Capital Expenditure Ex Depreciation to Sales and Sales over Invest Capital to find Economic Moats
The role of an investor prospecting businesses is to always be educated how differently they can look at a business and what they can gather …
The role of an investor prospecting businesses is to always be educated how differently they can look at a business and what they can gather …
Introduction Been some time since I was able to sit down and think about a company. I also been feeling that in the Singapore finance …
Price of SIA Engineering have come down a fair bit this week. We take a look at it. (SIA ENGG is tracked in the Dividend …
In the book The Outsiders, one of the profiled leader that is being said as a great capital allocator was John Malone of TCI. The …
Warren Buffett’s 18% holding IBM misses first quarter earnings amid rumors of restructuring and weak sales. I didn’t hear this news on any of my …
Mapletree industrial’s latest build to suit contains an economic moat that provides visible rent stability for thee trust. MIT just announce a deal to build …
From the annual report this is the list: Majority of them have the common theme of doing well in an inflationary environment. Else they have …
UMS Holdings is a Singapore Precision Engineering Group that carries out Contract Equipment Manufacturing and Semi Conductor Manufacturing. It is in a business that really …
One big lesson learnt this year is that while people see good management is important, it is not an economic moat by itself. The ability …
One of my main pillars when comparing or choosing a stock to invest in is understanding the business model. Understanding the model, its strength, weakness, …