Dig for the Divergent Strong Leaders, Follow the Smart Money

1.) Invest in Stories you know using the market uncertainty as a better entry point for your margin of safety “Analysts are trying not to stick out their necks. They are probably not really sure about how the economy is going to play out over the next couple of months. They are using that as … Continue reading

Useful Links for August 31, 2010

After 4 days of meeting Ms. Zhang, Mr. Pan proposed. (Woah! Is that love at first sight or what?) Anyway, An interesting cover writeup from Bloomberg Magazine re Soho China. Sweatshop worker turned China’s Billionaire Builder. No Joke. If the market really believed the double-dip story … materials stocks would not be doing this well, … Continue reading

Skyworth Digital – Indiscriminate Selling?

Reference: August 30,2010.  Leon Chik,CFA & Andrew Hsu.  JPMorgan. SMID Cap Ideas: Looking for opportunities from big earnings beats and misses Skyworth Digital (751 HK; JPM TP:HK$8.00) Summary of JPM’s view: Skyworth Digital (751HK) followed losses from its industry peer TCL (1070HK) after a profit warning. Valuation: At current prices of 4.00-4.30, Skyworth is trading … Continue reading