Behavioural Finance

Ignorance Of The Masses : Think Education Is Expensive? Think Again!

Ignorance In Investing - It is funny how people never ever learn from their mistakes. This is something I see over and over and over again. While fools say that they learn from experience, the wise say that they'd rather learn from the experience of others. To that, I say Amen! I would rather learn vicariously through the eyes of another. As a value investor, my vulnerable persona and esteem takes a royal drubbing whenever I lose money. And I can tell you, losing money is not something that I can smile at. And I believe that this  is the same for many investors out there. But unlike many investors out there, I believe that I am well aware of my limitations as an investor. Coupled with some real world experience, this gives me an edge over others. This is not meant to be a self inflating article but sincerely, I hope to impart some these lessons that I have learnt with as much candour as I can possibly muster.

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Behavioural Finance

Beat The Herd mentality – Your Investing Results Will Improve

Beat The Herd Mentality To Improve Investment Results Beating the markets is beating the herd mentality.T he intelligent investor is a great book to start reading for amateur investors. The book is rich in quantitative data but readers may find it hard to swallow as the language is written with a terse archaic style. But what the book does not touch on is how to be an emotionally intelligent investor and beat the herd mentality. While numbers are easy to handle, one's emotions can prove to be an inconquerable mountain like Everest. And for most of us, this may very well be the final obstacle to being an investor great. Descendants Of The Herd (more…)

Benjamin Graham

Hong Leong Asia Ltd – Notes From My Investing Journey

Hong Leong Asia  On the 27th of November 2016, I noted an entry into my investing journal. My modus operandi is to create a master folder of companies that I am interested in. And within these folders contain the information with which I do my research. The folder may also contains annual reports, links to news articles in the media and any filings related to the company. Within 1 of these master folders contained a company called Hong Leong Asia Ltd, a holding company of various subsidiaries operating in diverse industries. It has a total of 5 core business segments. They are: (more…)