Quietly Growing

Lets look at a highly esteemed premium retailer run by an honest 2nd generation family owner which grew from their domestic base (where they are number one) to grow in a much larger neighbouring market (where they are also number one), and went on to grow in a third, much further and much larger market. […]

Reacting vs Responding

A couple of months back, a friend and fellow investor asked if investors should rotate to hoard cash or remain invested/ buy more amidst these volatile conditions? The long answer to that is investors should consider to: Increase funds (new sources), Reduce stakes in relatively high valuations companies, Increase stakes in relatively low valuations companies […]

Role Model

A carry trade investment is one where investors borrow money at a low interest rates to invest in equities to provide a higher return. Such strategies usually work during periods of easy monetary policies when interest rates are expected to be low. After the knee-jerk reactions from the capital markets in February that possibly came […]

My Precious

A service-based company and is another dream come true for value investors – it has a “strong economic moat” in terms of very sticky relationships with its clients, where multi-years deals were often inked in a regulated industry with “high barriers”, it has consistently high profit margins and the management has a “proven track record” with […]

Determined Finisher

Long-Term Winner Award A second-generation healthcare service business which was founded by Mr K more than 60 Years ago amidst extreme economic conditions. The foundation of this unique healthcare specialist was laid decades ago when Mr K’s mother passed away when he was just 18 months young. Due to the financial hardships the family was […]