In one of the first posts I have done on this blog, I have described my investment framework. (https://exploitingmistermarket.com/2019/08/06/my-investment-framework/) I think it is critical to have a well grounded framework that starts from first principles and that matches a person’s analytical and behavioral traits and keeps them in check. Generally…
Category: Investment Philosophy
Dream International has acquired the Tarpaulin business from C & H. Mr Kyoo Yoon Choi, the controlling shareholder of Dream International holds 61.95% of C & H. So it is a connected transaction. The total consideration is around 125 million HKD. The revenue acquired totals 322 million HKD and 389…
Because emotions in investing can sometimes run wild, it is crucial to have a framework that guides investment decisions. My investing framework is derived from Warren Buffett’s reply to a question received during one of his shareholder meetings. (Link at the bottom of the post) Stocks are not pieces of…