This post is going to be very short. Two quick pointers to mention here. Sitting on Your Ass The “GEICO” moment Sitting On Your Ass (SOYA) Ask someone in the room, do they feel smart ever taking profits after a quick 50-100% increase within a year? The answer is a resounding YES. The truth is…
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Kraft Heinz took a painful impairment in 4Q 2018 and Warren Buffett commented. Here is a simple analysis of how I view this situation.
Value investing is a never-ending process where we get to understand more about ourselves and different angles to look at different companies. To get better is to reflect. One of my reader, Kelvin Soh, has specially prepared this write-up. With his permission, I decided to share with everyone so that we can benefit from his…
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These are the notes from Adam Blum, direct download link at https://drive.google.com/file/d/1dPZt_UYnuyRbKbAiHxsJ8alMUpv_0AbF/view Here are some things that popped up in my mind: “Being the low-cost producer is a terribly important moat. Technology doesn’t always translate to the lowest cost. The technology at Geico has not brought down the cost, but its position among big companies is…
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It’s clear that we acquired both great human assets and business assets in making the USF purchase. Betting on people can sometimes be more certain than betting on physical assets. Ah, Buffett could not have put it so crystal clear. When we buy a company, we are buying its business model strength, business numbers, and most…
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On my daily bus ride to work, I would spend the precious time to read books. “Creating a Portfolio like Warren Buffett” is one of the latest book which I’ve completed reviewing. As an investor for roughly 4.5 years, I like to read books to pick on the author’s perspective of the financial ratios. Most…
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