Showing posts from April, 2023

Retail investors need a different valuation perspective

Case Notes 33. As a retail investor, you are a part-owner of a company. But you should look at the value of the company you invest through a different lens than the controlling shareholder. This is because you don’t control the assets or management.  

How often do you review the stock picking portfolio?

Fundamentals 20-6: This is the March 2023 review of the stock picking portfolio that was first established at the start of 2022. I will also share my views on how often you should review the portfolio.  

Is Crescendo a value trap?

Value Investing Case Study 42-1 :  A fundamental analysis of Crescendo to show that it is not a value trap. I also shared my rationale for continuing to hold onto this stock.