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Sell Oil Stocks? OPEC+ Floods the Market Amid Oil Price Crash
where is the next wave of opportunities may emerge for investors
Jun 1
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Mr A
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Sell Oil Stocks? OPEC+ Floods the Market Amid Oil Price Crash
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PART 2: Special Write-Up for Paid Subscribers
s This a Rare 10X Opportunity Hidden in a Quality U.S. Compounder?
May 26
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Mr A
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PART 2: Special Write-Up for Paid Subscribers
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PART 1: Special Write-Up for Paid Subscribers
Is This a Rare 10X Opportunity Hidden in a Quality U.S. Compounder?
May 26
•
Mr A
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PART 1: Special Write-Up for Paid Subscribers
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Buying things well requires an understanding of value that goes beyond numbers
As Howard Marks puts it:
Apr 28
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Mr A
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Buying things well requires an understanding of value that goes beyond numbers
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This stock selling at EV/EBITDA 2.82x, FCF Yield 19% and 31% of book value.
This stock has an EV/EBITDA of 2.82x, Free cash flow yield 19% and is priced at just 31% of its book value, yet share price hasn't moved.
Mar 28
•
Mr A
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This stock selling at EV/EBITDA 2.82x, FCF Yield 19% and 31% of book value.
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The Graham Approach: Putting a price on the future (Part 2)
The single-most important decision in evaluating a business is pricing power
Mar 15
•
Mr A
1
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The Graham Approach: Putting a price on the future (Part 2)
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The Graham Approach: Putting a price on the future
Unpacking the Potential of the Bed Linen Industry
Mar 9
•
Mr A
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The Graham Approach: Putting a price on the future
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To be a good investor, you have to fish where the fish are
Exploring Charlie Munger's Value Investing Strategy
Feb 7
•
Mr A
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To be a good investor, you have to fish where the fish are
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Investor How to Build a Lasting Competitive Advantage and Outperform the Market
2024 Reflections on Envision Investment strategy
Dec 28, 2024
•
Mr A
3
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Investor How to Build a Lasting Competitive Advantage and Outperform the Market
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From Crisis to Opportunity: Uncovering Hidden Value in a Market Overreaction
This company, a trusted contractor for Petronas, has weathered significant financial challenges over the past decade.
Dec 7, 2024
•
Mr A
1
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From Crisis to Opportunity: Uncovering Hidden Value in a Market Overreaction
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Oppstar: A Hidden Gem or a Risky Bet?
Understanding the Business: The Key to Predictable Cash Flow and Safe Investments
Nov 30, 2024
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Mr A
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Oppstar: A Hidden Gem or a Risky Bet?
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Heads, i win; tails, i don’t lose much investment opportunity
Plenitude Bhd Annual report and AGM FY 2024 insight
Nov 21, 2024
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Mr A
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Heads, i win; tails, i don’t lose much investment opportunity
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