hurry , latest

the key to unlock the truth

the one key to bind them all.

https://klse.i3investor.com/servlets/forum/600121342.jsp

KYY earnings change, and catalysts,

almost as easy as E = mc 2

almost as powerful

After examining all the intrinsic valuations, target prices, DCF, Margin of safety, NTA, cash at bank, EV, not electric vehicle, ROIC, and comparing them to KYY earnings change, and catalysts, ....I would say approximately accurate is far better than precisely inaccurate.

far better....straight to the point.

calm down...cheoky, kc, who else?

your world falling down? Good.

out with the old, the new can come.

that is why an MCE / O level boy can beat all the CFAs and CPAs in the world. , at least in HK.....lol.

approximately accurate far better precisely inaccurate

the human brain tendency must first be conquered....without conquering that, how to conquer the world?



"Our mind is wired in such a way that it hates ambiguity and anything that can’t be measured by assigning a precise number to it is ambiguous to a human brain."

but it is the ambiguities that are far more important. The business sense and the people. The human brain can't handle too many lies....better focus on what is important than focusing on misleading stuffs.


At the end of the day...it is the MCE O level boy who do much better......lol.


Nothing like an outsider to show the experts how to do it properly.

After examining all the intrinsic valuations, target prices, DCF, Margin of safety, NTA, cash at bank, EV, not electric vehicle, ROIC, and comparing them to KYY earnings change, and catalysts, ....I would say approximately accurate is far better than precisely inaccurate.

In the Superforecasting book...the problem is laid squarely as follows....there is hardly ever any attempts to measure previous predictions ....economists, talking heads on TV, research analysts, ..another piece of news, and everybody forgets the previous predictions........lol......

.The author, Anshul Khare certainly know what he is writing about.....

The issue is.....do you?

ricky? probability, even KC? OTB? IB analysts? eyes?

Physics, especially quantum physics is another hobby of mine. Don't try to challenge me.

Newtonian physicists at one time think they can calculate every thing.

The so called value investors are akin to those dead Newtonian physicists...they think they can calculate every thing.......lol

Love this – more fiction has been created using Excel than Word.

Excel, or any spreadsheet software for that matter, is a dangerous tool. Relying too much on Excel driven models (like DCF etc.) can divert your attention away from things that really matter. There’s a lot of wisdom in the adage – Everything that can be counted doesn’t necessarily count.

80% sometimes 90% of DCF valuations are the terminal values. Its practically all fiction.

hahahaha


isn't this just good writing with what I have been been writing all along?

Physics envy is what I find in all value investing tool box and all IB research tp. investing. Especially of the Newtonian physics kind.....but the real world is controlled by quantum physics.

intrinsic values.....nothing is more intrinsic than cash companies ...go buy Puncak and miss the bull run.

win

An MCE/ O level guy can be extraordinarily successful in investments.

only needed right time, right place and right character...and reading habit.

I have left the corporate scene for more than 20 years.....not about to start any thing.

Children also grown up already...and successful even.

I just want my i3 and RHB account.....enough to keep me happy.

ven

I don't take serious assignments.....too stressful for me.

KYY invited me to see his corporate friends, I have declined each and every invitation ...except Jaks.

My ambition is to be like Value Partner.....sell BYD to Warren Buffet at its peak .

kc

you don't want to admit it....I too lazy to dig it up.


"about your holdings in JHM....so where is your previous post?


the post that says, until recently, your largest holding is in JHM...".......

3iii

stockmarket is capital of capitalism.
its the reason for the theory of evolution

why pretend otherwise?

From KLSE, my best hope for original research in technology is Vitrox....those guys are seriously good and spend tonnes of money on R & D

if you know tell me.....I heard Genting's Tau failed the last stage.


VenFx > Apr 24, 2017 01:29 PM | Report Abuse

Manmy,
Which counter has the equipment and expertise to cure stubborn diseases ?

How did your PAS members get into the casino?

Undi_PAS > Apr 24, 2017 01:28 PM | Report Abuse

We hate corrupt BN and many families destroyed due to Ah Long for gambling addicts. We will change everything if come to power in GE 14.

lee

what you call plp is just me being authentic......I think great guy, great philanthropist.

and I learn a lot about sailang.

when maverick has done his home work and when there are plenty of skeptics, there is maximum upside.

do you realise Genting is trader around NTA meaning all the dozens of casino licences are thrown in FOC.?

put it this way.....


there is no better blue chip in the whole of Malaysia than Genting.

One counter is a complete diversification of domestic and foreign earnings, casino, plantations, power, infrastructures, theme parks, entertainment...and until recently, even cancer cures.......lol


and no lack of catalysts.

kc

who teach you that you need to be an accountant to be successful in investing?

about your holdings in JHM....so where is your previous post?


the post that says, until recently, your largest holding is in JHM..........so rich, why you still need tuition fees?

ks....

SME CEOs how many without margin account, without OPM?

no margin account, no need ambition to be CEO.

humility....leave humility to the very rich and the very poor.

I don't need any more humility.

I need more authenticity, more authentic.

as for Sendai, now that KYY has revealed his hand, don't condemn it just yet.

It is Malaysia's very own MNC operating in 15 countries , 15,000 staff.

Not smart to condemn a maverick investor who invests in a turnaround situation. KYY is not a maverick for nothing.

KYY shares his investments, online, in real time....unlike that KC who out of the blue and all of a sudden says JHM is his biggest investment after JHM up 1000%......hahahaha.


so rich, why so angry with me for breaking your rice bowl?

all the idiots here especially that kc and the possible?

well, not interested. I go my own way.

icon

It was back in 1993 I receive research reports from Value Partners.

I am 61 now, don't forget.

it is first and foremost a marketing talk, as such things always are.

what did you expect? give you tips?

as a talk on fishing, on how to fish, I think it is good enough.


supersaiyan3 > Apr 23, 2017 06:58 PM | Report Abuse

Its good as a career talk, not an investment talk.

MYEG and Dnex fighting for turfs.

lee and pussy

I am happy and guiltless.

People wrong is their business...I know I am good and on right path, righteous even.

it also means not normal. Translated, is it a house of cards?

Capital Mall sold already?


tksw > Apr 23, 2017 05:36 PM | Report Abuse

abnormal means more than normal la. more than normal no good meh? stockmanmy sifu?

iching

I got enough Dao, plenty of Dao.

of course I have strong views about the limitations of financial information, ratios and formulas since I am a qualified accountant, remember?

we call it garbage in garbage out.

I don't do stuffs against my conscience,
never have, never will

of course I have strong views about the limitations of financial information, ratios and formulas since I am a qualified accountant, remember?



by Icon8888 > Apr 23, 2017 04:55 PM | Report Abuse

I don't say things without substance

I don't replace OTB.
no such ambition, never have and never will

I don't replace OTB.

OTB is still KYY principal remisier / adviser and I am not even remisier /adviser.

y Icon8888 > Apr 23, 2017 04:45 PM | Report Abuse

Many robbers and drug smuggle

If KC gets squeezed out....that is because he is not good enough, nothing to do with me.

KYY just told me KC/OTB would not buy Jaks/ Sendai because they reported losses but that is so short sighted.

Icon8888 > Apr 23, 2017 04:39 PM | Report Abuse

Oh that is not true

I guess it is difficult for you to understand quantum nature until you get past Newtonian physics.




probability > Apr 23, 2017 04:36 PM | Report Abuse

he uses quantum physics to describe nature and he is sure that one particle can be at two places at the same time...

raider...you know nothing useful in this game...no record to speak of and only know how to defame maverick super investor and public figure.

raider..you are total rubbish

KC cannot tolerate it when I state what is obvious ...........

Moral of the story.

You really need to be an outsider, with the right character, attributes to be extraordinarily successful in this business.

No CFA, no accountant, has risen so far, so high.

KC wants to make a living telling people about accounting stuffs....not knowing I am a qualified accountant myself....wants to call me fake accountant.

raider

I am still proud of my model portfolio in that ibot portfolio.

I think it represents a very good, very balanced portfolio that any professional would be proud of.

You are annoying, raider and a total bullshit.

ven

no point. I am always evolving, always growing, always learning, always dynamic.

let the past be the past, look only to the future basing on the present.

I am not like KC....suddenly, out of the blue , telling us JHM is his biggest investment...while I know you, ven made a huge killing in JHM and I made fum of JHM as a Proton contractor ...which it was, at one time.

haha

ven

I wouldn't show because showing will affect my future decisions.

I am so light, I don't need any parachute.


klee > Apr 23, 2017 02:22 PM | Report Abuse

Kyy has parachute,manmy the pooh dun.

you possess none of the characters needed for success in this field.
suggest you give up now.

cheoky > Apr 23, 2017 02:08 PM | Report Abuse

I m always shallow that why I wanna learn from deep sifu. To me, u try to be deep yet is actually shallow, maybe more shallow than me. To u, u should learn from icon or raider or just shut up if u r half baked.

ckeoky

clearly you are unable to dig deep enough to benefit...you too shallow.