Seasoned professional investors will probably say the below is obvious. It’s probably something you can find in Securities Analysis if…
JcbNext is the holding company previously known as JobStreet Corporation Berhad, developer of Malaysia’s leading job portal, JobStreet.com. JobStreet.com was…
I recently posted a write-up (paywall) on Focused Compounding about Suria Capital Holdings Bhd (KLSE:SURIA), a Malaysian port concession operator.…
Kluang is a very small (~MYR 200 MM so approx. USD 50 MM market cap), closely held Malaysian company. On…
It’s currently tax return time in Australia so this is a brief note on a couple of things I’ve realised…
Focused Compounding recently published my write-up on United Plantations Bhd (KLSE:UTDPLT). Focused Compounding subscribers can read the full article here.
I recently started writing for Focused Compounding – you can find my first write-up on KLSE:DPI here. Focused Compounding write-ups…
This isn’t an individual stock discussion – I haven’t added any new positions recently. And contrary to what the title…
Nine of the fifteen companies that I currently hold shares in have high insider ownership, many to the point of…
It’s reasonably common to see listed investment companies trading at less than net asset value, for good reason. Unless the…
I try to look at business reporting the same way W.E.Deming suggests we look at quality control results: by asking…
The ACCC released its report following an inquiry into retail electricity pricing in the National Electricity Market (NEM) in June. …
Matrix Composite & Engineering Ltd (ASX:MCE) manufactures composite plastic products, mainly for the oil and gas industry. MCE has reported…