Lone Wolf Investor will be taking a 3 weeks break for a holiday. Updating of the blog will be patchy. Have a great December holiday everyone. God Bless. 🙏
(Image credit:Thai Beverage) I bought a position in Thai Beverage during my staycation. I had a GTD order filled. Here I am back in Thai Beverage at a lower price than before. A few points on Thailand situation. (Opportunity came knocking when you least expected, on vacation) 1.) Thailand has a new Prime Minister. He promised to call for an election in about 4 months’ time. I hope that will finally bring stability to the country. 2.) In the meantime, he is implementing the half-half policy. Small businesses will benefit from the government policy. The Thai government will co-fund half of consumer spending. 3.) The strengthening of the Thai Baht will have a positive currency translation as results are reported in Thai Baht. There will be a slight bump up in dividends in SGD term. 4.) The increase in F&N stock’s price increases the sotp valuation. 5.) Lower interest is expected from Thai central bank. Thai Bev do have a ton of borrowing. 6.) Lowering of tension at Thai-Ca...
(Image credit: Universal Pictures; Jaafar Michael in the movie, Michael) Space “ Jam ”(Scam) Scams are everywhere. The legit and the illegal. “ Remember the Time ” when a friend named “ Billie Jean ” sold you an investment that promised high return. Money gone and the friend no where to be found. At least for regulated products, investors still have legal recourse through Fidrec or the court. Some scams are hard to detect. They are sold with no clear definitions in “ Black or White .” Most scams disguise as unregulated investment, operating within the grey zone. All scams should be dealt with extra care. If the amount lost is small, it creates uncertainty over one’s ability to trust. If the amount is big, it creates a financial black hole, causing stress and eventually self-destruction. I was told of a business opportunity by a close friend. He has nothing to do with the scheme. He is a people person who enjoys meeting new people. My friend is in an organisation promoting busines...
(Image credit: Freepik.com) Before I start, I would like to pray for the victims and families of the horrific tragedy at Bondi Beach and those affected by the floods across South East Asia. May God grant those affected with peace and strength in their recovery. Amen. 🙏 My review will start by giving thanks to all my friends for their friendship and wisdom. With your kindness and guidance, my world is a much better place. Please take a rain cheque for more lunches and coffee in the coming year. Commentary Lone Wolf Fund(LWF) Portfolio as at end of Dec 2025 1.) Cash 2.) Genting Singapore *Stocks are not rank in accordance to capital invested . *Just for sharing. Not an inducement to buy or sell . LWF had a reasonable 2025. I probably did “67” for the year. The total return included dividends and cash yield came in at 18.5% unleveraged, which is higher than the previous 5 years average total returns of 17.5% and 13% over a 20-year period. Although the return was ...
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