Value Investment - Musicwhiz's Journey

Sg Musicwhiz Blogspot. My personal blog on my value investment journey, which incorporates principles of value investing espoused by Benjamin Graham,...

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Sgmusicwhiz.blogspot.com news digest

  • 5 years

    Portfolio Construction & Management

    Introduction
    Taking a break from the Kingsmen series, I decided to pen down my thoughts on portfolio construction and management, which is a topic which investment bloggers seldom (if ever) write about. During my time in the investment industry, I have had the privilege...

  • 5 years

    Kingsmen Creatives - Revisiting The Thesis Part 2

    Part 2 of this series exploring Kingsmen Creatives will focus on the Group's financials, namely revenue trends, margins and the all-important cash flow. I shall do this from a practical standpoint - what an investor looks for is essentially cash which...

  • 5 years

    Kingsmen Creatives - Revisiting The Thesis Part 1

    As readers of my blog way back from 2010-2012 would probably know, back then I performed a detailed 5-part analysis on Kingsmen Creatives and posted in on my blog. Of course, much has changed in the last 6.5 years and the Company has also evolved and...

  • 5 years

    August 2018 Portfolio Review

    As was the style with my blog previously, I would always do a month-end review and summary of all portfolio positions. The display would only include my purchase price, market price and capital gain/(loss). Please note that the portfolio review is simply...

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Updated: June 29, 2023
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Created: July 31, 2000

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