Showing posts from June, 2022

Should you rush to buy a house anticipating high inflation?

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?

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

KFima – my investment plan

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

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.