I started serious Investing Journey in Jan 2000 to create wealth through long-term investing and short-term trading; but as from April 2013 my Journey in Investing has changed to create Retirement Income for Life till 85 years old in 2041 for two persons over market cycles of Bull and Bear.

Since 2017 after retiring from full-time job as employee; I am moving towards Investing Nirvana - Freehold Investment Income for Life investing strategy where 100% of investment income from portfolio investment is cashed out to support household expenses i.e. not a single cent of re-investing!

It is 57% (2017 to Aug 2022) to the Land of Investing Nirvana - Freehold Income for Life!


Click to email CW8888 or Email ID : jacobng1@gmail.com



Welcome to Ministry of Wealth!

This blog is authored by an old multi-bagger blue chips stock picker uncle from HDB heartland!

"The market is not your mother. It consists of tough men and women who look for ways to take money away from you instead of pouring milk into your mouth." - Dr. Alexander Elder

"For the things we have to learn before we can do them, we learn by doing them." - Aristotle

It is here where I share with you how I did it! FREE Education in stock market wisdom.

Think Investing as Tug of War - Read more? Click and scroll down



Important Notice and Attention: If you are looking for such ideas; here is the wrong blog to visit.

Value Investing
Dividend/Income Investing
Technical Analysis and Charting
Stock Tips

Monday, 23 September 2019

Bigger Businesses Have Better Capabilities To Strive For Survival

temperament 22 September 2019 at 19:54:00 GMT+8

Yes, which of the companies will survive?

Real solid businesses which people will need no matter what will happens with the economy or market?

ReplyDelete

Read? Fundamental Analysis : As Outsiders How Far Into The Future Can We Analyze Company Business?


Coming to two years soon!.

What he observed how bigger F&B businesses can have better resources or/and capability to strive for survival across cycle of boom and doom and tough F&B competition and changing consumer taste buds.

From 16 down to 12 and then slowly recovered at 1 outlet at a time to current 15 outlets.

1. Four outlets had closed shop and vacated.

2. Two outlets have re-branded themselves; but after a few months also closed shop and vacated.

3. One has re-branded and still surviving

4. Five new brand outlets started.


Hmm ... bigger is better?

Invest in small cap, mid cap or large cap or blue chips?

You decide!






7 comments:

  1. Hi Uncle8888,

    Hoho, if investing in individual blue chips, need to assess quality of revenue & cashflows too.

    Otherwise wait happy happy hold onto things like SPH, Singpost, Starhub :)

    Unless it's blue chip ETF like STI then can bochap --- auto self-renewal.

    Many "blue chips" currently many times bigger than Keppel (S$11B mkt cap) are prime candidates to go bankrupt in the next big recession:

    Uber --- S$76B (bigger than DBS!)
    Snapchat --- S$32B
    Lyft --- S$18B
    Tesla --- S$59B
    Wework --- S$14B (much reduced from S$65B !!)
    Grab --- S$19B (private equity & Temasek darling)
    Gojek --- S$13B (private equity & Temasek darling)
    AirBnB --- S$43B (although it has self-declared unaudited razor-thin 3.5% profit margin in 2018)

    ReplyDelete
  2. One day, company will be run by idiots and goes bust

    ReplyDelete
  3. That's why must diversify, cannot bet all on a few blue chips. Blue chips can also turn into blue black chips.

    Keppel is a blue black chip for me.
    (Different gems for different times. And we don't have the crystal ball.)

    ReplyDelete
  4. Malaysia Public Bank may have made many early retail investors millionaires. Anyone personally know someone in Malaysia still holding on to Public Bank shares?

    ReplyDelete

Related Posts with Thumbnails