Month: July 2016

Investing like Buffett will outperform the market right?

“We believe in fundamental value and look to own high quality businesses, with low debt, excellent management, competitive advantage and pricing powers”.

I hope the above doesn’t match word for word of a fund manager’s slogan out there but it wouldn’t surprise me if it did! Continue reading “Investing like Buffett will outperform the market right?”

Simplifying the portfolio & raising cash. Small market inefficiencies in the LIC space.

Recently I wrote that I had some shorts in the US indices that in part gave me protection to pursue some more compelling opportunities on the long side. Continue reading “Simplifying the portfolio & raising cash. Small market inefficiencies in the LIC space.”

COMPANY HOLDINGS UPDATES – MEL, KBC, AIK, ELD, UPG, AIQ.

I am catching up about writing a few more details on some of the companies I owned that have had some news of significance over the last couple of months. Here are some thoughts, forgive me if at times it appears I have written this a few weeks ago as this may have been the case in some instances. Continue reading “COMPANY HOLDINGS UPDATES – MEL, KBC, AIK, ELD, UPG, AIQ.”

COMMENTS ON RECENT TRADES – AAC, MVT, CYB, HHV, GVF, EVN, KBC, AGF, SSM, WCB, RNY.

I have been posting about more general themes of investing styles of late so now I wanted to get up to date in terms of providing more detail about recent trades, or news on companies I own. Continue reading “COMMENTS ON RECENT TRADES – AAC, MVT, CYB, HHV, GVF, EVN, KBC, AGF, SSM, WCB, RNY.”

High profile sectors are surely where I can make a killing in the stock market right?

Before I write much on the markets again, I thought I’d add something different so I don’t get bored of this blogging stuff too quickly. So firstly a warning I will stray off topic for a little bit.

I would have spent about a third of the year in Vietnam this year and am currently writing this from Dalat. Continue reading “High profile sectors are surely where I can make a killing in the stock market right?”