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2020-12-09 20:04 | Report Abuse
soon 1 box of nitrile glove box will drop to us6 and its original price pre covid or maybe lesser due to more competition
2020-12-09 20:01 | Report Abuse
condolence to retailers trap in glove stock. actual selling price has already begun to drop. it peaked at usd8+ now its usd7+
2020-12-09 19:54 | Report Abuse
this forum is full of shlt lol.
2020-12-08 20:07 | Report Abuse
after all weak holders a flushed out
2020-12-06 13:42 | Report Abuse
hahaha. ur telling me u can time the market like a god. what if u have millions at stake 1 mistake will cause u everything.
2020-12-04 19:36 | Report Abuse
Bro move on.learn f4om mistake
2020-12-03 12:40 | Report Abuse
Sitting on 50% profit good run
2020-12-01 23:23 | Report Abuse
hahaha no. nice try
2020-11-26 18:28 | Report Abuse
samo50sg Sold AA at 2.8 in 2019. Made a profit. Then thrash talk others now?
Your history shows you go around alot of threads doing the same thing. Young pple these days. Sigh.
sold it at 2.8 and flaunt about it means nothing. average down airasia during the crisis and holding on to a good business means a lot more. not many ppl can do this feat
2020-11-25 21:15 | Report Abuse
there is no way airasia will bankcrupt the only risk it has is dilution.
2020-11-25 20:55 | Report Abuse
based on pe15; 32m annual profit tp: 84c +-10%
2020-11-18 20:39 | Report Abuse
looking at his article i can deduce that jon is one of the most neautral and human investor in this forum.
2020-11-15 22:17 | Report Abuse
anyone conducts a proper study on this company. it seems that this company was boycotted before when they decided to venture using their own brand. Any profit in revenue shows a good sign they may have succeed
2020-11-10 10:32 | Report Abuse
the result okay i think will stuck at this price for another quarter
2020-10-15 12:41 | Report Abuse
I thibk the only one with less than 60c average is me
2020-10-15 12:40 | Report Abuse
I collect this stock that time u all still wear pampers
2020-05-13 20:30 | Report Abuse
same goes to topglove current capacity 90% even at maximum its only 100%. build factory takes time. at the very least 1 year to be operational. by the time covid 19 is gone who knows.
2020-05-13 20:28 | Report Abuse
even at max capacity i doubt their growth would exceed 15%. so its fucking overvalue
2020-05-13 19:48 | Report Abuse
i leave there for 1 y+ come back earn 200% edi. awesome
2019-02-21 21:53 | Report Abuse
chill choivo great mind is hard to fathom
2019-02-20 18:55 | Report Abuse
Gamuda by far one of my biggest position glad to hold long term
2019-02-20 18:53 | Report Abuse
This result rm2 also no problem
2019-02-12 17:08 | Report Abuse
i like joetay pick. can see what kind of person she is from her pick
2019-02-12 09:09 | Report Abuse
u are paying 11bil for company that is making roughly 200mil even if it grow by 10% every year which is considered superb performance. u will only get your return of 11bil 20 years later. U are still not making money after 20 years.
looking at its pattern of growth i would say 6% per annum is reasonable and u will start getting back your money after 26 years. Entering at this price is it feasable
2019-02-09 11:10 | Report Abuse
actually your table is quite outdated. its actually up to 1gbps which is 10 times faster than unifi catching up to global leader xfinity which sells their service up to 2gbps. Theres a fine line between moat and niche and i dont think timecom have a moat even with the advantages it have among its peers here. In few years time, i see that its not an issue for timecom to take away consumers from tm due to the obvious difference starting from the whole klang valley using timecom.
however this kind of business can it be replicated? fibre optic business i cannot be certain.
Although it is undisputed that timecom is uncontested for now. and i dont really like u use the word cheap and moat together.
2019-01-22 23:10 | Report Abuse
dksh and its sad margin. it is cheap for a reason
2019-01-21 15:04 | Report Abuse
how is china con termination gamuda business lol
2019-01-14 02:20 | Report Abuse
not sustainable. no way this result can last one year
2019-01-14 02:17 | Report Abuse
ql has been very expensive since forever.
2019-01-09 19:03 | Report Abuse
i believe its a correction due to high pe
2019-01-08 14:27 | Report Abuse
article out already. still dont run?
2019-01-05 14:52 | Report Abuse
Most of tech stock is short life and in a more rapid speed. With each new technology implemented components will be different, methods will be different. Maybe semiconductor will be replaced by nano tech or hydrogen cell in the future who knows.
2019-01-05 12:57 | Report Abuse
Typo it’s 3 bear years
2019-01-05 12:55 | Report Abuse
Example only okay
2019-01-05 11:07 | Report Abuse
Posted by 10154899906070843 > Jan 4, 2019 10:39 PM | Report Abuse
Godhand, if growing from 300 million revebue per quarter to 900 million revenue is not a sign of a growing moat, please do describe to me a company that does exactly what QL is doing and does it better. Market leaders generally have a moat. And please don't simplify moats to just brand recognition, management performance can be a moat (Warren), size can be a moat, first adopters can be a moat.
Anyway, I'll make it easier for you. Find me an Asian company in this part of the world that competes directly just with ql lifestock farming division at 1.9 billion in revenue ( animal feed raw material production, day old chicken and broilers) and does it better than ql resources.
Go ahead. I'll pay you your research fees and eat my hat.
You would recognize a moat if it bit you in the ass(et).
_____________________________________________
It is call growing not moat. Moat is something that is very very hard to get close to or impossible to attack. Think of it this way, when the castle is surrounded with deep trench filled with water, how does the land unit attack the castle?
Do you think its impossible to replicate ql egg business?? To me its a no.
and one more thing i have to strongly disagree with you brand is everything. Management will die off, brand will stay there forever. If the brand is tie to a person, the company is bound to die. Example = Apple
2019-01-05 10:53 | Report Abuse
Reason is simple. If I have 10million. and i get average 12% cagr in 30 years i will have 500million.
2019-01-05 10:50 | Report Abuse
Icon8888 Yes. Jon will very likely underperform in bull and in normal market
That is the weak link of his investing model
Which is why I until now is still not convinced that it is suitable for him
05/01/2019 06:11
As long as his cagr can beat the inflation of 4-5%, he will be growing his networth in value.
say he make 15% every year for 9 years in bull market. loss 15% in bear market. his cagr will be 12% . with capital of 100k u will get arnd 300k. in 28 years bull market 2 years bear market, u will get arnd 5 millions.
The most important factor is never to lose money in investing
what icon say is true, work on your capital first. however i have other perspective. dont gamble in your investment. u can risk in your business work on your earning power. say if your yearly income is 50k make it 500k first or 1million per year. then only focus on investment.
Stock: [SUPERMX]: SUPERMAX CORPORATION BHD
2020-12-09 20:45 | Report Abuse
sry man truth hurts. recovery to normal period means selling price of nitrile glove will go back to pre covid price. this counter can have 10billion profit per year but so what. whats after that