Stop Buying "Good" Companies at "Bad" Prices (The Elite Trap) |🦖EP1381 #investingiguana
🟩 You’ve been sold a comfortable lie about Singapore REITs: just buy the blue chips, collect the dividends, and relax. But in today's market, that "prudent" advice could be silently destroying your wealth. Many retail investors are falling into the trap of confusing a great company with a great investment, not realizing that even the best buildings in Singapore can burn a hole in your portfolio if you overpay for them. The painful truth is that financial gravity always wins, and paying a price that assumes perfection leaves you with zero margin for error when the market turns.
In this deep-dive analysis, we break down the critical difference between "Price" and "Valuation" using a specific "Elite Manager Scorecard" to separate the trash from the treasure. We examine real-world moves by major players like CapitaLand Integrated Commercial Trust (CICT), Frasers Centrepoint Trust (FCT), and Manulife US REIT (MUST) to see who is actually growing and who is just struggling to survive. By cross-referencing institutional valuation models with recent "Rights Issues" and "Asset Enhancement Initiatives," we reveal a shocking contradiction where one elite REIT is a screaming "Buy" while another popular favorite is a dangerous wealth trap waiting to snap shut.
Read the full in-depth article with video at
YOUTUBE ➡️ https://youtu.be/FHlMLHYsoEc
SUBSTACK ➡️ https://open.substack.com/pub/investingiguana/p/stop-buying-good-companies-at-bad?r=5enmf1&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true
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