skewed-odds.blogspot.com
skewed oddsA blog about security analysis, fundamental, value investing as well as events in the global economy and financial markets.
http://skewed-odds.blogspot.com/
A blog about security analysis, fundamental, value investing as well as events in the global economy and financial markets.
http://skewed-odds.blogspot.com/
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skewed odds | skewed-odds.blogspot.com Reviews
https://skewed-odds.blogspot.com
A blog about security analysis, fundamental, value investing as well as events in the global economy and financial markets.
skewed-odds.blogspot.com
Sell in May and go away - 2013 version | Skewed Odds
http://skewed-odds.blogspot.com/2013/05/sell-in-may-and-go-away-2013-version_22.html
Security Analysis and Investments. Wednesday, May 22, 2013. Sell in May and go away - 2013 version. Posted by MTH Investments. Seems like a themed party that didnt work out. The chase for yields continues as free money drops from the sky. Everyone is massively printing money which has literally thrown the global economy is disarray, losing its much needed equilibrium for an actual recovery to set in. Some continued signs of the staggering chase includes:. To speak the least). India Tata Communications/St...
June 2014 | Skewed Odds
http://skewed-odds.blogspot.com/2014_06_01_archive.html
Security Analysis and Investments. Sunday, June 22, 2014. June 2014 - Diving into technology. Posted by MTH Investments. Firstly, sorry for the bad English and aesthetically, non-pleasing post. Wrote this in a impromptu manner. Why is Tesla so different? By Mary Meeker of KPCB. To lesser known ones like Slava who runs RethinkDB. For PG, I particularly like "Do things that dont scale", "Ambitious startup ideas", "How to get startup ideas", "Schlep Blindness" and "Startups in 13 Sentences". S and P index.
September 2013 | Skewed Odds
http://skewed-odds.blogspot.com/2013_09_01_archive.html
Security Analysis and Investments. Wednesday, September 11, 2013. Posted by MTH Investments. Sorry for the slow updates, been really caught up at work. I have not sold as much as I had suggested in my last May post due to onerous restrictions at work. A public announcement to rationalise the offer and to correct the article was rather akward. LINK. Does Indofood taking over CMZ mean they are necessarily right and Glaucus is wrong? The acquisition rationale felt like the planning was messed up. I cant fat...
May 2013 | Skewed Odds
http://skewed-odds.blogspot.com/2013_05_01_archive.html
Security Analysis and Investments. Wednesday, May 22, 2013. Sell in May and go away - 2013 version. Posted by MTH Investments. Seems like a themed party that didnt work out. The chase for yields continues as free money drops from the sky. Everyone is massively printing money which has literally thrown the global economy is disarray, losing its much needed equilibrium for an actual recovery to set in. Some continued signs of the staggering chase includes:. To speak the least). India Tata Communications/St...
September 2014 | Skewed Odds
http://skewed-odds.blogspot.com/2014_09_01_archive.html
Security Analysis and Investments. Saturday, September 20, 2014. 3Q2014 - I start to see some steam! Posted by MTH Investments. Apologies for the late update and for the fact that its getting less of the numbers and statistics and more of thoughts and dilemmas or confusion if you will. I appreciate more now, the importance of moving away from a more quantitative approach. My views are limited on that. I chatted over lunch with friends and spoke about humans, their confirmation bias and risk aversion char...
TOTAL PAGES IN THIS WEBSITE
17
Thinknotleft: July 2011
http://thinknotleft.blogspot.com/2011_07_01_archive.html
Books and Investing in the Singapore Market. Friday, July 1, 2011. Portfolio as at end-June 2011. My portfolio as at 1 July consists of the following stocks: AIMSAMPREIT, Eratat, Heeton, Hongwei, Leader Environment, Qingmei, Sabana and Techcomp. China Taisan is sold due to its poor Q1 results. Intiate a stake in Sabana as it provides around 9.5% dividend yield. Added: Qingmei, Leader Environment, Heeton and Eratat,. Qingmei and Eratat are my largest shareholdings. Having a concentrated portfolio implies ...
Thinknotleft: October 2010
http://thinknotleft.blogspot.com/2010_10_01_archive.html
Books and Investing in the Singapore Market. Sunday, October 3, 2010. Portfolio as at end Sep 2010. This is a post on my portfolio holdings as at end Sept 2010. My portfolio, as at end Jun 2010, contains the following stocks:. Bright World; China Gaoxian; Eratat; Heeton; Hiap Hoe. Roxy; Techcomp; Valutronics; Ziwo. In the quarter end Sept 2010, my portfolio has experienced some turnover, as I sold off the construction stocks and technology stocks; and bought more S-chips. Bought and Sold: Koh Brothers.
Thinknotleft: JSH
http://thinknotleft.blogspot.com/2015/06/jsh.html
Books and Investing in the Singapore Market. Tuesday, June 9, 2015. The STI has been down for a few days. Saw Jardine Strategic (JSH) dropped to $31. JSH, with earnings per share of $3, will be quite interesting if it drops to $30 - at 10 times PER. Subscribe to: Post Comments (Atom). View my complete profile. Enter your search terms. Other Interesting Local Blogs. Security Analysis and Value Investments. Value Investment - Musicwhiz's Journey. Simple template. Template images by gaffera.
Thinknotleft: An interesting stock
http://thinknotleft.blogspot.com/2015/08/valuetronics-is-0.html
Books and Investing in the Singapore Market. Wednesday, August 5, 2015. Valuetronics is $0.385 today, with EPS of 7c and PE of 5.5. Its gone ex-div recently. Dividend was 3.5c. Its cash after excluding div paid out is around $0.20. PE ex cash will be at 2.7. To me, Valuetronics is more interesting than oil-related counters such as Keppel, Sembcorp, Penguin which are trading at higher PE. And of course, I bought some today. Subscribe to: Post Comments (Atom). View my complete profile.
Thinknotleft: December 2010
http://thinknotleft.blogspot.com/2010_12_01_archive.html
Books and Investing in the Singapore Market. Friday, December 17, 2010. Book Review: Risk and the Smart Investor. 8216;Risk and the Smart Investor’ is written by David X Martin. Interestingly, the author is a former risk manager of Citibank. The book is available in NLB. The book provides a risk management framework with anecdotes and a fictional story. It also contains some very practical advice on thinking and acting on risk. Overall, I find the book not bad. A) Risk Management Framework:. B) Sell when...
Thinknotleft: June 2015
http://thinknotleft.blogspot.com/2015_06_01_archive.html
Books and Investing in the Singapore Market. Tuesday, June 9, 2015. The STI has been down for a few days. Saw Jardine Strategic (JSH) dropped to $31. JSH, with earnings per share of $3, will be quite interesting if it drops to $30 - at 10 times PER. Subscribe to: Posts (Atom). View my complete profile. Enter your search terms. Other Interesting Local Blogs. Security Analysis and Value Investments. Value Investment - Musicwhiz's Journey. Simple template. Template images by gaffera.
Thinknotleft: Portfolio as at end-June 2011
http://thinknotleft.blogspot.com/2011/07/portfolio-as-at-end-june-2011.html
Books and Investing in the Singapore Market. Friday, July 1, 2011. Portfolio as at end-June 2011. My portfolio as at 1 July consists of the following stocks: AIMSAMPREIT, Eratat, Heeton, Hongwei, Leader Environment, Qingmei, Sabana and Techcomp. China Taisan is sold due to its poor Q1 results. Intiate a stake in Sabana as it provides around 9.5% dividend yield. Added: Qingmei, Leader Environment, Heeton and Eratat,. Qingmei and Eratat are my largest shareholdings. Having a concentrated portfolio implies ...
Thinknotleft: May 2014
http://thinknotleft.blogspot.com/2014_05_01_archive.html
Books and Investing in the Singapore Market. Friday, May 2, 2014. Book Notes: The Chaos Imperative. The Chaos Imperative by Ori Brafman. How Organised Chaos can lead to serendipity or unexpected positive results. On the Five Rules of Chaos:. 1) Avoid Lure of Data Measurements:. 2) It's Organised Chaos. The chaos need structure to work but the structure also need chaos to handle uncertainty. 3) Make White Space Productive. 4) Reach out to Unusual Suspect. Whenever we talk about 'they' - someone from a dif...
Thinknotleft: Book Notes: The Chaos Imperative
http://thinknotleft.blogspot.com/2014/05/book-notes-chaos-imperative.html
Books and Investing in the Singapore Market. Friday, May 2, 2014. Book Notes: The Chaos Imperative. The Chaos Imperative by Ori Brafman. How Organised Chaos can lead to serendipity or unexpected positive results. On the Five Rules of Chaos:. 1) Avoid Lure of Data Measurements:. 2) It's Organised Chaos. The chaos need structure to work but the structure also need chaos to handle uncertainty. 3) Make White Space Productive. 4) Reach out to Unusual Suspect. Whenever we talk about 'they' - someone from a dif...
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SKEWeD LOGIC
The official and public blog of the mutant splitzapper. If you are looking for an intelligent, informative, imaginative, inspired, critical and thought provoking undertakings, this is not the blog for you. This is a blog about everything while you will get nothing. Because everything has a reason, and there are reasons that only reason understands. For anything else, there is skewed logic. Thursday, September 22, 2011. Every blog site has its own story to tell. Friday, December 31, 2010. Basketball Playe...
The "Skewed" perspective | NOT Just another WordPress.com weblog
The “Skewed” perspective. NOT Just another WordPress.com weblog. Transformers 3D crash landing in Universal Orlando – Summer 2013. November 2, 2012. Is getting a new ride – Transformers 3D. For more information http:/ www.prepareforbattle.com. PetsMart.com Coupon for August 2010. August 9, 2010. Apply coupon code: BDAYDOG8. PETsMART has the coupon code BDAYDOG8 good for $4.00 off of a purchase of $15.00 or more and the coupon also stacks with items in the sale section. 599 Shipping w/ $60 Purchase. In my...
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skewed odds
Security Analysis and Investments. Saturday, March 21, 2015. CEO is not "aware" of the impact of convertible borrowings. Title should be CVD then, borrowed from Daniel Loeb. That has got to be one of the most glaring warning ever. On another note, heres an interesting read from Ray Dalios of Bridgewater. On not knowing and how to know what you dont know. The article link is from II. Links to this post. Saturday, March 14, 2015. Hi all, happy to say learning programming does have its benefits; managed to ...
skewed-sundayshop.blogspot.com
skewed sundayshop
Wednesday, November 9, 2011. I sincerely apologized for the lack of activity in this blog, due to the fact that im now literally "married" to my job! I will be having an update soon enough! Insyaallah this Sunday (if all goes well n i dont have to work weekends o 0! I have few new paisley maxi dresses, few new shawls design and some (or alot! Of pre-loved items to let go (all new or in good condition! So do look out for my update, Insyaallah this Sunday :). Posted by nurul sss. Tuesday, April 26, 2011.
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The domain skewed.com. May be for sale by its owner! This page provided to the domain owner free. By Sedo's Domain Parking. Disclaimer: Domain owner and Sedo maintain no relationship with third party advertisers. Reference to any specific service or trade mark is not controlled by Sedo or domain owner and does not constitute or imply its association, endorsement or recommendation.
