This is something that I have posted in a comment some time back. I thought I would just expand it for discussion and see if it makes sense....

Needless to say, if the management team is paying themselves too well, pls avoid the company. Most annual reports of Singapore co.s these da...

Rights issue sucks! Let’s see how this works: Imagine you are the sole owner of Company ABC. It's better to think as a sole owner, it ...

One gauge for management which is often overlooked is how they manage the firm’s capital. Do they see the firm’s equity and cash on its bala...

Basically, bad management doesn’t have the shareholders in mind. Or if the bad management is the majority shareholder, they don’t have other...

Buffett lives by a few simple rules throughout his life. He has acquired them over the years and found them to be useful rules to live by. ...

This is the opposite of recurring revenue businesses . Basically, the company sells a product to a customer and that’s the end of it. There ...

To illustrate Pt 4 and 5 of the previous post , we look at a Singapore company: SMRT. As with railroads in other countries, SMRT is a kind o...

Companies with dominant global share are usually capable of generating supernormal profits. Sadly, in Singapore, such companies are hard to ...

There are businesses and there are businesses. Some companies just cannot generate good enough returns for shareholders not because manageme...