Friday, April 01, 2005

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Investment Philosophy
  • How to make money in stocks Part 7: Pick Low-Hanging Fruit

  • Technical Analysis- A somewhat scientific look

  • Developing An Investment Philosophy Part 5

  • Reflexivity revisited

  • How to make money in stocks Part 6: Identifying Spread Divergence

  • How to make money in stocks Part 5: Learning To Sell

  • How to make money in stocks Part 4: Keeping It Simple

  • How to make money in stocks Part 3: The Illiquidity Premium

  • How to make money in stocks Part 2: The Time Horizon Premium

  • How to make money in stocks Part 1: Back to the Basics

  • The case for trading

  • Margin of safety

  • Developing An Investment Philosophy Part 4

  • Setting investment targets

  • Market timing

  • Technical analysis

  • Ethical Investing

  • Gambling and Investing Part 2

  • The day after a disaster Part 2

  • Is too much knowledge a good thing? Part 2

  • Stocks and humans

  • Developing An Investment Philosophy Part 3

  • Is too much knowledge a good thing?

  • When you miss out on a bull run

  • Developing An Investment Philosophy Part 2

  • Developing An Investment Philosophy Part 1

  • Reasons for a market collapse

  • The importance of physical fitness

  • Learning the right lessons

  • Gambling and Investing

  • Is the market efficient?

  • The day after a disaster

  • Your stock portfolio is your company

  • Contextual investing

  • Averaging up or averaging down?

  • Investing vs Speculating

  • Common Sense Investing


    • Asset Allocation
  • Building An Asset Base Part 4-On Risk

  • Building An Asset Base Part 3-On Debt

  • Building An Asset Base Part 2-On Compounding

  • Building An Asset Base Part 1-On Consumption

  • How many stocks should one hold?

  • The importance of sector bets

  • The use of leverage

  • The problem with unit trusts

  • The case for diversification

  • Managing one's finances

  • Buying warrants vs buying shares

  • Ways to take on more risk


    • Stock Selection
  • Stockpicking in a bear market

  • Screening S-stocks

  • The beauty of simplicity

  • Mergers and acquisitions

  • The case against share buybacks

  • Stock Selection Part 4

  • Stock Selection Part 3

  • The attraction of dividends

  • The story for the stock

  • Subscribing to IPOs

  • Buying spinoff companies

  • Stock Selection Part 2

  • Stock Selection Part 1


    • Buying, Selling & Holding
  • The Selling Process Part 4

  • The Selling Process Part 3

  • The Selling Process Part 2

  • Singularity events

  • Benchmarking portfolio performance

  • The Buying Process Part 2

  • The Selling Process Part 1

  • The Buying Process Part 1

  • Watching stock holdings


    • Stock Valuation
  • Understanding stock valuation

  • A closer look at P/B valuation

  • The only equation the share investor will ever need

  • The World's Ten Cheapest Emerging Stock Markets

  • Non-PE stock valuation metrics

  • The mathematics of splits/bonus/rights issues

  • Amtek's rights issue

  • Warnings about PE-based valuations

  • Qualitative vs Quantitative Techniques in stock valuation

  • Setting target prices

  • PE valuations in different countries

  • Why undervalued stocks remain undervalued


    • Investing Tools/Media
  • Short-selling Part 4

  • Short-selling Part 3

  • Short-selling Part 2

  • Short-selling Part 1

  • On risk

  • My research routine

  • Utilising stock indices

  • Is history relevant?

  • Analysts and their strange thought processes

  • The Internet effect

  • Using online forums

  • Online trading

  • Insider transactions

  • The case FOR analyst reports


    • Financial Statements
  • P&L: Sustainable earnings

  • The financial statement as an analysis framework

  • Quarterly financial reporting

  • Revenue growth vs margin growth

  • Cash Flow Statement: Earnings Quality

  • When are Extraordinary Items Extraordinary?

  • P&L: Profit margins

  • Balance sheet: Receivables

  • Reading financial statements: Interpreting the story behind


    • My Investing Journey
  • Hurricane Katrina

  • Full-time Investing

  • The Scandals of 2004

  • Boustead Part 2

  • Boustead Part 1

  • Stamford Tyres

  • Bull Markets and the Wall of Worry

  • United Food circa 2003

  • Allied Technologies Part 2

  • Allied Technologies Part 1

  • Hypothetical situations

  • War and SARS

  • Global Tech Part 2

  • Global Tech Part 1

  • The Months After a Disaster

  • The Bear Years of 2001-02

  • 2001 A Stock Odyssey

  • A conservative approach towards small caps

  • Bottom fishing

  • My Experience With Multi-Baggers

  • The Construction Stocks

  • Going With The Crowd

  • Sembcorp and NOL

  • Caution in a Bear Market

  • Reading Up

  • My Virgin Trade

  • Opening The Account


    • Events of the Day
  • Thanks Thailand, you screwed up the show again

  • On Temasek Holdings

  • Structured Products fiasco- What's reasonable,what's not

  • The biggest bubble in the world

  • What wage-price spiral?

  • How much is one billion?

  • The Politicisation of the Beijing 2008 Olympic Torch Relay

  • A letter to Warren Buffett

  • My views on the US subprime crisis

  • My Thoughts on the Uni-Asia episode

  • Zodiac-based stock picking

  • How to make money from charity organisations

  • Thoughts on the IR: Past, Present and Future

  • The World Cup

  • A Singaporean Warren Buffett

  • Some thoughts on the election Part 2

  • The soft touch of women

  • Lessons from China Paper

  • Some thoughts on the coming election

  • Virtual sweatshops

  • The NKF scandal

  • Kim Eng's Long Dec Short Jan Strategy for SMT


    • General Issues
  • Why Market Downturns Are Not All Bad

  • Chronology of the Economic Cycle

  • Another Sentiment Curve

  • Some tips for part-time investors

  • Notes from a casino

  • On starting young

  • 2006 - A Recap of an Extraordinary Year on the SGX

  • An alternate market experience

  • Shareholder activism

  • The Sentiment Curve

  • Managing other people's money (OPM)

  • Full-time investing/trading Part 2

  • If I were running the SGX

  • Random thoughts

  • The value of AGMs

  • Bursa Malaysia and its Deficiencies

  • Socially responsible stock recommending

  • Is investing/trading a zero-sum game?

  • Advantages of being a small investor

  • How much value do traders/investors add to society?

  • Full-time investing/trading

  • Warren Buffett platitudes

  • Attracting more retail investors to SGX- Not!

  • Investing as a hobby

    • posted by DanielXX at 8:02 PM