17-02-2016, 09:15 PM
may be? may be not.
cf, you had given a likely option a).
It may also be:
b) A local co, that looks like S-Chip and operate like S-Chip.
or:
c) A local co, that looks like local co and operate like S-Chip.
or even may be:
d) A S-Chip, that looks like local co and operate like S-Chip.
and more permutations.
These are not important.
2 things that I think:
1. There are many type of people/investor (with different experience, investment style, money).
Each will have different understanding of Yanlord.
An expert/guru might think that is a) but does it make Yanlord a)?
2. Even if the expert/guru is right about Yanlord being a), as time goes by, will it change/evolve?
++++++++++++++++++++++++++++++++++++++++++
One thing I like to remind myself - mindfulness.
I wanted to see VB.com as a fun place for our valuebuddies to learn from each other.
---- Being "fundamental" or not.
Do we need to be so "accurate" in our definition?
++++++++++++++++++++++++++++++++++++++++++
I like Yanlord and it was in my watchlist for quite a long time.
I studies Yanlord and I'm quite familiar with its operation and numbers.
I'm also very mindful of d.o.g.'s post in distinguishing S-Chip and non-S-Chip.
At this moment, I'm not comfortable with Yanlord as "I THINK" it is too complicated to .....
There are a few much more simpler stocks which are equally if not more under-value that I can safely put my hard-earn money into it.
I'm looking for a 1 foot hurdle that I can jump across instead of a 2 foot (Yanlord - in this case).
BTW, wish all valuebuddies a peaceful and prosperous CNY 2016.
HUAT ah!!!
Love Compassion
cf, you had given a likely option a).
It may also be:
b) A local co, that looks like S-Chip and operate like S-Chip.
or:
c) A local co, that looks like local co and operate like S-Chip.
or even may be:
d) A S-Chip, that looks like local co and operate like S-Chip.
and more permutations.
These are not important.
2 things that I think:
1. There are many type of people/investor (with different experience, investment style, money).
Each will have different understanding of Yanlord.
An expert/guru might think that is a) but does it make Yanlord a)?
2. Even if the expert/guru is right about Yanlord being a), as time goes by, will it change/evolve?
++++++++++++++++++++++++++++++++++++++++++
One thing I like to remind myself - mindfulness.
I wanted to see VB.com as a fun place for our valuebuddies to learn from each other.
---- Being "fundamental" or not.
Do we need to be so "accurate" in our definition?
++++++++++++++++++++++++++++++++++++++++++
I like Yanlord and it was in my watchlist for quite a long time.
I studies Yanlord and I'm quite familiar with its operation and numbers.
I'm also very mindful of d.o.g.'s post in distinguishing S-Chip and non-S-Chip.
At this moment, I'm not comfortable with Yanlord as "I THINK" it is too complicated to .....
There are a few much more simpler stocks which are equally if not more under-value that I can safely put my hard-earn money into it.
I'm looking for a 1 foot hurdle that I can jump across instead of a 2 foot (Yanlord - in this case).
BTW, wish all valuebuddies a peaceful and prosperous CNY 2016.
HUAT ah!!!
Love Compassion
感恩 26 April 2019 Straco AGM ppt https://valuebuddies.com/thread-2915-pos...#pid152450