The Oracle of Omaha has faced immense scrutiny over the past few months, mostly painting him in a less than optimal light. One of the events which have been repeated more than my mom has told me to do the dishes, include his reversal towards airline stocks. Market watchers estimate the losses to be in …
Berkshire Hathaway (NYSE : BRK.B) : Resilient Against the Market Read More »
From the data, it is pretty clear intuitively that the Singapore markets have an edge over US markets with high dividend yields + lower P/E ratios (trailing PE I suppose, not forward). But intuitively, we know that the US markets are obviously more attractive than what we have locally. The fallacies of everything P/E ratio …
US Equities P/E Ratios higher than SG Equities: A Bad Sign? Read More »
Fees are a major topic among Singaporean retail investors looking to diversify their investments abroad, and rightfully so. As Joshua Giersch, author of Rich By Retirement sagely states: “The easiest way to improve your investment returns is to pay less in fees” Simply put, it is one of the very few free lunches in the …
The beleaguered company has taken some extensive hits. With the evolving COVID-19 situation doing broad-based damage to global economies in the macro landscape, specifically how bad has Disney been hit? We dive into Disney’s quarterly earnings report and take a look at its 4 major operating segments to find out. 1. Media Networks (Revenue +28% …
Disney (NYSE: DIS): Short Term Volatility Meets Long Term Growth Read More »
Professor Damodaran raised poignant insights in his 8th viral market update relating to how the crisis has exacerbated or exposed certain fundamental beliefs. On a more personal note, Damodaran has been an enriching source of learning and I constantly find myself attempting to apply his teachings to my frameworks. The following piece focuses mainly on …
Damodaran’s Viral Market Update VIII and the Layman Investor Read More »
