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Showing posts from July, 2022

The stock picking portfolio has lost money – do not panic.

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Fundamentals 20-3:   I established a stock picking 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.  

Is NVR Inc one of the better NYSE stocks?

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

Is Poh Kong a proxy for gold?

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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.