thevaluethoughts

[dzwm87]

Hi all

I have recently started a website which will be an archive of my investing journey.

There will be updates on my opinion on general market sentiments, valuation method or just general thoughts on investing. But mainly, I will be including stocks which I have researched on. Will be posting on the site so as to allow others to uncover any blind spots which I might have missed out in my research.

http://thevaluethought.wordpress.com/

Thanks!

[Jared Seah]

Well done! Looking forward to more posts from you

I am "poisoned" by my own experience - I tend to follow what's work for me. Which is another way of saying I stay in my comfort zone.

It will be great to read see things from the perspective from the "young". It would keep me fresh and "young-at-heart".

Hope you don't mind my "poking" from time to time. I do it to test my own understanding, and of course to test the strenght of your conviction

Cheers!
Jared Seah

[dzwm87]

Sure no problem! Won't mind the "poking". In fact, that is what I want to garner for my site. Last thing I want is to build a cloud of complacency. After all, we all want to generate a consistent returns and discipline is the key to it.

[dzwm87]

Have updated the site with a new research article on "HG Metal" - it was also covered on the HG Metal thread on this forum.

[dzwm87]

Updated

[dzwm87]

Updated - with China Minzhong research

China Minzhong Research

[dzwm87]

Updated!

Mistake #2 - All In!

[Musicwhiz]

Updated!

Thanks for sharing - I can relate to that as I had been through the same problem during the 2008-2009 bear market. Realization that I needed to average down was tempered by the fact that my funds were limited, and of course a bear market being what it is also tends to drain you of cash quite quickly.

During normal times or periods where the market has dropped slightly (referring to 2011 - 17% is considered "slight"), it is easy to adopt a strategy of having sufficient cash to average down. The much harder problem comes when there is a real and sustained crash. Suddenly everything is cheap, everything is on sale and you can't grab enough. The discerning (and prudent) investor will focus on the investments with the best risk-reward ratio, and will continue to limit his investment exposure in order to store up adequate ammunition to be able to buy more.

Granted, the above is just an academic exercise. In real bear markets, most people I know of run out of cash long before the market bottoms out......

[dzwm87]

Updated with research report on CSE Global

Thevaluethought

[dzwm87]

Updated with an article on questions related to value investing