Author Archives: valuecompound

The Importance of “Moat” – Case Study: SnapChat

DISCLAIMER (1): All writings were done at the time of the event/research. The view offered does not limit the writer from possibly taking other perspectives in the future. DISCLAIMER (2): ALL STOCK ADVICE WAS OFFERED WITH THE MOST RECENT INFORMATION AT THE TIME OF THE WRITING. BE WARE THAT THE MARKET CONDITIONS DISCUSSED COULD POSSIBLY […]

Brexit? Far From the Most Important Issue.

DISCLAIMER (1): All writings were done at the time of the event/research. The view offered does not limit the writer from possibly taking other perspectives in the future. DISCLAIMER (2): ALL STOCK ADVICE WAS OFFERED WITH THE MOST RECENT INFORMATION AT THE TIME OF THE WRITING. BE WARE THAT THE MARKET CONDITIONS DISCUSSED COULD POSSIBLY […]

Microsoft Just Wasted 26 Billion Dollars

DISCLAIMER (1): All writings were done at the time of the event/research. The view offered does not limit the writer from possibly taking other perspectives in the future. DISCLAIMER (2): ALL STOCK ADVICE WAS OFFERED WITH THE MOST RECENT INFORMATION AT THE TIME OF THE WRITING. BE WARE THAT THE MARKET CONDITIONS DISCUSSED COULD POSSIBLY […]

Goners Count Down

DISCLAIMER (1): All writings were done at the time of the event/research. The view offered does not limit the writer from possibly taking other perspectives in the future. DISCLAIMER (2): ALL STOCK ADVICE WAS OFFERED WITH THE MOST RECENT INFORMATION AT THE TIME OF THE WRITING. BE WARE THAT THE MARKET CONDITIONS DISCUSSED COULD POSSIBLY […]

Run a Business Like Michael Kors

DISCLAIMER (1): All writings were done at the time of the event/research. The view offered does not limit the writer from possibly taking other perspectives in the future. DISCLAIMER (2): ALL STOCK ADVICE WAS OFFERED WITH THE MOST RECENT INFORMATION AT THE TIME OF THE WRITING. BE WARE THAT THE MARKET CONDITIONS DISCUSSED COULD POSSIBLY […]

Valuation Trap Psychology

Have you ever wondered how the valuation of an asset actually works? How do we know how much exactly to pay for a share of company XYZ? Many professionals will make up sophisticated theories to answer these questions. However, few of them actually possess the most basic level of understandings. In fact, the current market […]

Valeant Being Taken Over? Doesn’t Make Sense!

DISCLAIMER (1): All writings were done at the time of the event/research. The view offered does not limit the writer from possibly taking other perspectives in the future. DISCLAIMER (2): ALL STOCK ADVICE WAS OFFERED WITH THE MOST RECENT INFORMATION AT THE TIME OF THE WRITING. BE WARE THAT THE MARKET CONDITIONS DISCUSSED COULD POSSIBLY […]

Why “You” Have the Upper Hand Against a Hedge Fund Manager

One of the questions that I am most asked is “Why does a regular retail investor, like mom and pop, who trade a few hundred shares at most at once, have the upper hand against a hedge fund manager who can call up CEO’s and manage billions of dollars?” I will explain that here. If […]

Valeant: Not “Sewer”, But Utter Crap!

DISCLAIMER (1): All writings were done at the time of the event/research. The view offered does not limit the writer from possibly taking other perspectives in the future. DISCLAIMER (2): ALL STOCK ADVICE WAS OFFERED WITH THE MOST RECENT INFORMATION AT THE TIME OF THE WRITING. BE WARE THAT THE MARKET CONDITIONS DISCUSSED COULD POSSIBLY […]

The Intelligent Investor

The Intelligent Investor is probably the most impactful and everlasting book ever written about investment. The book was authored by Benjamin Graham firstly in 1949. Multiple editions were published later by Graham himself. Graham was mostly known to be the teacher of Warren Buffett. Buffett recalls picking up a copy of The Intelligent Investor when he was […]