Investing For Value

Value Investing Case Study 31-1: I started to invest in NAIM in 2017 as a turnaround candidate. In this article, I share my plans for this stock based on a fundamental analysis of the Group.

Tips C  - This post summarizes the value investing insights extracted from my book “Do you really want to master value investing”. They are infographic-based with insights starting from Chapter 1 of the book. I plan to publish 7 infographics every couple of weeks until I complete the whole book. Revision date: 7 Aug 2022  

Case Notes 25. Traders generally rely on price action to identify stocks to trade. The article makes the case that fundamental analysis can be a useful tool in the traders’ toolkits.   

Fundamentals 23:   I established a stock portfolio at the start of 2022. While the Mac 2022 review showed that it made money, this end of Jun review indicated a loss. My advice is to continue to hold as the intrinsic values are still intact.  

Value Investing Case Study 30-1: An updated fundamental analysis of NVR, a NYSE home builder, based on the first quarter of 2022 financials.

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 revision notes.  Revision date:  10 Jul 2022.

Tips A - Bursa Malaysia.  This post was first titled "How to cut down your investing time, look here".  It was then changed to "Are these outstanding Bursa stock tips - what to buy?".  I have now split the original post into 2 - one covering Bursa Malaysia companies and another new post for companies listed in other stock exchanges.  This post is a quick guide to all the investing concepts and Bursa Malaysian case study companies in the blog.  Look here if you want to refer to infographics of case study companies listed on other stock exchanges.  BTW the blog 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 revision notes.   Revision date:  10 Jul 2022

Value Investing Case Study 29-1: A look at my investment in Poh Kong to decide whether to exit now or to keep it as a gold proxy.

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

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

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.  

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.  

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. 

Value Investing Case Study 11-3: This is an update of Boise Cascade taking into account the Q1 2022 results. The focus is on valuation. Different assumptions lead to different conclusions. The challenge is deciding on a realistic picture.  

Value Investing Case Study 16-3. I last covered Worthington Industries in July 2021. This is an updated analysis incorporating the Q3 2022 results. Note that the FYE is May.

Case Notes 22. This post compiles the base rates for the Bursa Malaysia ICT services and software companies. I have also identified a potential company for further investigation.

Value Investing Case Study 27-1. This is a different approach from the other companies that I have analyzed. It is a combination of fundamental analysis of HTPadu and my investment history in the company. 

Fundamentals 22: In Jan 2022, I constructed a stock portfolio that is to be reviewed and updated based on "live" data. The goal is to illustrate how to manage a stock portfolio.  This is the first quarterly review of the said portfolio. 

Value Investing Case Study 10-3. I initially covered Wing Tai in Mac 2021 based on the Annual Reports till FYE June 2020. This post is an update taking into account the Annual Report for FYE June 2021.

Value Investing Case Study 26-1. I had identified Lohakit Metal as a potential candidate in my Feb 2022 article on the Thai steel sector.  This is my investment thesis on Lohakit Metal.  

Fundamentals 21: There is an analogy between valuing a house and valuing a company. This article looks at the nuances when valuing property companies through such a lens.  

Value Investing Case Study 25-1. I had identified LIIHEN as a potential candidate in my Dec 2021 article on the Malaysian furniture sector.  This is my investment thesis on LIIHEN.

Value Investing Case Study 09-3. I initially covered New Toyo on Feb 2021 based on the Annual Reports till 2019. This post is an update incorporating the FYE 2020 results.

Investing tips 06:  This post about stock returns is part of a series of investing advice that has been collated from my Quora responses. I have updated it with some stock returns concepts. Revision date: 6 March 2022. “Superior investors make more money in good times than they give back in bad times.”  Howard Marks

Case Notes 21. This post compiles the based rates for the steel and metal sector in Thailand. I have also identified some potential steel companies under SET for further investigation.  

Case Notes 20.  This article looked at the various ways to identify a property cycle. In the context of investing in Bursa Malaysia property companies, the Housing Price Index is the best metric to use for identifying the Malaysian property cycle.   

Case Notes 19.  This article looked at the Bursa Malaysia construction companies and identified the better companies for further investigation. It also compiled the base rates for the construction sector.  

Value Investing Case Study 07-3. I first covered Dayang in Dec 2020. That analysis was based on the Annual Reports till 2019. This post is an update incorporating the FYE 2020 results and the LTM results for 2021.

Fundamentals 20: You are unlikely to invest in only one stock. Rather you would probably invest in several stocks. Essentially this is your stock portfolio. This article is a case study on how to construct such a stock portfolio.  

Value Investing Case Study 24-1. A fundamental analysis of one of Bursa Malaysia furniture companies. This company was screened based on my earlier post on the Malaysian furniture sector. 

Value Investing Case Study 23-1. I first covered MDC Holdings for Seeking Alpha* in Nov 2021 based on the financial results till Sep 2021. This post provides some of the background analysis for the article. 

Value Investing Case Study 22-1. I first covered Zeus in Oct 2021 in Seeking Alpha based on the financial results till Jun 2021. The company has since released its Q3 2021 results. This post is an update incorporating the latest financials.