Lone wolf investor

  (Image credit: AZquotes.com) Market Summary 7-13 July 2025 *USA* + Fed most officials considered a reduction in fed funds rate likely to be appropriate at some point this year  -Trump administration official suggested that Jerome Powell is reportedly considering resigning  + US consumer inflation expectations for the year ahead declined to 3% in Jun, from 3.2% in May, lowest in 5 mths   + US initial jobless claims fell 5000 from pervious wk to 227,000, 4th consecutive decline to lowest count in 7 weeks  + US govt recorded a US$27bn budget surplus in Jun, receipts totalled US$526.4bn, driven largely by individual income taxes and social insurance contributions  ± Trump urged Fed Reserves to slash interest rates by at least 3% -Fed minutes show little support for interest rate cut late this mth  -Trump again extended deadline to seal country-by-country trade agreements until Aug 1   -Trump threatened to impose additional 10% tariff on any country ...

  (Image Credit: Banyan Group; Laguna Lakelands) The below article is for educational purpose only. Kindly refrain from taking any action. It shouldn’t constitute as an investment advice. Please read the disclaimer . Banyan Group The Great Mystery part 2 Undervalued land bank is being monetised  Conservative accounting  Supercharged earnings I have been reading up more on Banyan after my recent purchase. There are a couple of things that come to my attention after going through their latest annual report. The management in an Edge article dated late 2024 mentions the Phuket land is worth USD $4b to $5b. I have decided to do an investigation on their accounting methodology and balance sheet. You can read part 1 here. I dig further into the accounting rules of Banyan Group. The company kept the land using the cost accounting model. I assumed land bought many years ago is still kept at initial cost minus depreciation. From the screenshot. (Source: Banyan Group annual report ...

  (Contents) It has been a while since I last wrote an article on Wolf Review and Wolf Bargain. Today I will combine both into one concise article. Kara Gammell , the author, is also a personal finance expert. Her column in the Metro newspaper is well followed by many readers in the UK. If one has a revenue problem, it is time to tackle the cost side of things. If one can’t make more, minimally, look at the spending. This book The   Bargain Hunter  teaches practical and innovative hacks on saving money. Some of which I have not even thought of. The book was written for the UK audience, but some money-saving tips are universal. It is applicable anywhere. The author segregated the book into 6 main chapters where one can save money in Home & Household, Work & Finances, Family, Leisure, Personal and Travel. I will be able to give some examples in a local context. Home & Household 1.) Water and electricity bills  Both items took away a big chunk of household e...

  The below article is for educational purpose only. Kindly refrain from taking any action. It shouldn’t constitute as an investment advice. Please read the disclaimer . I have decided to get sober on Thai Beverage. The stock performance is poor given STI had just broken our all time high and ThaiBev struggling at near 13-year low. The stock is down close to 15% for the year. I am expecting maybe a quarter or two of poor results to continue due to economic woes in Thailand as weak consumption affecting sales.  The conclusion of trade deal between US-Vietnam will help ThaiBev given Vietnam is their second largest market after Thailand. Lower input cost will have a positive impact on margins. With the rising positive sentiment in the Singapore market. The revival of a Beerco or Spiritco listing can’t be ruled out. I think the odds are favourable at current level. They own Vinamilk, the biggest dairy company in Vietnam, Sabeco, the largest beer company in Vietnam and Fraser and N...

(Image credit: Mandai Rainforest Resort by Banyan Tree) Lone Wolf Fund(LWF) Portfolio as at end of June 2025 1.) Cash 2.) Banyan Group 3.)  ComfortDelGro Corporation   *Stocks are not rank in accordance to capital invested .  *Just for sharing. Not an inducement to buy or sell . Commentary The US strike on Iran’s nuclear facilities has pushed the war in the Middle East across the rubicon. Further involvement by the US is likely to meet with Russian and Chinese resistance. I suspect both countries will be providing undercover support for Iran, which is part of BRICS grouping. Oil prices rising above 100 bucks will push the fragile world economy into recession. If there is an expanded war in the Middle East. More wealthy Middle Eastern refugees will seek shelter in other parts of the world. The best solution for peace is for all the leaders who are in favour of wars to be gathered in a Vatican-style conclave under locks and keys until a solution is found. This is your silly...