Readers should be well acquainted with our preference for boring companies with net cash positions and resilient cash-generative businesses. China Sunsine is as boring (and investable) as companies get. [Estimated reading time: 4 mins]
Category: Stocks
Three years of value investing: a review
In 2018, after over a year of reading books and articles on value investing, I thought I was ready to tackle the deceptively easy craft of stock-picking. How wrong I was. This article gives a quarter-by-quarter performance review of my value investing activities since 2018 and shares some of my personal reflections. [Estimated reading time: 9 mins]
Centurion Corporation Limited: June 2021
Centurion (SGX: OU8) operates in the purpose-built workers accommodation and purpose-built student accommodation segments, both of which have been hit hard by Covid-19. But cash flows remain acceptable I am optimistic for this business. [Estimated reading time: 4 mins]
How important are dividends?
Dividends are quite a holy grail in investing in Singapore. But how much should dividend yields influence our investment decisions? In this article, we present a discussion of some points relating to the role of dividends in value investing. [Estimated reading time: 8 mins]
How to start a modest value investing portfolio (with just S$5k)
If you are enthralled by the idea of “buying dollar bills for forty cents” and cannot wait to get started, this article is for you. We give a step-by-step guide to starting your own value investing portfolio with a relatively small initial investment. [Estimated reading time: 5 mins]
Tat Seng Packing Group Ltd: May 2021
Despite making over 50% return on my initial investment in Tat Seng (SGX: T12) 2 years ago, I still think this is a wonderful company with much more potential ahead. [Estimated reading time: 7 mins]
AEM Holdings Ltd: May 2021
AEM (SGX: AWX) is a semiconductor and electronics test solutions provider. Recently, the share price has been dropping and I found this to be a good opportunity to increase my holdings of AEM shares. Read this article to find out why. [Estimated reading time: 7 mins]
Intrinsic value of a business
Value investing is all about buying shares of businesses at steep discounts to intrinsic value. But how does one go about calculating intrinsic value? We share our opinions about valuation in this article. [Estimated reading time: 10 mins]
What is value investing?
The term ‘value investing’ has long been associated with legendary investors such as Warren Buffett, Peter Lynch, Seth Klarman, and Joel Greenblatt. But what exactly does value investing entail? Warren Buffett described value investing as “buying dollar bills for forty cents”. Read on to find out what this means.
Index funds part 4: How to invest in index funds
In this article, we introduce two different ways to invest in index funds – manually through a broker and by starting a regular savings plan. [Estimated reading time: 4 mins]
SG Squirrel 