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snowball
Real Name: the snowball
Member Since: 25th July 2010
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Page 1 of 4
Great lectures by some of the most famous value investors
I think, the quality of my posting, over the course of this month or two have decline considerably compared to when I just started writing in May. The lack of time causes me to be unable to write something good. Despite my attempts to self-edit, that is, I never publish certain posting as I feel it is not...
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snowball via good stock bad stock- Finance and Investment through a skeptic's eyes..
1 month and 3 weeks ago.
Let's Buffett teaches your kids about money
Money is a very important subject not being taught in school. It is something that I think your kids should start learning when they are five years old. If they learn about managing their finances early on in their life, it probably will save you a lot of trouble of bailing out your kids when they are 25...
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snowball via good stock bad stock- Finance and Investment through a skeptic's eyes..
1 month and 3 weeks ago.
Li Keqiang : China GDP Numbers Unreliable
There are various revelations on wikileaks. I have been casually reading some materials on the site for a few days. I think the main site is still down but you can access it via mirror sites. One of the juicy part I found is that, Li Keqiang, the up and coming new generation of leaders from China actually...
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snowball via good stock bad stock- Finance and Investment through a skeptic's eyes..
1 month and 4 weeks ago.
Some short comments on Current Issues
Taking a short break from all the mugging. So, will just do some really quick short thoughts on stuff that happen recently. Politician or CEO? There is a piece on the under performance of recent IPO on the Star. Then, I found this quote from Masterskill CEO Edmund Santhara :"Foreign...
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snowball via good stock bad stock- Finance and Investment through a skeptic's eyes..
2 months ago.
Fair Value Accounting- Theory and Practice
One of the key reforms in terms of financial reporting is the implementation of fair value accounting. Fair value accounting is basically a way to report your asset and liabilities on your balance sheet as market value rather than historical cost. For example, if Azmad buy a house for RM100k in the...
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snowball via good stock bad stock- Finance and Investment through a skeptic's eyes..
2 months and a week ago.
Finding and Playing that Elusive Trend
I always believe that, to be successful in investing, you need to be - different and correct. Now, after pondering and reading for a few months, I am adding another thing into that list, you need to be early. So, to be successful, you need to be - early, different and correct. It has to be a combination of...
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snowball via good stock bad stock- Finance and Investment through a skeptic's eyes..
2 months and a week ago.
Anything wrong with this statement?
This is an excerpt of the MD&A of a recently IPO-ed company in HK.We ranked first in terms of total revenue in the mid to high end children’s product market in China in 2009, according to Frost & Sullivan. Mid to high end children’s products represented approximately 22.6%, 22.8% and 23.0%...
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snowball via good stock bad stock- Finance and Investment through a skeptic's eyes..
2 months and 2 weeks ago.
Of Singapore and Malaysia
A good Singaporean friend of mine sent me this article from bloomberg :Singapore Seen Overtaking Malaysia 45 Years After Lee's Tears . I am not sure whether it is a dig at me for being a Malaysian but the article is quite a decent read. The article touch on Singapore growth since...
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snowball via good stock bad stock- Finance and Investment through a skeptic's eyes..
2 months and 3 weeks ago.
Petronas Chemical...a downside review
This review is actually done in private by me for a friend. He graciously allow me to share this piece of review with you all. So, please thank him. Again, some reasons on why you should not trust what I write fully before going on to the report proper. Firstly, I did this review, including the write up, in...
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snowball via good stock bad stock- Finance and Investment through a skeptic's eyes..
2 months and 3 weeks ago.
of religious celebrations
Whenever there is a religious celebrations, it remind me of an minor incident that happened in my secondary school. I did my secondary education in a neighbourhood kebangsaan school, so, whenever there is major religious celebrations, the teachers will normally wish the students 'selamat hari....' at the...
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snowball via good stock bad stock- Finance and Investment through a skeptic's eyes..
3 months ago.
When Management has too much cash...
they would probably waste it on some stupid acquisition. One of my current position, Allan International Holdings- a HK-listed household electronics manufacturer, found themselves with the good headache of having too much cash at their disposal. The company is slightly net cash despite paying a rather...
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snowball via good stock bad stock- Finance and Investment through a skeptic's eyes..
3 months ago.
More on Graham's Net Net, Book Value, ROE and Cost of Equity
After revisiting what I have written on Poh Kong and Graham's Net Nets, I think that the tone of the write up has been a bit too positive than what I intend it to be. A few readers have highlighted some flaws with regards to my write up and I think it is good to bring it back up again for a better...
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snowball via good stock bad stock- Finance and Investment through a skeptic's eyes..
3 months ago.
Of Graham's Net Net and Poh Kong
First of all, this is not a stock pick. I do not have any position in Poh Kong and would not swap any of my existing holdings with Poh Kong. I have not look at this company long enough, so, there may be factual error in the discussions below. This is merely a discussions on the undervaluation of a selected...
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snowball via good stock bad stock- Finance and Investment through a skeptic's eyes..
3 months and a week ago.
Quick thoughts:Proton,27 years on...what we have done?
I came across this funny Proton Inspira [which the video creator cheekily renamed as Proton WaLan (Waja+Lancer)] parody at rojaks. Lol aside, we should ask ourselves some serious questions. After 27 years, when will Proton be on the giving end rather than the receiving end of technology...
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snowball via good stock bad stock- Finance and Investment through a skeptic's eyes..
3 months and 2 weeks ago.
Times When Rules of Thumb Do Not Work
I feel that sometimes, we focus too much on stock picking and stock analysis, we may miss out on analyzing our stock picking process itself. I spent a considerable amount of time stock picking, but, significantly less time on questioning my stock picking process itself. This is unhealthy as we...
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snowball via good stock bad stock- Finance and Investment through a skeptic's eyes..
3 months and 3 weeks ago.
Of Funds Funds Funds and More Funds...The Tale of Unlimited Supply of New Mutual Funds
I know I should not make too much enemies with my writing especially when I am still looking for a job in the asset management industry. My job hunt so far to get into the industry have been mostly disappointing- not even a single phone call for interview. So, I should not criticize the people that are...
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snowball via good stock bad stock- Finance and Investment through a skeptic's eyes..
3 months and 3 weeks ago.
Can you short a stock by just looking at its website?
Well, John Hempton, the Australian fund manager/short seller of the good investment blog Bronte Capital seems to think so. Read how he fiddle with Universal Travel Group (NYSE: UTA) website and decided that it is a short target here. This just show us how unconventional the research being done by...
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snowball via good stock bad stock- Finance and Investment through a skeptic's eyes..
3 months and 4 weeks ago.
Is our Stock Market/ Economy too Government Driven?
I have been in the other side of the causeway for two years now. Being on the other side provide me with a more global perspective on stock investment and economy in general. Despite claims about Singapore being a government-driven economy, I found that Malaysia's may be more government driven...
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snowball via good stock bad stock- Finance and Investment through a skeptic's eyes..
4 months ago.
Is Stock Picking a Dead Art Form?
Well, the latest article on WSJ seems to suggest so. The article did interview some very good stock pickers in the past decade like Greenlight Capital's David Einhorn. Here's the excerpt of the article: More and more investors aren't bothering to pore through corporate reports searching for gems and duds,...
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snowball via good stock bad stock- Finance and Investment through a skeptic's eyes..
4 months and a week ago.
Is This a Joke? Distributor Stopped Doing Business Because of SEC Disclosure.
I saw this piece of interesting news as I was scanning through some stocks : China Sky One Medical Cuts 2010 Outlook. Here's the important excerpt of the news. China Sky One Medical Inc., a Chinese over-the-counter drug maker, said Friday several major distributors have stopped doing business with the...
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snowball via good stock bad stock- Finance and Investment through a skeptic's eyes..
4 months and 2 weeks ago.
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