In the News

These are links to the various articles that have been re-purposed from my blog posts.  They do provide slightly different perspectives and are worth a read.

The articles are arranged in chronological order for each media/magazine. For related articles eg about the same company or subject, I have grouped them together.  Then the first article in the group follows the chronological order for the media/magazine. The subsequent articles within the group are then arranged in their respective sub-chronological order.

I have also republished many of my posts on Medium. However, I have not listed them here as most of them are merely re-posting of the original blog posts.

Apart from the investment articles in this blog, I also publish investment articles for Seeking Alpha on an exclusive basis ie not republished elsewhere including this blog. These are mainly about North American companies. As such I have provided a separate page where you can jump to the various Seeking Alpha articles.

1) Focus Malaysia

• Petron Malaysia: The hidden transformation

• Asia File: Will there be time to meet the digital disruption challenge?

• A survey of industry thoughts: What are Value Traps really?

• CSC Steel: When you have a good horse, the jockey is not critical

• Eksons: Don’t be mesmerised by the cash hoard

• Is the KLCI running ahead of the rest of Bursa Malaysia?

• UOA Group: Having the foundation to weather the storm

• White Horse: Riding out the storm, outlasting the economic downturn

• “Investing in Bursa’s property companies: Size matters”

• Boustead Plantation: Is the company really in the plantation biz?

• Malaysian plantation stocks: A cyclical sector but not cyclical profits

• It’s been a tough 12 years for Bursa Malaysia’s steel companies

• How rational is Malaysia’s benchmark FBM KLCI index?

• COVID-19 doesn’t affect performance Bursa Malaysia-listed furniture companies

• Hunting for Bursa’s value-for-money construction companies to invest in

• Malaysia housing cycles: Prices trending up but no growth in volume

• Are Bursa Malaysia’s property companies really cheap currently?

• How to invest profitably in a high inflation environment

• CPI alone may not be the best inflation gauge for Malaysia

• Gold rush: Are there Bursa Malaysia proxies for gold?

• Are there investment opportunities in the Bursa auto sector?

• The benefits of high oil prices have not trickled down to Bursa’s O&G services sector

2) iProperty.com 

• Properties vs stocks: Which is a better investment in Malaysia?

• Are Malaysian Property Developers using Digital Marketing strategies to their best advantage?

• When is the best time to buy a house in Malaysia?

• Real estate investment in Malaysia: How to determine its financial risks?

• Is it better to settle your housing loan or invest your extra cash?

• Property stocks in Malaysia: What investors should know in 2021

• Maybank Houzkey: An unintended financing scheme for investors?

• Is there an “Evergrande” among Malaysian property developers listed on Bursa Malaysia?

• How to identify property cycles for equity investment opportunities on Bursa Malaysia

• How to value property stocks using a house valuation approach

• Should you rush to buy a property with inflation on the rise?

• Which REIT to invest in on Bursa Malaysia?

• REITs, property stocks or properties – Which should you invest in?

3) Seeking Alpha

• In Malaysia, Which Has Better Returns - Stock Market Or Property?

• How To Mitigate Permanent Loss Of Capital When Value Investing

• Assessing Permanent Loss Of Capital

4) SlideShare

• Learn how to invest using investment case studies

• Baby steps in value investing

• Baby steps in valuation

• Baby steps in managing investment risks

5) Value Investing Journey

• Is Steel Dynamics a growth trap? 

• Should you invest in TPX? A relative fundamental analysis.

• How To Manage Permanent Loss Of Capital

• The market is not valuing Pulte as a cyclical stock 

6) ValueWalk

• CUMMINS – AN UNAPPRECIATED NEW DIRECTION? 

• LENNAR IS NOT A GROWTH STOCK BUT A CYCLICAL ONE 

• Lennar – What To Do If You Have Bought It Near The Peak? 

• Home Builders Are Cyclical Companies But Are You Screening Them As Such?

• Managing Permanent Loss of Capital

7) Other guest posts

• How To Best Reduce Investment Risk – A Comprehensive Framework (in Investing for Beginners)

• New Toyo International – a cigar butt investment (in FundFlicks)

• Ball – The Market Has Fully Priced In The Value Of The Aerospace Divestment (in HedgeFundAlpha and MSN)

• Digital Turbine Is Facing A Turnaround Challenge (in HedgeFundAlpha and MSN)

You can find more insights on how to make money in my e-book. The e-book is now available from Amazon, Kobo and Google Play. PS: If you are in Malaysia or Singapore, the e-book can only be download from Kobo and Google Play.

You can find more insights on how to make money in my e-book. The e-book is now available from Amazon, Kobo and Google Play.

PS: If you are in Malaysia or Singapore, the e-book can only be download from Kobo and Google Play. 

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