ABOUT

Do you know how to win the Loser's Game?

If you are a retail investor, you make money at the expense of another.  You need an edge to be the winner in the stock market. This is where value investing comes in. 

But to be a successful value investor, you need to know more than just the concepts. You need to see the concepts in action. This what this blog is all about.

I am confident that if you follow this blog, you will be able to achieve what all stock market investors dream off:

• TO MAKE MONEY.

• TO ACHIEVE HIGHER RETURNS WITH LOWER RISKS;

I am a self-taught value investor and I had to spend considerable time running through tons of articles to find the relevant learning materials. 

I hoped that the various articles and case studies in the blog can help the readers cut short the search process and be a useful resource for those who want to learn about value investing. 

The blog will focus on 2 issues that challenged many retail value investors:

• How to analyze and value companies.

• How to identify and mitigate risks from a permanent loss of capital perspective,

I will share with you my approaches. They have evolved based on my experience in running companies as well as my Board experience. I hope to illustrate them through the various articles and case studies.  

You will be surprised to find that they are simple and practical and can be easily picked up by any layman. You don't need to be an investment banker to be a successful value investor.

The focus of the blog is on in-depth business analysis and valuation of listed companies.  The idea is to learn investing through "real-life" case studies.

While I may make comments about a particular stock as a buying opportunity, they are not about current situations.  As such, they are not meant to be taken as investment advice. 

Navigating the Blog

1) The home page highlights the latest 5 posts. To go to the post, click on the "READ MORE" button of the chosen post.  If you want to see the next 5 posts in chronological order, click on "MORE POSTS" at the bottom of the last article on the landing page.

2) Just above the first post on the home page, you will find 4 buttons:

• Home - this will take you to the home page.

• Subscribe - this will bring you to the subscription Form. Certain pages in the blog are restricted to subscribers and are password protected. You will have to subscribe to get the password.

• e-Book - this will bring you to the page that describes the author's value investing book titled "Do you really want to master value investing?"

• About - a brief description of the blog.

3) On the top left-hand of the home page you can see 3 horizonal lines. If you click on this, it will brink you to the following links:

• Labels - you can jump to all articles under the relevant label.

• Archives - a shortcut to all the articles in descending chronology.

• About - a brief description of the blog.

• Foundations in Value Investing - links to all the concepts.

• Index of Companies Analysed - list of case studies.

• Pointers and Tips - list of Pointers and Tips

• In the News - links to all the re-purposed articles published in other portals.

• About the Author.

• Important Disclaimer & Disclosure!

• Privacy Policy - terms regarding the collection/processing of your personal data.

• Seeking Alpha - links to my exclusive investment articles on Seeking Alpha

• Do you really want to master value investing - the author's value investing book.

• The top 3 all time popular posts

4) The search button is located on the top right-hand corner of the home page.

Reading Guide

There are 5 categories of posts in this blog

• Foundations.

• Case Study.

• Pointers.

• Property

• Tips.

Foundations

These focus on business analysis and valuation concepts. I generally cover one main topic per post.

You can find the topics that I have covered listed on the Foundations in Value Investing Page. 

Case Study

These are case studies of different companies. I focus on companies from the ASEAN and US stock markets.

There will be an analysis and valuation of a different company every month. Where appropriate I provide an updated analysis. 

There are also some notes at appropriate points in each case study to illustrate the relevant investing concepts.

The companies covered are listed in the Index of Companies Analysed. 

Pointers

These are pointers about investing in general or about the lessons of the case studies.

You will notice that I have a number of articles on the property sector. This is because asset allocation is an important aspect of risk mitigation. In Malaysia, the returns from investing in properties over a 30 years horizon are similar to those from investing in the stock market. So I invest equally in stocks as well as properties.

Property

Because of my interest and background, a number of the Case Studies and Pointers are related to the property sector. I have specifically labeled these under Property so that you can find them easily.

Tips

There are two categories

• Companies covered in the case studies.

• Investing tips.

You can get to it by clicking on the Tips label. 

Companies

These are basically Infographics of the key investing concepts as well as the Case Study Companies. 

It is meant for the experienced investors who just want a quick refresher as well as the highlights of the companies covered in the Case Studies.

I generally publish the Infographics a few weeks after the completion of the Case Study. After all the blog is meant to be a learning guide and not a place for stock tips.

I group all the Infographics of the concepts and companies into 2 posts

• For Bursa Malaysia companies. 

• For those under US stock exchanges.

Investing tips

These are basically about investing advice.  Most of the material for these came from my responses in Quora.  I have grouped them into topics so that readers can zoom in on the relevant subject. 

I generally publish a post when I can compile enough material for a post. So there is no regular publishing schedule like the other category of posts in this blog. 

In the News

A number of my posts have been re-published in other media. I have listed them under this Page. It is worth a read as they provide a gist of the points I am trying to make in the respective articles. 

Seeking Alpha

I also publish exclusive investment articles on Seeking Alpha ie they are not republished elsewhere including this blog. These cover mainly North American companies. If you are interested in them, you can get the links in my Seeking Alpha page. 

How to use the blog

The way you reference this blog would depend on your level of value investing knowledge

a) Expert

• If you are familiar with the companies and just want a quick reference, then I suggest that you look at the infographics.  

• If you are interested in Malaysian counters, search "My curated Bursa stocks to make money from".

• I also covered companies in other countries (mainly the US). For the US companies, search "Are you looking for US stocks to make money? 

• Then if you want further details, you can look at the relevant case studies. The companies covered are listed in the "Index of Companies Analyzed"

• You may also want to check out other articles listed in "Pointers".  These look at alternative investments eg properties and other investing concepts. 

• Some of the company reviews have been re-purposed in the media. Look "In the News"

b) Intermediate level

You know the basics of value investing and you are looking to hone your skills.

• I have a collection of value investing articles that are listed in "Foundations in Value Investing". Look for those that interest you.

• If you propose to practice with case studies, I suggest that you first read the article "Can we learn anything from investment case studies?" before referring to the individual case studies. You can search for the individual companies in "Index of Companies Analyzed"

c) Beginner 

• If you are starting out to invest, I suggest that you start with "Baby steps into the investment universe: Beginners: Part 1 of 3".  It will then lead you to a list of online resources in Part 2 and Part 3 that is intended for those who want to self-learn value investing. Unfortunately, this blog is not about teaching beginners how to invest.

• I have a number of slide presentations that can provide an Investing 101 perspective of some of the concepts. Search for them in the SlideShare section of "In the News" 

• Once you have gained sufficient knowledge and skills, you can follow the Intermediate advice (b) above.

VIP pages

Certain pages are restricted to subscribers only and are password protected.  So please do subscribe and check back often to catch up on what is new.

To subscribe, follow the link below. At the same time, you can get valuable advice on how to get rich from the stock market.

You invest to make money. Investing is more than getting an app. You must know what to do.  I have a free 14-pages guide with actionable tips on how to get rich from the stock market Click Here to get it. You will also be able to access the VIP pages in the blog.

Do you really want to learn value investing?

I have also published a value investing  book as per the above. This e-book is now available on Amazon, Kobo and Google Play.

PS: If you want to know a bit more about the book, click HERE

Contacts

If you need to get in touch with me, you can email i4valueasia@gmail.com

Disclaimer

I am not an investment adviser, security analyst, or stockbroker.  The contents are meant for educational purposes and should not be taken as any recommendation to purchase or dispose of shares in the featured companies.   Investments or strategies mentioned on this website may not be suitable for you and you should have your own independent decision regarding them. 

The opinions expressed here are based on information I consider reliable but I do not warrant its completeness or accuracy and should not be relied on as such. 

I may have equity interests in some of the companies featured.

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