Investing For Value

Fundamentals 05:  Basics on how to allocate your net worth to several asset classes from a value investor's perspective. The article was first published on 29 Nov 2020.  I have since updated it so that there is a clear “how-to” section as part of section 1.  Revision date: 14 Feb 2021 "You should have a strategic asset allocation mix that assumes that you don't know what the future is going to hold."  Ray Dalio  

Value Investing Case Study 06-2:  This 2-parter is on the fundamental analysis and valuation of White Horse Berhad.  Part 2 here focuses on valuation and risks.

Fundamentals 02: A framework for analyzing and valuing companies.   This post was originally published on 28 May as "The Basics of Valuing A Company".  This has been updated to include among others special situations in valuation.     Note that there is a PowerPoint presentation of this article on SlideShare under " Baby steps in valuation " .   Revision date: 15 Nov 2020 "Price is what you pay, value is what you get" Warren Buffett

Value Investing Case Study 06-1:  This 2-parter is on the fundamental analysis and valuation of White Horse Berhad.  Part 1 here focuses on the company analysis

Case Notes 05:  This article is about using website performance as a proxy in assessing the extent to which Malaysian property developers have embraced digital marketing.