Hong Kong

Emperor Watch & Oriental Watch Updates!

The morning breeze, the aroma of breakfast and the hustle and bustle of the city surrounds me like a everchanging kaleidesocpe as I dreamily think of the next article that I can write to benefit investors. I flip open my app and I see something in surprise. Oriental Watch and Emperor Watch have both gone up in price. Years of investing and disecting this very subject has taught me that even if the price of a stock rises, it could still fall the very next month and put one in negative territory. (more…)

Hong Kong

Emperor Watch – An Undervalued Entity

[caption id="attachment_676" align="aligncenter" width="1280"] Emperor Watch & Jewellery stores line the streets of Hong Kong where tourists and locals abound.[/caption]   Emperor Watch - In my previous musings on investing and life, one of the topics which I wrote about was the idea on valuation. While one can do fancy valuation on a company, it is an extremely subjective exercise at times that can be fraught with inaccuracies. The reason why Buffet does it so darned well in my opinion is because his mental models allow him to validate the value that he is putting on the company. If you are up to Buffet's level of genius, sure, by all means do and invest in what he does. But if you feel that you may be lacking in that department, it may be wise to take another approach. Which is to look at companies through the lens of statistical cut off points. The frequentist in me looks for value through those very filters. And then, the deep dive into the annual reports before puling the trigger. (more…)