Investing For Value

Value Investing Case Study 12-2: In Part 1, the company analysis indicated that PHB Group is not a value trap. I will dig deeper in Part 2 to provide a more definitive answer to the question of whether PHB is a value trap or buying opportunity.  In Part 3, I will address the question that if you were limited to investing in only one of the 3 listed companies within the PHB Group, which would you select? 

Tips B  - Other Stock Exchanges. This is a quick guide to diversification concepts as well as case study companies listed in other countries (from a Malaysian perspective).  Look here if you want to see the infographics of Bursa Malaysia case study companies.  BTW I would like to clarify that the post is not about investment advice but rather teaching you how to invest. If you were enrolled in an educational institution to learn about investing, these would be your quick revisions notes.  Revision date:  7 April 2021.

Value Investing Case Study 12-1:  Parkson Holdings has 2 listed subsidiaries so that overall, we are looking at 3 listed stocks in 3 different countries.  Parts 1 and 2 will cover the analysis and valuation of the holding company.  In Part 3, I will address the question that if you were limited to investing in only one of the 3 listed companies, which would you select.

Investing tips 08:  This post is about the stock market  that has been collated from my Quora responses.  "It's not whether you're right or wrong that's important, but how much money you make when you're right and how much you lose when you're wrong."  George Soros

Value Investing Case Study 11-2:   In my Seeking Alpha article   “Boise Cascade: Overpriced And A Potential Value Trap” ,  I used the Jan 2020 Damodaran data for my valuation.  Damodaran’s Jan 2021 data is now available and I have used them in this post. The valuation results are different from those in the Seeking Alpha article. Refer to the valuation section of this post to see how I have handled this.  

Investing tips 07:  This post is about value investing concepts  that have been collated from my Quora responses.  “Investment is most intelligent when it is most businesslike.”  Ben Graham

Investing tips 06:  This post about stock returns is part of a series of investing advice that has been collated from my Quora responses.  “Superior investors make more money in good times than they give back in bad times.”  Howard Marks

Investing tips 05:   This post covers my responses on constructing and managing a stock portfolio that has been  collated from my Quora responses.  “The single greatest edge an investor can have is a long-term orientation.”  Seth Klarman