In my previous article, I wrote about the importance of having the right mental mindset in order to enact a perfect execution strategy in investing. Well, literally speaking, there isn’t a perfect execution strategy or formula that we can imposed all the time but we can strive to do better from time to time. In…
Author: brianhalim
The Art of Execution – Investing [Series]
Most new investors step into the stock market learning through the fundamental series of the company. Don’t get me wrong – understanding the basic function of how a business works in the real world and how they are being valued is very important in investing but they are just half a battle won. Most people…
Aug 2021 – Portfolio & Transaction Updates + $85k Savings Activated
What a busy month we have since the last update! We had so much entertainment in the past week ranging from the Chinese market meltdown due to the regulatory crackdown to the Olympic matches which my family and I watched with enthusiastically on the television every single day inspiring to be better. The Olympics in…
Tencent Holdings Ltd (HKG: 0700) – Why I Think This Is A Compelling Golden Opportunity Buy For Investors + DCF Model
Tencent Holdings Ltd is one conglomerate company in China which has triumphed and dominated so many winners in the past few years that it has become increasingly difficult for investors to buy in and own them simply because they keep on getting better and stronger each year. In fact, if we look across the past…
Alibaba Group Holdings – FY2022 Q1 Earnings + Live Conference Q & A
Alibaba Group Holdings started the new fiscal year quarter 1 reporting for FY2022 by delivering a pretty decent results. Revenue for the quarter is at US$31.8 billion, which represents a 34% increase year on year. This includes the consolidation of Sun Art, which was consolidated into the Group numbers from previous quarter. Without Sun Art,…
3 Things You May Want To Know About Tencent and Netease > 10% Shares Drop Today
This will be a quick post to touch upon the 3 things that are related to gaming industry, particularly Tencent – given that it is currently the talk of the town at the moment. In case you have not heard of the news that were circulating this morning, China’s state-run Economic Information Journal Daily –…
Global Mid-Year Market Outlook 2021 – 31 July 2021
The three main US indices – Dow Jones, S&P500 and Nasdaq have now all reached all-time peak high in 2021 and have consistently rotated among themselves in contention for the best performer in 2021. So far, all the three indices have hit double digit gains this year and adding that with the gains from the…
My Current Position In Chinese Tech Companies – Average Costs Revealed!
I’ve been receiving tons of questions on my emails since the last couple of posts from readers asking me if it is a good time to enter the Chinese tech market and what’s my current my average costs on some of the companies that I am still holding so far. Now, I’ve been writing regularly…
Endurance & Patience Are Key To Long Drawn Chinese Tech Battle
We’ve had the Chinese tech markets tanking for the past couple months but we’ve never hit the first real wave of panic and capitulation like what the market was experiencing today. The HSI Tech dropped a massive ~7% as the relentless ongoing threat of restrictions and political risk continues to persist. This has dragged the…
Is China Education Stock $TAL $EDU $GOTU Going To Zero Value?
On Friday last week, investors investing in China education stock received a huge shock after major financial news reported further restrictions to the education tech sector bringing in further rules and regulations in order to curb the economy plan of the country further. This has sent over major big cap names plunging heavily down on…