The Economic and Banking Cycle
Few days back I bought another stock, the Postal Savings Bank of China (PSBC). I posted trade on my Red Note (Xiaohongshu) and there were readers asking if I could share the logic behind it. Today we will look atโฆ
Category My Own Journey
Of Funerals and Human Nature
Fu Shou Yuan is a funeral service which I invested in since last year. Despite my confidence in the company, stock prices has been steadily going downhill, causing many investors to lose faith. When prices are good, there are manyโฆ
BeijingโShanghai High-Speed Railway (601816)
The highspeed railway, more commonly known as the bullet train, is one of more efficient methods of domestic transport if the distance between 2 points is not overly great. In fact, there are many instances when the highspeed railway isโฆ
Credibility and Work Effectiveness
It is better to work with someone you dislike but has credibility, rather than someone whom you like but do not have credibility – this was what I have been taught since young. For the past one month, I haveโฆ
Geographical Arbitrage
Geographical arbitrage is the practice of earning income in a strong currency or high-cost area while spending or operating in a lower cost area, thereby swiftly accumulating wealth or achieving a higher quality of life at a lower cost. Forโฆ
Culture Differences
10 years ago I went to the North-Eastern part of China to attend a friend’s wedding and experienced a series of culture differences. Wedding Culture Differences First off, the wedding banquet was in the day, which by itself is notโฆ
Thailand Properties
Few years back, there was a craze in buying Thailand properties. From properties in Bangkok to Chiang Mai to Phuket, many Asian investors invested in those properties. Property agents were all out trying to sell as many as they could,โฆ
Art of War
ๅคซๅฐๅ ต่ ๏ผไธๆฐๅๅฎ๏ผไธๅฎๅ่ตฐ๏ผไธ่ตฐๅ้๏ผไธ้ๅๆญปใ- ๅธ้ฆฌๆฟ In military, if you do not attack, defend; if you do not defend, retreat; if you do not retreat, flee; if you do not flee, die – Sima Yi The Chinese has a saying: The business world isโฆ
My Stock Picking Journey
A reader asked how do I go about in choosing stocks that are cheap, safe and of value? The short answer is that I find windows of opportunities that comes along with the big trend. The process is actually drawnโฆ
Choosing A Stock
In the Western society, there is an analogy that choosing a stock is like choosing a wife. In fact, in their 1997 annual meeting, Warren Buffett and Charlie Munger were talking about opportunity costs when choosing a particular investment, andโฆ
China Yangtze Power 26.6 Billion Yuan “Donation”
Few days back China Yangtze Power announced that they will be investing 26.6 billion yuan over a period of approximately 7.5 years into ‘ship locks’, with no indication of any investment returns. To put it plainly, state-owned Yangtze Power willโฆ
Tecon Biology Co Ltd (002100)
Food, without which we all die. Companies like Tecon Biology which deals in the food supply business are therefore dealing with an inelastic demand. Do take note that the food supply business is not like the F&B sector. Even ifโฆ