Category: Investment Moats

Value Investing in Asia, The Book Reviewed

Investing in Asia is a little different than in the west. When we start investing, we would usually pick up some of the books highly recommended for novice investors to get started. This can be The Intelligent Investor by Benjamin Graham, Common Stocks and Uncommon Profits by Philip Fisher. These are great books, and both introduce […]

Reflecting on the Problem with FIRE Bloggers

I worked in the technical role in the IT industry for most part of my working career. In the past, I can’t believe why we get some horrendous projects thrown to us. What is the back story there. As I get more senior, my project manager started throwing me to coordinate more with the sales […]

Can Hutchison Port Holdings Trust (HPHT) Pay that 7.8% Dividend Yield

Hutchison Port Holdings Trust (HPHT) have been in a downtrend since its IPO days. Investors like myself were attracted to the dividend yield. Its net asset to debt is comparatively lower than the REITs, so its in a good situation there. Unfortunately, unlike a lot of the REITs the results in these transhipment ports have […]

How Does the Perfect REIT Look Like in the Eyes Of Experienced Investors

In our universe of Real Estate Investment Trusts (REITs), the REITs can be structured in different ways. There is a few areas of differentiation Property Types. You have REITs investing in retail malls, commercial offices, overseas commercial offices, local industrial, local and overseas industrial, healthcare, data centers, hotels, hotels and service apartments, or a mixture […]