Investing For Value

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

Value Investing Case Study 92-1: This bottled water stock is beating the market - and no one is noticing

Fundamentals 33: In this video, I share a simple yet powerful framework - from the 3 Buckets strategy to portfolio diversification and valuation principles - to help you stay grounded and make better investment decisions during turbulent times.   In this video, we will look at the historical patterns of bear markets, how to avoid panic selling through asset allocation, and why having a stock portfolio matter. I will also walk through tools like the Fundamental Mapper, explain different valuation approaches, and discuss how to spot your margin of safety. For more specific insights, refer to the following Baby steps in Asset Allocation for a Value Investor Case study on how to manage a stock picking portfolio How To Mitigate Risks When Value Investing For a visual insight of the business performance and investment risk, download the Fundamental Mapper in the  Xifu app here. END

Case Notes 39: Rethinking Returns: The Quiet Reinvention of Bursa Malaysia’s Snack & Confectionery Sector.  

Value Investing Case Study 91-1: Up 24% in revenue - Is Hwa Tai the sweetest undervalued stock on Bursa?