Benjamin Graham
GongCha Buyout – A Private Equity Perspective
I was sipping my coffee, or was it my tea and then the news came. Gongcha seeks to be sold at a price of $442 million. Typically, when private equity deals take place via a Read more…
Benjamin Graham
Graham Versus Buffett, The Idea Of Specialisation & Some Ramblings About Investing
Graham Versus Buffett After an entire day of devouring a certain company’s annual report, my mind is fatigued from scrutinizing its accounting policies, its rebate policies, its revenue recognition policies and more. The idea is Read more…
Benjamin Graham
The Bane Of Holding Companies : Hanwell Holdings & Tat Seng Packaging
“Look deep into nature and then you will understand everything.” ~ Albert Einstein By way of extrapolation, I think the quote by Einstein above aptly describes the way we should be looking at our stocks. Read more…
Case Study
Challenger Technologies Delisting At Undemanding Valuations With Help From Dymon Asia
The efficient market theory has got its flaws. The markets are vastly efficient when it comes to some of the more storied stocks that we can think of. In Singapore, those typical names range from Read more…
Bonds
The Rise & Fall Of Hyflux Ltd
The Rise & Fall Of Hyflux History reminds us to be prudent with debt It is said that those who cannot learn from history are doomed to repeat it. While history is replete with Read more…