Investing For Value

Case Notes 42: In this video "Bursa furniture sector – weathering tariff and seeking growth" I look at the potential impact of the Trump’s tariff on the Bursa furniture sector.     Malaysia’s furniture exporters are under pressure as US tariffs bite. With over 80% of production headed overseas - and some companies relying on the US for more than 90% of revenue - the impact is significant. This video breaks down the sector’s financial health, tariff exposure, and strategic options, focusing on key players like Poh Huat and Lii Hen. Despite current challenges, lower tariffs than Vietnam and China and a stronger USD offer some upside. Watch to see if these companies can adapt—or if deeper shifts are needed. For more specific insights, refer to the following: Which are the better stocks in Bursa Malaysia furniture sector? Is Dominan one of the better Bursa Malaysia stocks? Is FACBIND a value trap? Is LIIHEN one of the better Bursa Malaysia furniture stocks? Is LE...

Value Investing Case Study 93-1: A Transformed Business, But No Margin of Safety. 

Case Notes 41: Hidden Value in Motion: Transformation in Malaysia’s Transportation & Heavy Industries Sector.

Tips D – US Stock Exchanges. A summary of the fundamental analysis of my curated US-listed companies that I covered in 2025. Updated 19 May 2025  

Case Notes 40: In this video "Why Buying Poh Kong or Tomei May Be Smarter Than Holding Gold" I show that during the 2019 to 2024 period the total returns from investing in these 2 Bursa companies are better than that from investing in gold.  Are Bursa Malaysia’s gold jewellers - Poh Kong and Tomei - smarter alternatives to investing directly in gold? To answer the question, we looked at how their stock prices and business fundamentals track gold prices over time, and revealed which investment would have delivered better returns. If you are wondering how to ride the gold wave with a little extra shine, this one is for you. For more specific insights, refer to the following: Is Poh Kong a proxy for gold? Are there Bursa proxies for gold? For a visual insight of the business performance and investment risk of these companies, download the Fundamental Mapper in the  Xifu app here. END