Price Price Price

The August chain of thoughts Thought 1: The not-so-overvalued stock market Amidst the negative headlines around stock-market overvaluation it is productive to question “is it really?” History has shown that a significant amount of bond-yield-outstripping-earning-yield is needed for a major market correction to wreak havoc on investors’ portfolio. For instance in the 3 years leading… Continue reading Price Price Price

‘Murica

I will be buying one of those classy Harley-Davidson…no not the actual cruiser…the stock of course! Harley Davidson (HOG) – the maker of Harley-Davidson motorcycles is grossly misunderstood, undervalued, and underappreciated. Misunderstood Mr. Market misunderstood the key driver of the luxury motorcycle business. It is not the international-sales, emerging-market or non-white-but-woman-black-Latino-ethnicity-driven growth BUT it is… Continue reading ‘Murica

Viet Moat Portfolio nửa đầu năm 2017

Mời bạn đọc xem: Kết quả của My Portfolio (rổ đầu tư cá nhân của mình) tại đây Kết quả chọn cổ phiếu/quỹ của My Portfolio tại đây Chi tiết về My Portfolio và Viet Moat Portfolio tại đây Giới thiệu về rổ Viet Moat Portfolio (VMP): VMP là rổ chứng khoán đại diện cho xấp xỉ 5%… Continue reading Viet Moat Portfolio nửa đầu năm 2017

Kết quả đầu tư “năng động”

This page is intended to evaluate my stock/fund picking skills It’s a shorter version of the bi-annually “Kết quả đầu tư” in order to let me and readers quickly assess my “active” investments. Stocks are benchmarked to MSCI World Index and funds are benchmarked to the indices designated by the fund managers. World Moat Portfolio… Continue reading Kết quả đầu tư “năng động”