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Be a Better Investor Part I: Using Insider Trades to Find The Very Best Investment Ideas

[Disclaimer; This post represents my opinion and is not financial advise. Caveat Emptor!!] It is difficult to determine if you should invest in a company simply because it is undervalued. Any tom, dick or harry can arrive at a company being undervalued and there are many ways to do it. It’s primary 5 mathematics at … Read more

Early Retirement Masterclass : Emigration Exercise (Part 2)

In December 2019, we ran the second installation of the Emigration exercise where students would crowdsource information on the web to determine where would be a good place to emigrate to. Like the previous round, the following key assumptions were made : The class will ignore all work permit and VISA requirements of the target … Read more

Frasers Logistics & Industrial Trust (FLT) & Frasers Commercial Trust (FCOT): Better Together OR Apart?

KK is the chief number cruncher at Risk N Returns where he talks to himself about Investing and Personal Finance. He likes a good investment idea as much as a great cup of bubble tea. Website: www.risknreturns.com Facebook: www.facebook.com/risknreturns Introduction 2019 has been a year marked by mergers and acquisitions (M&A) in the S-REIT space. … Read more

Non-Binding Proposals: A Case for Accordia Golf Trust

Accordia Golf Trust, a business trust, has always been a counter that is under monitoring by every batch of ERM (‘Early Retirement Masterclass’) students and yet it does not have an active role to play in all the portfolios we have built so far. We simply could not build a strong business case in the … Read more

Does the “undervalued effect” work in Singapore?

The difference between the returns of stocks with a low Price to Book ratio and those with a high PB ratio was one of the three factors use in Eugene Fama and Kenneth French’s Three-Factor Model that was made in 1993. The idea is that buying stocks which are undervalued would outperform those with a … Read more