Posts

Should you rush to buy a house anticipating high inflation?

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Case Notes 24. This post takes the contrarian view that you  should not rush into buying a house despite the expected high inflation environment.   

Is Opensys an investment opportunity?

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Value Investing Case Study 28-1: A fundamental analysis of Opensys, a Bursa Malaysia IT services company.

KFima – my investment plan

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Value Investing Case Study 14-3: I last covered KFima in the middle of 2021. In addition to an update, I share in this post what I plan to do with my investment in this company.  

Parkson Holdings - how to handle a price decline

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Value Investing Case Study 12-4: A review of my holdings in Parkson Holding. I also share my framework for determining what to do in cases where the price had declined substantially.  

Investing in a high inflation environment

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Case Notes 23. Using US and Bursa Malaysian companies as examples, this post looks at the issues to consider when investing in a high inflation environment.