Investing For Value

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.  

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.  

Value Investing Case Study 42-1 :  Crescendo: A niche property developer defying the value trap.

Case Notes 32: This article compiles the base rates for the key metrics used in deriving the WACC for the US steel, home building, and building products sectors. 

Value Investing Case Study 41-1: Plenitude: A property and hospitality play or a value trap? It presents my rationale for continuing to hold onto this stock and why it is not a value trap.