Lone wolf investor

  (Vietnam’s Legendary Revolutionary Leader, Ho Chi Minh) (The beautiful 5 stars Rex Hotel at downtown, HCMC) Hello or Xin Chào in Vietnamese. For the past week, I went on a trip to the former Capital City of South Vietnam, Ho Chi Minh City also known as Saigon. (Ho Chi Minh City Hall, A French inspired architecture) I have written a few commentaries about Vietnam in my blog on several occasions due to my investment in Boustead Singapore and Valuetronics. Both companies have a strong presence in the country. There are so many good things to talk about Vietnam, I can almost pass off as an unofficial influencer for the Vietnam economic promotion board. During my trip to Ho Chi Minh City, I can sense a new dawn for this awakening mini-dragon. The country gives me the same kind of vibes which I had on my trip to China in the early 2000s, just before China’s powerful growth in the next decade. If China had done so well by opening its economic doors, Vietnam could potentially be like China o

  It had been another year of fun and self learning. I had a lot of good food, bought a few good stocks, make a bit of capital gain, read some very impressive books and commented on some topics close to my heart. Thank you for joining me on my journey of discovery.  Below are some highlights of 2023 Wolf Bargain(shiok circuit) https://lonewolfinvestor.blogspot.com/2023/04/wolf-bargainshiok-circuit.html Wolf Bargain(Hawker Gems, Cheap Cheaper Cheapest!) https://lonewolfinvestor.blogspot.com/2023/07/wolf-bargainhawker-gems-cheap-cheaper.html Wolf Review(Musings 2 by George Yeo, co-created by Woon Tai Ho) https://lonewolfinvestor.blogspot.com/2023/09/wolf-reviewmusings-2-by-george-yeo-co.html I had wrote things in my blogs that are utmost concerning to me, below are three issues I had highlighted during the year. Wolf Money(portfolio update for end May 2023)part 1 https://lonewolfinvestor.blogspot.com/2023/05/wolf-moneyportfolio-update-for-end-may.html Meritocracy in our society Wolf Mone

  Tropical exhibition@National Gallery 18 Nov 2023-24 March 2024 Market Summary 27 Nov – 2 Dec 2023 🇺🇸 🇺🇸 🇺🇸 🇺🇸 🇺🇸  + US Personal Consumption Expenditures price index (PCE) up 3% in Oct YoY: prices for good up 0.2%, services up 4.4%, food prices up 2.4%, energy down + Powell resisted market’s anticipation of interest rate reductions, yet emphasised monetary is “sufficiently” restrictive  + US 10-year bond yield fell to 4.2%, almost hitting 3-mth low  - US manufacturing PMI confirmed at 49.4 in Nov, lowest in 3 mths: S&P Global  - ISM manufacturing PMI unchanged at 46.7 in Nov, 13 consecutive mth stayed below 50, new orders continue to decline, factory employment decreases as hiring slows down   - US pending home sales decline 1.5% MoM in Oct, pushing the index to 71.4, lowest since records began in 2001  + US construction spending rose 0.6% MoM to seasonally adjusted annual rate of US$2027.1bn in Oct, beating estimates  + US average rate on 30-yr fixed mortgage at 7.22% a

  (Merry X’mas and A Happy New Year everyone) Lone Wolf Fund(LWF) Portfolio as at end of November  1.) Cash 2.)  Valuetronics Holdings Limited   3.)  SBS Transit   4.)  Boustead Singapore(BSL) *Stocks are not rank in accordance to capital invested .  *Just for sharing. Not an inducement to buy or sell . Commentary   The Cashare portfolio of companies continue to offer stability to Lone Wolf Fund. Just to recap on my pivot into buying companies with huge cash or cash equivalents in their books. The huge cash pile adds to earnings growth of SBS Transit, Valuetronics and Boustead in the recently concluded earnings season due to tailwind from higher interest income. All companies in my portfolio had shown an improvement in earnings even though some companies’ revenues were lighter year on year. The high cash holdings will probably keep all the companies in portfolio out of trouble for the foreseeable future. There are possibility of those companies return excess cash to shareholders. The

  Result for Dec SSBs is out. Unsurprisingly the Dec issue saw overwhelming interest from investors due to high yield. Those who applied $20,000 or below get full allocation. An additional $500 were given to 27.83% of applicants who applied more than $20,500. Congratulations to those who got the issue. God bless. 🙏 Please consider following us on telegram for the latest update on Lone Wolf investor by clicking on the link below. No form filling, no payment required, no collection of data, no data mining, no hard selling, no obligation.  https://t.me/joinchat/oCgkD3sQFRMzMWM1 Disclaimers   All investments is highly speculative in nature and involves substantial risk of loss. We encourage our reader to invest very carefully. We also encourage reader to get personal advice from your professional investment advisor and to make independent investigations before acting on information that we publish. Much of our information is derived directly from information published by companies or subm

(Landmark 81 Skyview@Ho Chi Minh City)   Market Summary 20-26 Nov 2023 🇺🇸 🇺🇸 🇺🇸 🇺🇸 🇺🇸  + US black Friday shoppes spend a record US$9.8bn in US online sales, up 7.5% YoY  - US Oct existing home sales fell 14.6% YoY to 3.79m units as median price up 3.4% to US$391,899 - US-EU delay a trade meeting due to take place next mth amid deadlock in negotiations   - Citigroup to layoff >300 senior manager positions  - US transition to EVs faces delays with concerns about vehicle range and limited charging capacity + Tesla ready to invest up to US$2bn in India if the govt approves a concessional duty of 15% of its imported vehicles first 2 years  + US EV sales expected to hit record 9% of all passenger vehicles  - Nvidia delaying launch of new AI chip it designed to comply with US export rules unit Q1 24  - Ford to scale back plans for US$3.5bn battery plant as EV demand disappoints  + Sam Altman will return to lead OpenAI, fires Board that sacked him last week  - Binance CEO Zhao ste

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. 🙏