I woke up in a hot Friday morning and turned on my computer while making my glass of tea. The
Continue readingA Value Investor’s Job is to Catch Falling Knives
My investment in SCC has been one of the worst performer in my portfolio. It is currently down 30% (more
Continue readingPortfolio Update – February 2019
It is another month and things have been looking pretty good. We made progress with the portfolio and some more
Continue readingWarren Buffett’s Kraft Heinz Investment Plunges
Reading Warren Buffett’s biography taught me that this master investor shines not when his holdings went up, but when his
Continue readingWhat is the Intrinsic Value of a Company?
Perhaps the most asked question of a beginning value investor is this question: “How do we know the intrinsic value
Continue readingA Value Investor’s Experience Calling Investor Relations
The following post is about a value investor’s experience in calling the investor relations department of public companies. Credits go
Continue readingMy Investment in Frontdoor Inc (US Stock)
I have been holding this stock since November of last year (2018) and just this now that I remembered to
Continue readingWhat is the Best Investment Strategy in a Sideways Market?
I was recently asked this question, “What is the best investment strategy in a sideways market?”. And it took me
Continue readingPortfolio Update – January 2019
We made it to another month and now comes the portfolio update. The month has been cold, and so is
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