So Ipomember, what do you proposed? Since you're against DCF valuation, yet all you have written are subjective i.e. good management, what valuation would you use then?
I must admit Felicity is good. But take an example her analysis on Ecoworld, well all the reasons she stated aint anything new, but you will be bewildered how would she derive to value that Ecoworld should be worth more than 3 bil. She is good but the whole post is more like a good story telling. I can story tell and come up thinking Ecoworld is worth 10 bil. As Stockmanmy says, gut feelings mah. Why do so many valuation, just look at management, wah Datuk Liew, sure 10 bil.
All you have to do now is... to harness... to simplify... to structure... to do the necessary... on how you identify growth companies... into a step by step approach..... that is simple yet reasonably reliable to use..
Posted by leno > Jun 21, 2016 09:40 AM | Report Abuse Stock manny ... name one wat-fak-growth stock and KC CHong to name one wat-fak-value stock TODAY ... and we see the result by end of june THIS year 2016 ... meaning about 10 days to go. See who win than can tok more kok.
What, is that what you understand about investing?
Tikam kah?
"tok kok is cheap ... any fakkers also can tok kok"
ohh...that real one and only unmatched guru - leno...everyone in i3 know la... any pussycat can challenge the throne?
though the time frame of 2016 is too short to conclude on any investment thesis....I am thinking the winners (especially with large portfolio) may truly deserve some credibility on their skills..
at the end, it is not the method .. but result is the matter. And we mean REAL RESULT ... not main-main portfolio result hor ... HAHAHHAHAHA ... HAHAHAHAHAH ... leno the most panlai alredi give u all ONE good tip ... PMCORP CANTEEEEEEEEKKK AAAAAAAAAAAAAAA !!!
wat insas ? NEver heard of insas in my life. i onli has PMCORP niah .... i believe it must be that bugger calvin tan use my name to promote insas liaw ...
If cannot do what r°Moi asked for.. then just stop la
Imagine following you... IB analyst coming up with FV like this....
A one liner...
Based on gut feeling CIMB is going to be 3.50 one of these days Period
Bbbbbblllllaaaaaaaaaaahhhhhh
r°Moi Stockmanmy
You could well be on to something good...
All you have to do now is... to harness... to simplify... to structure... to do the necessary... on how you identify growth companies... into a step by step approach..... that is simple yet reasonably reliable to use..
actual stockman...is one the smartest people around...he does not need to do any calculations...he just need to know who are the established investors...poke them...challenge them...gain insights...still not confident..poke their opponent more..and then buy...saves a lot of time right? he he he...
to summarise everi thing here is as below 1. kcchong all tok .. angin onli 2. stockmanni all tok .. also angin onli 3. all must follow leno the most panlai .. less tok, action onli PMCORP CANTEEEEEEEEEKKK !!!
Don't trust anyone, trust yourself. Especially those bloggers: icon, kcc, bla bla bla chicks, , whatever they recommend, be careful on it, don't simply go in, avoid those stocks or dump it.
Anyone unhappy made big lost, can hirE sniper to kill those bloggers also. One die then all will goNE forever. LOL
You better be careful don't simply joke like that. Your joke can be misconstrued as a threat. There will be consequences if somebody or police decided to take action against you. I have been in i3 for so long, "kill" is a word I stay far far away from
You are taking it too lightly
Ryan88 Anyone unhappy made big lost, can hirE sniper to kill those bloggers also. One die then all will goNE forever. LOL 21/06/2016 23:20
it doesn't matter whether police or anybody will take action against you. But your use of "kill" word sets a very bad example for others to follow. We are all members of this forum, let's try to at least preserve its integrity. If everybody starts following you and starts incorporating the Kill word in their discussions, can you imagine what i3 will become ?
For that reason, I appeal to everybody here to never ever use that word
You have showed me some examples of your work Spread sheets of some sort of financial analysis.........
Don't you ever do any analysis of business risks, and analysis of business operations and business analysis. ?
The warning on all on your works is Final decision is yours as if washing your hands of all liabilities and claiming credit for when you are right....and all these based on an incomplete analysis.
Yes, that is right. Incomplete analysis.
I see you and sifus in i3 keep talk about FA and TA......as if that is the end of it....but where is the BA? the business analysis.
the real warning should be worded as....This is a FA and TA without a BA.
hi stockmanmy,could you let us know some of few companies that meet your growth criteria......been curious to know your way of investing.will not follow blindly but will study them first.hope u dont mind......
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This book is the result of the author's many years of experience and observation throughout his 26 years in the stockbroking industry. It was written for general public to learn to invest based on facts and not on fantasies or hearsay....
Ricky Yeo
1,637 posts
Posted by Ricky Yeo > 2016-06-21 06:05 | Report Abuse
So Ipomember, what do you proposed? Since you're against DCF valuation, yet all you have written are subjective i.e. good management, what valuation would you use then?