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avatardiggydog
2022-06-26

Seth Klarman Best Investing Qoutes

Seth KlarmanSeth Klarman is the chief executive and portfolio manager of the Baupost Group. He is a proponent of value investing, nicknamed the "Oracle of Boston" for his similar approach to Warren Buffett.Here are Klarman's quotes from the recent interview with Harvard Business School.1. "Our approach is, 'Let's look a mile wide, let's look at everything that we can possibly figure out.' Then we find something that seems like it might be a bargain, an inefficient pricing, and we go a mile deep."2. "We look between the silos. We look for cracks, we look for things leaking out, and we look for things that can't be easily siloed. There are fewer competitors in those, and if I love one thing, it's the lack of competition."3. "When you just know a certain kind of company, or you only know 20 s
Seth Klarman Best Investing Qoutes
avatardiggydog
2022-11-29

📈 SGX Sectors & Stocks That Led Recent Net Fund Inflows

From the 21 Oct to 21 Nov close, $Straits Times Index(STI.SI)$ rallied 9.4%, with Singapore's 100 most traded stocks averaging 8.0% total returns. The 100 stocks also saw S$730M of combined net fund inflows over the month, taking their 2022 YTD net fund inflows to S$1.2B.    The 100 stocks represent all key sectors, with Telecommunications, Banks, and Technology Sectors seeing the most net fund inflows, proportionate to their current market capitalisation over the month, while the Energy, Materials & Resources, and Utilities Sectors saw the most proportionate net fund outflows.    Among the 100 stocks, the 10 stocks that saw the most net fund inflows, proportionate to their current market capitalisation, include
📈 SGX Sectors & Stocks That Led Recent Net Fund Inflows
avatardiggydog
2022-05-13
Buy $Albemarle(ALB)$. Albemarle is a leading producer of lithium (42% of net sales), bromine (35%) and refining catalysts (23%).The company is targeting significant growth, about 3x  2021 adj. EBITDA in five years (by 2026), mostly from the EV boom. Energy storage is expected to be >85% of Albemarle Lithium revenues by 2026.By 2025, annual demand for lithium will to rise to 1.5 million metric tons of lithium carbonate equivalent - up from about 500,000 metric tons used in 2021. ALB will benefit from increased demand, both in volume and in lithium prices.
avatardiggydog
2025-07-20
Speaking of $Taiwan Semiconductor Manufacturing(TSM)$  I'm a fan too! [Miser]  [Cool]   I totally still believe in the magic of time, as the old adage goes : "Time in the market is better than timing the market. "  I do utilize options to enhance my returns, and it's working out okay so far, but my primary source of returns continues to be stocks. 
avatardiggydog
2022-12-06

Ford : More Than Just the Vehicles

Ford Motor $Ford(F)$  is selling electric delivery vans to $Deutsche Post AG(DPSTF)$  logistics company DHL. Selling vehicles is what car companies do, but this time Ford is selling more than just the vehicle. DHL announced Monday it has signed a memorandum of understanding with Ford to purchase 2,000 electric-delivery vans by the end of 2023. A couple thousand units is not all that big a deal for an auto maker that can easily deliver more than 4 million vehicles annually. But DHL also will purchase services from Ford's Pro division, including connected telematics that provide usage and maintenance details as well as EV-charging services. It's extra revenue for Ford that goes beyond vehi
Ford : More Than Just the Vehicles
avatardiggydog
2022-11-23

ComfortDelGro: Recovery in Progress, Cheap Valuation

I believe recovery is already in progress but the market valuations remains at historical low. 3Q22 Results $COMFORTDELGRO CORPORATION LTD(C52.SI)$  recent 3Q22 results shows good improvement with net profit up by 33% YoY to SGD 58.8M while revenue up by 10.1% YoY to SGD 969.5M. The improvements was mainly by Taxis, Vehicle Inspection and Driving Centre on easing restrictions, higher mobility trend, and post-covid reopening. Mobility trends in Singapore have already begun to normalise and this should be reflected in its operating performance in the future. According to DBS, ComfortDelGro FY22F net profit could rise 14% YoY and returning to 80%/94% of 2019 levels by 2023F/24F as key segments see increased rider
ComfortDelGro: Recovery in Progress, Cheap Valuation
avatardiggydog
2022-11-22

Manulife US REIT : Largest US Office SREIT

Consider  $MANULIFE US REIT(BTOU.SI)$, currently trades at around 13% yield, very attractive especially in this high interest rates era. About Manulife US REIT Manulife US REIT is the first pure-play US Office REIT Listed in Asia, established with the investment strategy principally to invest, directly or indirectly, in a portfolio of income-producing office real estate in key markets in the United States, as well as real estate-related assets. Manulife US REIT is the largest US Office SREIT, it has 12 properties, 5.5 m sqft net lettable area, and USD 2.2B assets under management. Its portfolio consists of nine freehold, Class A or Trophy-quality office properties in Atlanta, Los Angeles, New Jersey, Washington DC, Virginia, Orange County
Manulife US REIT : Largest US Office SREIT
avatardiggydog
2023-02-10

Transition to Dorscon Green, Singapore Reopening Beneficiaries

Feb 13 marks the end of pandemic restrictions, a day before Budget 2023. Masks no longer mandatory, shift to Dorscon Green, and cessation of the multi-ministry task force, highlights the receding threat of COVID-19 in Singapore. While the news is unlikely a gamechanger for tourist arrivals and retail sales, it nevertheless completes Singapore's transition to normalcy. Passenger traffic at Changi Airport has recovered to 80% of pre-COVID. Further recovery should take hold with the return of Hong Kong and China tourists as they made up c.21% of visitor arrivals in 2019. They are also in net cash position, that's a big plus in this high interest rate era. Net cash is a measure of a company's liquidity - its ability to quickly meet its financial obligations. Investors can use net cash to help
Transition to Dorscon Green, Singapore Reopening Beneficiaries
avatardiggydog
2022-11-15
$Berkshire Hathaway(BRK.B)$  bought more than USD 4B of $Taiwan Semiconductor Manufacturing(TSM)$  shares in the third quarter. The purchase of 60 million shares of Taiwan Semiconductor (TSM), the leading contract producer of semiconductors in the world, was the highlight of the latest 13-F report. Those shares are worth USD 4.4 billion based on TSM latest closing price. The shares of Taiwan's top company and a critical producer of semiconductors are trading for half their peak of $145 hit in January. There undoubtedly will be speculation about whether the purchase is by CEO Warren Buffett, who oversees Berkshire's $306 billion equity portfolio, or one of his
avatardiggydog
2022-05-17

Consider LIT If You Believe Lithium Battery Is The Future

$Global X Lithium & Battery Tech ETF(LIT)$ (LIT) is an ETF that invests in the full lithium cycle, from mining and refining the metal, through battery production.LIT PerformanceLithium has become the essential ingredient for lightweight, power-dense batteries used by laptops, cell phones and electric vehicles (EVs). Given the insatiable demand for these products, especially EVs, the price of lithium has more than doubled since 2015.Global lithium suppy and demand forecastReasons to Consider LIT High Growth Potential Lithium battery technology is essential to the rise of electric vehicles (EVs), renewable energy storage, and mobile devices. Advancing Clean Technologies EVs produce zero direct emissions, meaning broader
Consider LIT If You Believe Lithium Battery Is The Future

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