Contents up to end Oct 2005
posted by DanielXX at 4:57 PM
My Thoughts On Stock Investing
RANDOM THOUGHTS, OPINIONS AND RUMINATIONS ON INVESTING IN THE SINGAPORE STOCK MARKET.
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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
- 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
- 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
- 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
- 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
- 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
- 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
- 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
- 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
- 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
Links to local forums
Links to other blogs: Local
Links to other blogs: Malaysia
Links to other blogs: Global
About Me
- Name: DanielXX
- Location: Singapore
I have been doing my own personal investing for quite a number of years and would like to have meaningful discussions on my favourite subject online with others sharing the same interest.
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