Introduction During my trip to Penang, I had an excellent opportunity to interact with high-level investors and I’ve glimpsed a bit from their knowledge. Introducing the concept of Exponential Growth. It was first introduced by Hemant Amin of Asiamin Capital. An example of linear growth is something like… 2 + 2 = 4 2+ 2…
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I went over to the recent FY2018 3Q results briefing of China Sunsine on 8 November 2018. The event was well-attended by several heavyweights such as Robert Stone and Chia Kee Koon. Throughout the whole briefing, Mr Tong (Chief Financial Officer) handled the barrage of questions adequately. He quoted industry statistics and facts. Many of shareholders…
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In my previous article, I wrote about why we should not invest in cyclical businesses such as automobile manufacturers. Today, I will share about the implications for its suppliers. For example, when homebuilding businesses suffer, banks suffer as well. All of us know that consumer debts and housing loans are big portions of a bank’s…
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