Business
#valueinvesting #stocks #compounding --- GAO Capital’s Kenneth Yap - Value Investing Is An Evergreen Investing Principle Kenneth Yap, the Head of Equities at Singapore-based GAO Capital, talks about his principles of Value Investing, after having accumulated over two decades’ experience in roles that include being a Fund Manager at KAF Fund Management, Head of Indonesian Equity Sales at Macquarie Group in Jakarta, a Proprietary Equity Trader at CIMB in Kuala Lumpur, Vice President of Semiconductor research at Dresdner Kleinwort Wasserstein and Chartered Accountant in Deloitte & Touche in London. Find out how he unearths ten-baggers like Evergreen Marine and Signet Jewelers using data that is available to anyone and everyone. And whether investing in China, Bitcoin and Gold are good ideas! -- Find Kenneth here: LinkedIn: https://www.linkedin.com/in/yapkenneth/ -- CONTENTS: 04:27 - Kenneth's Value Investing Philosophy - The Mechanics Behind It 06:18 - Value Investing Case Study: Signet Jewelers 08:32 - How Do You Choose Stocks? Does Human Emotion Matter? 13:51 - Why Analysing Cashflows and Price/Book Ratios Are More Effective 16:31 - Why Buy Globally (And Not Malaysia) 20:21 - Value Investing Case Study: Taiwan's Evergreen Marine 25:07 - Why Are Ten-Baggers So Hard To Come By? 28:53 - How To Double The Portfolio Every Five Years 32:37 - Investing Advice For The Novice 34:02 - Invest in China: Yea Or Nay? 34:40 - Diversify! 35:41 - How Do You Choose The Right Fund or Fund Manager? 36:12 - Don't Keep Cash!! 37:29 - Is It Dangerous To Invest in China? 39:33 - Avoiding Value Traps, Pros and Cons of Being KL-Based 41:57 - When Do You Decide To Cut Losses? 44:12 - How to Iron Out Foreign Currency Fluctuations 46:01 - Is The US Dollar Dead? 47:22 - How Kenneth Invests His Own Money (Hint: It's Not In Property or Gold) 50:37 - What About Bitcoin, Stablecoin, Ethereum? 53:35 - Some Parting Shots .. -- Follow Chuang here: URL: http://www.domore.my/ LinkedIn: https://www.linkedin.com/in/hsu-chuang-khoo-ab199343/ FB: https://www.facebook.com/khoo.chuang/ IG: instagram.com/khoohsuchuang/ --- Follow DoMore here: WEBSITE: https://www.domore.my/ YOUTUBE: https://www.youtube.com/c/DoMoreTakeChargeofYourLife ITUNES: https://apple.co/2lQ47mS GOOGLE PLAY: https://bit.ly/3b1l8iO SPOTIFY: https://tinyurl.com/y6zufvcp PODBEAN: https://domoreasia.podbean.com/ INSTAGRAM: https://www.instagram.com/domore.asia/