CYWJ

due dilligence

How does one feel comfortable about his or her due diligence before entering a position?

Recently, I’ve had the pleasure of answering a question posted online in a value investing forum. As mentioned in the title, the question poster was interested to know the threshold at which an investor would feel confident enough in his or her due diligence (DD) to enter a position. I do not believe that a …

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US Equities P/E Ratios higher than SG Equities: A Bad Sign?

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 …

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Disney theme park stock market investment

Disney (NYSE: DIS): Short Term Volatility Meets Long Term Growth

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% …

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