Stocks Bought

Total 16 Posts
Reviews of stocks we have purchased for our portfolio

Warren we still love you

As you know, Warren Buffett was scaring me with Berkshire Hathaway (NYSE: BRK-A) (NYSE: BRK-B) selling airlines (almost at any price), banks, and raising debt when he was sitting on a stack of cash

Banking on this software company

Over 40% of the top 20 largest banks in South-East Asia run this banking software including 3 of the 5 largest ASEAN super regional financial institutions. Fast growth and a high return on equity caught our eye. The deeper we dug the more we liked.

Now the rubber hits the road

One of the near term outcomes of the Covid-19 outbreak is that people are going to use public transport less and drive their cars more. More driving means more war and tear on tires.

Dragged over the coals

Covid-19 has certainly disrupted the coal mining business. Basically the government closed the economy, killing demand for electricity and since coal is a major input for electricity, killing the demand for coal.

Ready for take-off

Covid-19 tanked this technology company because of its exposure to the travel and tourism industries. But with people starting to travel more, this company is ready to take off again.

Who will profit from Covid-19 comercial space upheaval

It created one of the biggest opportunities we've seen in years as there was a lot of opportunity to do new leasing, reconfigure space, etc.

Profitable, fast growing SAAS provider with a beta of 0.30

This company has a great business and great financials - but at the same time has a remarkably low correlation (beta risk) with the market.
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