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8I Holdings Limited (ASX:8IH)
18-08-2017, 02:49 PM,
Post: #21
RE: 8I Holdings Limited (ASX:8IH)
(12-08-2017, 03:01 PM)weijian Wrote:
(13-07-2017, 03:39 PM)Debronic Wrote: Have looked at their business, corporate actions, management track record and what they preach and practise on "value investing" before in some details. At one point, it bafflingly was trading at 10x NAV on very low volume. Nothing much to add other than that I concur with what the couple of articles below say:

https://investingisbusiness.wordpress.co...size-gain/

http://www.fool.com.au/2015/04/27/could-...h-9-cents/

Btw, the blog has more than one entry which could be of interest.

Could VB have been the source of the author's anguish?

https://investingisbusiness.wordpress.co...ome-posts/

Anyone who is interested could click onto the 8/8 post again and read the comment section.

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18-08-2017, 04:32 PM,
Post: #22
RE: 8I Holdings Limited (ASX:8IH)
(18-08-2017, 02:49 PM)weijian Wrote:
(12-08-2017, 03:01 PM)weijian Wrote:
(13-07-2017, 03:39 PM)Debronic Wrote: Have looked at their business, corporate actions, management track record and what they preach and practise on "value investing" before in some details. At one point, it bafflingly was trading at 10x NAV on very low volume. Nothing much to add other than that I concur with what the couple of articles below say:

https://investingisbusiness.wordpress.co...size-gain/

http://www.fool.com.au/2015/04/27/could-...h-9-cents/

Btw, the blog has more than one entry which could be of interest.

Could VB have been the source of the author's anguish?

https://investingisbusiness.wordpress.co...ome-posts/

Anyone who is interested could click onto the 8/8 post again and read the comment section.

What do you mean 8/8? Catch no ball. (sorry)

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18-08-2017, 04:58 PM,
Post: #23
RE: 8I Holdings Limited (ASX:8IH)
I think he meant 8 August. Anyway, you can just click the link. Seems like the CEO of 8I called the blogger directly (still curious how he got his phone no. in the first place) "mentioning other parties misuing my posts, possible libel suit against them, etc." That's why he took down the posts. 

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18-08-2017, 05:14 PM,
Post: #24
RE: 8I Holdings Limited (ASX:8IH)
(18-08-2017, 04:58 PM)Debronic Wrote: I think he meant 8 August. Anyway, you can just click the link. Seems like the CEO of 8I called the blogger directly (still curious how he got his phone no. in the first place) "mentioning other parties misuing my posts, possible libel suit against them, etc." That's why he took down the posts. 

Thanks.  Shy

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18-08-2017, 05:19 PM,
Post: #25
RE: 8I Holdings Limited (ASX:8IH)
If referring to those comments in the blog, they's been taken down already.

So nothing to read for now, except that the blogger mentioned he already removed them.

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18-08-2017, 05:35 PM,
Post: #26
RE: 8I Holdings Limited (ASX:8IH)
After reading all the posts on this thread, and then the posts and comments from the blog that is shared on this thread, it is clear that such a business model is highly risky.

If 8I can help its investors make money, great. If not, then its reputation will be negatively affected. When it does, nobody will want to attend its courses; which is also the source of clients for its 'private equity' business. Once they get a group of dissatisfied clients who make their opinions heard (loudly), potential clients will become highly suspicious. Then they won't have anyone to offload their private equity shares to. An impairment on security assets may then follow.

So 8I's ability to operate as a going concern largely rests on its investment ability.

Potential attendees of VIC and prospective investors of 8I should do extra research on what they are getting themselves into.

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18-08-2017, 05:37 PM,
Post: #27
RE: 8I Holdings Limited (ASX:8IH)
(18-08-2017, 05:19 PM)hh488 Wrote: If referring to those comments in the blog, they's been taken down already.  

So nothing to read for now, except that the blogger mentioned he already removed them.

There is one new comment (17Aug2017) provides a good insight.  Idea

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19-08-2017, 12:38 PM, (This post was last modified: 19-08-2017, 12:41 PM by CY09. Edit Reason: edits )
Post: #28
RE: 8I Holdings Limited (ASX:8IH)
Basicaly 8i holdings has two main business segments - i) its education program which seeks to impart knowledge on value investing and ii) a fund mgmt company which invests in private/public listed stocks (similar to Hotung Investments)

The education business seems to be doing well turning in a GPM of approx 30% with profits in the region of s$3 mil. While there is mention of a proposed listing on the SGX, I will like to see if it will materialize. Competition among education providers in Singapore is actually pretty intense due to a small pool of people demanding for it. We have bigfatpurse and many other firms which are in this product line.

The other segment of its business the fund management doesn't seem to be as strong as the education segment. However, it forms the significant portion of 8i Holding's assets but seems to be a black box. It is unlikely 8i holdings will announce dividends from its fund mgmt unit because it claims to follows the teachings of Berkshire's founders. So for potential investors, you need to believe that your money will grow in the hands of these predominately talented NTU graduates. Yup, if you notice most of the key individuals possess have links to NTU business school; pure coincidence its really up to investors to decide.

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19-08-2017, 02:45 PM,
Post: #29
RE: 8I Holdings Limited (ASX:8IH)
If education business is purely conducting courses and impacting knowledge, its easy to understand. From what i understand, it goes more than that. Pushing membership sales (this is not cheap!) that somehow when their private equity biz goes IPO, they have a first mover advantage..something like pre-ipo investors. I am not sure if this is viable and sustainable in the long run. Public equity segment is pretty straight forward. They go for companies that are undervalue, the hidden champions as they call it. IMO, the private equity and education segments are the ones that can be more transparent.

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