competence.
The size of that circle is not very important; 
knowing its boundaries, however, is vital"
- WB letter @ 28 Feb 1997

Code:
I started my job in largest European IT company.
Then, to the largest US IT company
and then largest Asia IT company.

What's my circle of competence?
[Image: uc?id=14aU5Jz_oQ2GhFXvMrU4dF_vNT6nO-SZe]
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09-11-2017, 10:50 PM,
Post: #274
Rainbow  机会到了!The opportunity has arrived! Kesempatan telah tiba! வாய்ப்பு கிடைத்தது!
[Image: sean-seah-team.jpg]
Sean Seah Financial Joy 
- Achieving Financial Freedom Faster and Happier.

Imagine that a good friend of yours meets up with you one weekend.
She has brought along a gentleman who is sourcing for a few partners to invest into his business,
so that he can expand overseas.

He is asking for $20,000 in return for a share in his business, 
and your friend had already taken part in it.

What will you do if you have $20,000 in your financial freedom account,
which you would like to grow but have not started investing yet?
Te opportunity has arrived:

Will you:
  1. Reject the offer immediately, and put your money somewhere safer?
  2. Invest, since your friend has already invested and you trust her?
  3. Ask questions about the investment, do your due diligence, then decide after that?
LoveFool:


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11-11-2017, 07:14 PM,
Post: #275
Rainbow  Protect yourself & Profit from the coming stock market crash - AK
[Image: Success-Stories.jpg?resize=1170%2C390]


Is there going to be a stock market crash?
Can we predict when the stock market will crash?
Can we protect our portfolio & profit from the crash? 
- AK




What do you think after watching the video?
What are you going to do?
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