Investing For Value

Investing tips 04: I first published this post in Mac 2021 based on the investing advice that has been collated from my Quora responses.  It has now been updated to include specific answers to what are fundamental analysis, company analysis and valuation.  Revision date: 28 Jul 2021 “No wise pilot, no matter how great his talent and experience, fails to use his checklist.”  Charlie Munger

Value Investing Case Study 13-3.  The original version of this article was published as a guest post in Value Investing Journey under “ Should you invest in TPX - A relative fundamental analysis ”.  For that article, my relative valuation was based on the market price as of 24 May 2021. For this article, I have updated the relative valuation based on the market price as of 22 July 2021.   

Investing tips 07:  I originally published this article on 27 Mac 2021 as a collection of my Quora responses. I have since revised it to also cover what is value investing, how and why it works, and the skill required.  Revision date: 23 Jul 2021. “Investment is most intelligent when it is most businesslike.”  Ben Graham

Fundamentals 15: This article explores the factors to consider when deciding how much to invest in the stock market. It is linked to portfolio issues like how much you should set aside for stocks and how many stocks to hold. "Don't look for the needle in the haystack. Just buy the haystack!"  John Bogle

Value Investing Case Study 16-2: I first covered Worthington Industries in Jun 2021 in Seeking Alpha based on relative fundamental analysis. This post continues the company analysis and valuation along the lines of my normal approach.  

Case Notes 11. This article looks at the interest element in the loan moratorium under the Pemulih plans. It disputes the message that there is no interest on interest

Value Investing Case Study 03-4: My last analysis and valuation of UOA Ltd were published about a year ago based on the financials till FYE 2019.  This is an update incorporating the FYE 2020 results.

Value Investing Case Study 16-1: I first covered Worthington Industries in Jun 2021 in Seeking Alpha based on relative fundamental analysis. This post analyses the company following my normal approach.