Posts

Is TDM a value trap?

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Value Investing Case Study 51-1. A fundamental analysis of TDM to see whether it is a value trap or an investment opportunity.  I also used the analysis to justify my decision to continue to hold onto my investment in TDM.

Case study on how to manage a stock picking portfolio

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Fundamentals 20-1: You are unlikely to invest in only one stock. Rather you would probably invest in several stocks that were selected based on value investing principles. Essentially this is your stock picking portfolio. This article is a case study on how to construct and maintain such a portfolio. It also serves as the jump point to the various quarterly updates of the portfolio. Revision date: 14 April 2024

Stock picking portfolio – March 2024 review and template

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Fundamentals 20-10: This is the March 2024 review of the stock-picking portfolio that was first established at the start of 2022. I also share my template for tracking the portfolio performance.

Is Protasco an investment opportunity?

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Value Investing Case Study 50-1. A fundamental analysis of Protasco to see whether it is an investment opportunity.  I also used the analysis to see whether to continue holding onto my investment in Protasco. 

Are you looking for US stocks to make money?

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Tips B  - Other Stock Exchanges. A summary of the fundamental analysis of my curated US-listed companies. I also used to blog about US companies but in Oct 2023 I have unpublished and redirected them here.  Look here if you want to see the summaries of my curated Bursa Malaysia companies.  Revision date: 31 Mac 2024