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14-09-2013, 05:55 PM
(This post was last modified: 14-09-2013, 05:57 PM by cyclone.)
How to Assess Competence and Honesty at Family-Owned Companies in Asia, with Yeo Seng Chong.
Nothing to do on weekend ? Listen to Mr Yeo on how to assess competence and honesty at family-owned companies in Asia. Mr Yeo Seng Chong is the Executive Chairman and CIO of Yeoman Capital Management, whose fund performance has a GAGR of 13.11% in 15 year 8 month ending 28 June 2013 (cumulative performance 589.34%).
Source :
Presentation to Client
Specuvestor: Asset - Business - Structure.
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(15-09-2013, 11:12 AM)yeokiwi Wrote: Spot Mr Yeo's book collection...
The Intelligent Investor.
Security Analysis x2
The value Imperative (found this in www.betterworldbooks.com.. bought one at US$10.53.. still left one more )
Competing on analytics
On the top deck :
- Competitive Strategy: Techniques for Analyzing Industries and Competitors ??
- You Can Be a Stock Market Genius
- Common Stocks and Uncommon Profit
- The Essays of Warren Buffet
- Value Investing : From Graham to Buffett and Beyond
- Competing on Analytics
- Beating the Street
- One Up On Wall Street
- The Value Imperative
The other 4 books are too blurred to spot on.
On the bottom deck :
- The first one. What book is it ??
- 2x Intelligent Investor
- 2x Security Analysis
Specuvestor: Asset - Business - Structure.
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The top shelves four books could be the four chapters official textbooks of CFA lvl 1 or 2 syllabus.
Their sizes fit.
Thumbs up for the clip.
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good video thanks for sharing, the final 5 points summary was good
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Thanks Cyclone!
Very informative.
My Dividend Investing Blog
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I do realize their funds charge a lot, front load, back load, managements fees
too bad I don't have enough $$ to invest in their fund, looks very solid
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I wonder if flat consistent dividends mean the absolute DPS figures or the payout ratio or both?
Companies that have a consistent payout ratio will see DPS move up or down.
If it is absolute DPS, the payout ratio decline form 70% to 10% (hypothesis, have not come across such companies), wouldn't that also say something about the integrity too?
Of course, companies can have a floor, e.g. they give 2cents year in year out, and when they have a good year, they pay special dividends.
I wonder how many companies in Singapore can be like the last case? I would buy in most probably
life goes in cycles, predictable yet uncontrollable; just like the markets, but markets give you a second chance
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