Businessman Investor

Site Details
Current Rank: 41 (Business & Finance)
Site Description: Touching base with the rational business psyche of stock market investors
Date Joined: Aug 23, 2011

Tags: value investing, filipino value investors, filipino businessmen, philippine stock market, stock investing

Latest Blog Posts

Astonishing Role of Capitalism in Passive Wealth Building
on Oct 17, 2011 in Value Investing Chemrez Technologies (COAT) Management Hedge Fund Compounding Paradigm Shift Capitalism has astonishingly imposed and facilitated our preferred, ideal setup—Chemrez’s management doing its job of running the company, taking care of the technical burden for us, while we, being investors, duly reaping the economic rewards, e...

Acquisition Moves and Exploitation of Market Misalignments
on Oct 16, 2011 in Value Investing Chemrez Technologies (COAT) Hedge Fund Paradigm Shift One of the chief reasons which have prompted our purchase of Chemrez shares was due to a market anomaly which I often exploit—particularly, companies selling below their equity or book value.  This is Part 6 of a Series. Go to Part 5...

Reporting Hedge Fund Performance
on Oct 15, 2011 in Value Investing Portfolio Performance Hedge Fund Compounding Paradigm Shift Time-Weighted Return Great investment operations endure the test of time, spanning decades of consistently compounding money. Along these lines, we strongly maintain and attempt to be the same and consistently reach double digits growth on an annual-basis.  This is...

Accounting as the Language of Business
on Oct 13, 2011 in Value Investing Management Cash Flow Statement Income Statement Hedge Fund Paradigm Shift Balance Sheet We, as passive investors should be shrewd businessmen, having the technical operations of the business delegated but still mindful and prudently watchful of the state of our assets.  This is Part 4 of a Series. Go to Part 3: Conservative Expecta...

Conservative Expectation on Rate of Return
on Oct 12, 2011 in Value Investing Hedge Fund Compounding Paradigm Shift Return on Equity We shall have a more conservative expectation on our rate of return, limiting it and not being excessively optimistic in our prospect than what our underlying held companies, in their operational and financial capacities as real businesses, can reali...

A Filipino Hedge Fund
on Oct 11, 2011 in Value Investing Legal Hedge Fund Paradigm Shift Legally, our fund is a private investment firm organized as a limited partnership (wherein you are the limited capitalist partners, and I am, while also being a contributing capitalist partner, the designated general industrial partner) whose primary...

Business Perspective Attitude and Owner Mentality
on Oct 11, 2011 in Value Investing Hedge Fund Compounding Paradigm Shift Stocks, by their very nature, are long-term; evaluating them, as true businessmen do, takes into consideration the years it commonly takes to recoup initial outlay, conservatively vouching on the cash-generating economics of the venture. This is Part...

The Uncertainty of Bottom-Fishing Versus the Certainty of Striking the Bargain Deal Now
on Oct 3, 2011 in Paradigm Shift Bargain! What are you waiting for? You can never be so sure when the bottom is coming.  That's the uncertainty. You can, however, assess the bargain deal now, and strike it now. That's the certainty. This is Part 2 of a Series. Go to Part 1...

The Uncertainty of Price Movement Versus the Certainty of Underlying Value in Bear Markets
on Oct 3, 2011 in Free Cash Flow Yield Margin of Safety Dividend Yield Equity Value Earnings Yield Paradigm Shift The Age of the Bear. There's no guarantee the stock will stop falling despite buying it at a bargain. But never mind that, because the intent anyway is to capture gains not necessarily through stock price appreciation but through consistent, predicta...

How to Quickly Assess a Likely Long-term Rate of Return Given a Stock’s Current Price
on Sep 24, 2011 in Free Cash Flow Yield Margin of Safety Equity Bond Cash Hoard Equity Perpetuity Hindsight. While we know by hindsight what the excellent business is capable of performing, we downplay our prospects of it, and content ourselves with the more likely, easily achievable, conservative scenario. This is Part 1 of a Series. I’m star...

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