The Best Time to Sell and Checklist

I've arrived in Bangkok! Catching up on all my WhatsApp chats and I chanced upon a wonderful blog post written by one of my friends. From his decades of experiences, he summarised what businesses which investors should be focused on. I've improved my investment greatly by reflecting and writing more often. Having a checklist did …

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Check out Beauty Community PCL

Dear friends, I will be away for 5 days to understand about Thailand's culture and business practices. The guys from Precession Effect will meet me there. Thailand has roughly a population of 68mil and most of them are rice farmers living in rural areas. The domestic consumer demand is strong, and there are a lot of …

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The Power of Free Cash Flow

Often, what is value creation? It is the magic of an entrepreneurial mind and a commercially-viable business idea, mixed with the ability creating products/services that consumers desire. We measure that by a business’ free cash flow generation ability. Free cash flow (FCF) is simply “cash flow from operations MINUS capex” FCF allows a company to …

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Interesting MV for Asahi’s Cafe Latte Water!

Check this music video out... it is so entertaining and full of character! https://www.facebook.com/asahiinryo/videos/1714278225297608/ Straits Times covered Asahi Group in two separate articles: FairPrice to bring in more stocks of sold-out Japanese transparent milk tea. After clear milk tea, Asahi introduces transparent coffee in Japan. Will their milk tea be a fad or something more …

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Turnaround Stock: Auric Pacific (SGX:A23)

This is a stock that I previously bought because I managed to focus on the cash flow of the business, apart from its earnings. It was delisted via privatisation. Management and Business Model Auric Pacific (“Auric”) was previously a listed company on the Mainboard of Singapore Exchange. Its reach is in Singapore, Malaysia and Hong …

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Straco Corporation (SGX:S85)’s Q1 FY2018 Results

A reader asked me: "Kelvin, what do you think of Straco's latest results? Straco owns Singapore Flyer, Shanghai Ocean Aquarium, Underwater World Xiamen and others. It seems like what you've described, they have operational leverage. It dropped a lot this quarter..." Straco is a highly respectable tourism owner and operator, backed by China's state-owned group called …

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