https://klse.i3investor.com/blogs/PilosopoCapital/142803.jsp

Its here. Its always been there. If you want to find my old post or articles. Click on my name, and check blog.

Alternatively, you can check your own comments and click the forum where you posted your comments.

As to reporting you, I don't see a point.

You agree with me? Good. I agree with me too. You added zero value, but I don't really mind.

You disagree? Better, because I usually think I'm correct. And the way to find out if you're correct is to find out if you're wrong. If you want to prove all swans are white, find a black one. And I love it when people argument makes sense and I realise that I'm wrong. I learn something and can quickly sell and save my money.

You disagree and decided to insult me? Also not a problem. I am confident in my picks. And I am a long term buyer of my picks. Your insults and slander may help lower my purchase cost, and I'm not one to get in the way of a good thing.

On mbsb, I'm still thinking about that one and would love to be proven wrong.

By the way, do note coldeye cost is 0.7 not 1.1. Very different valaution.

Soujinhou,

There is no such things are normalisation of profits in cost based industries

Perfect competition result in perfect destruction of incremental capital over time once inflation is taken into account for the entire industry on average.

You may win if your have an inherent cost based advantage or you are selling specialised steel etc.

The only way to make money from cost based cyclical industries, is to buy when people are highly pessimistic and its trading at price to book valaution. And sell when people start valuing it using pe.

Old plants can be restarted if the demand is there. When Donald trump put steel tariff. Dead plants in the US were restarted.

Im just saying your thesis here is very very very dependent on the next quarter. If its bad, you can go Holland. Because I doubt you will be willing to hold or average down.

So it's in effect a gamble. You're calculation of the expected value better be correct.

At 0.8, it may very well be a decent bet. But given the current market, they are many more better companies selling at cheaper prices.

I just don't see why this article goes into so much detail for no reason.

Its like a gambler thinking he's an investor.

Nothing wrong with gambling btw. But if you're gambling but you think you're investing, your sizing is likely to be very wrong.

They have a layer farm in tuaran.

They have a layer farm in tuaran.

Aiyo, really don't know can buy anot. Valaution is not the best.

Can probably expect a sudden rebound due to change in sentiment, but that is too speculative..

Really hard to say.

Probability,

If China start back steel furnaces, this is very bad news.

The reason why steel price is even high now is because they closed the furnaces killing supply.

Like I said, high price result in higher supply, resulting in lower price.

You so sure boh?

You wrong in predicting hy and master quarter still not enough is it. How much money you want to lose?

Go out in fd better for you I think.

False precision is too high.

You're expecting a plant restart to go on perfectly. That there is no advancement in technologies from other producers which will reduce their cost and competitiveness.

Lionind is cheap ish I guess. But trying to predict quarters with such precision is likely to induce over confidence.

The more important question is, if the quarter is bad, are you willing to hold and average down?

Guys, this post is damn old.

The essence is still there. Butt the data is likely to be outdated.

Mbsb I still think it is not that cheap, but it's definitely more interesting since Dec 2017.

I am looking at it, but I'm somewhat unconvinced. The license is not the gamechanger, but another thing, which I am not sure yet.

Calvin,

Its possible for it to show as pledged accounts, but the person pay cash right?

Probably unlikely but should be possible right? Not sure, never opened a margin account before.

That is pretty good honestly,

I added you on facebook, lets talk there.

I honestly have no idea about JAKS.

The speculator in me say buy JAKS, follow ICON. The investor tells me he has no idea, and its probably a bad idea.

icon effect hahaha

Raider,

You investing or playing football ah.

Holy shit.

I didnt know that many!

Also today learned that pledged accounts is margin accounts hahahaha. Always wondered why got the word "pledged" but didnt bother to find out.

Funnily enough,

The example you choose from edeninvestor is the weirdest.

When i posted on how overpriced tmclife is on Nov 14, it was at 90 sen,

now, its 75 sen, at one point hitting 70 sen.

Can you pick a more consistent one ah? Or at least one that makes sense of how i am incompetent.

Try evergreen!

Woof woof.

Jonchoivo is a speculator and bad investor. He made a lot of mistake in prlexus, evergreen, esceram, gamuda-we.

His research on RCECAP shows his lack of intelligence.


Learner, do you mind doing me a favor, and copy pasting that in every single forum?

Considering your intelligence level. You being able to read is a miracle all on its own. I dont have such high expectations of you.

Unlike you who think i must be PHD holder hahahahahaha.

Sure anot you want RCECAP go up, later my reputation improve how? And i make money summore.


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Posted by Learner King > Aug 3, 2018 06:34 PM | Report Abuse

I don't even read what u post. Go away suhei. We not welcome u here. Shu shu go away. Uncle cold eyes is the best! Rcecap up up up!

Learner,

I am flattered you go back so far to pull out all this.

Please feel free to continue.

I don't mind if people think i am stupid and my research is wrong when buying this company, or any of my picks.

If they start selling, and push down my cost price, i will be very very happy.

Because i know i'm probably correct, and being a net buyer of stocks in the long term, low prices are best for me.

I would suggest you go into the Teckseng forum.

I did a buy call there back when i was a young ciku, lost alot of money, at least considering my income then. Looking back its cheap tuition fee.

Prlexus also, lost quite abit there haha.

Evergreen also, thinking back, no idea why i even buy that.

Esceram also.

Gamuda-we, sold at RM1.3 but still made loss haha.

Im sure these places will have a rich vein of my failures for you to parade and help me push cost price down.

In fact, here is a link to a post i wrote, contains a lot of what i consider my failures

https://klse.i3investor.com/blogs/PilosopoCapital/142756.jsp

My preference is that you post them here. Because this is my favorite investment, and i always want to pay less.

I am not his victim. I chose to buy.

OTB, i think he is a good man. His only fault is that he allowed people to think he is an investor and that they are investing as well.

When they are in fact gambling or speculating, albeit in a structured and intelligent manner.

So people put more money than they should be putting and got burned.

You do not borrow money to go genting, its for fun, maybe make some pocket money. His investors some of them like betting mom life on the stock.

But given the parameters he himself state, he is a very very good trader and speculator. One of the best in Bursa.

This guy asking correct questions, as he could be a potentially great co-owner, i must try to encourage, but i wont give my research for free because i don't want my cost go up.

You leh, is Coldeye parasite. Useless comments and useless owner that push up cost price and only want buy things when they get more expensive.

Must always cut. Lalang sure grow back one, but does not mean we should not put in effort to trim.

First time, young ciku, listen to OTB without doing my own proper research, buy at 1.35, sailang, sold at RM1.1

Second time, buy at RM1.15 little bit, sold at RM1.3, net, still massive loss. But considered cheap tuition lah.

I asked a family member buy a little bit only at 1.1 back then, so also lose there.

Haha

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Posted by lizi > Aug 3, 2018 05:21 PM | Report Abuse

Jon u sold at 1.3 also loss meh?

Note the lack of humility and apology.

Raider, am i still pondan for saying HY is overvalued ah? Why your tp drop from RM32 ?

Am i pondan for telling your evergreen is not as cheap as you think ah at RM1 ah ?


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Posted by stockraider > Aug 3, 2018 05:42 PM | Report Abuse

I don know, whether u r one of the victim that stuck on HY....but i wish u luck & speedy recovery loh....!!

May God Bless u loh....!!

I would suggest you find out for yourself, it will be alot of fun.

https://klse.i3investor.com/blogs/PilosopoCapital/142803.jsp

I wrote something on the valuation of financial institutions some time back. Let me know if you feel i was wrong or fail to consider perspective.

blue,

where you see?

Sold all my remaining WE at 1.3

My biggest losses in investing so far, come from here gamuda lol.

JJ,

Selangor Mentri Besar Amirudin Shaari said the payment will be made by Pengurusan Air Selangor Sdn Bhd (Air Selangor) in the next nine years.

“This is a historical moment for Selangor because after 10 years, we finally found a solution to our water woes.

payment spread out over 9 years.

NPV will be lower than 2.55bil. Need to see the payment schedule.

Depends on your spread.

MBSB is looking interesting.

I think write back is a one off, you wont be seeing it again. Im not a fan of companies doing kitchen sinking, then write back after.

There used to be a ex banker here, he bought a lot almost a year ago at 1.64 or so. Stopped commenting after awhile. Hope he's still holding. He gave quite a bit of insight and told you what to read.

Coldeye, its harder to find a stock he's not in that stocks he's in. But his sailang is MBSB. Tbf, he bought very cheap.

Learner, if i write not to syok sendiri, syok who? Syok you ah? Your opinion got so important boh?

I have always written for myself, to crystallize my thoughts and think further. Occasionally, what i write makes sense to some people and they find me on facebook and we talk further. Made a few very good friends and got a few new investors this way.

I should probably be less crass about idiots on i3, it because they exist that i can always find nice things to buy.

Can you give me a list of things i should read on this company to better understand it?

Thanks.

Why would OLH have personal loan, dont make sense tbh.



Posted by JJchan > Aug 2, 2018 08:41 PM | Report Abuse

USA/China tariff war is getting Olh nervous. He has alot OskH shares pledged as collateral in his
personal loan from RHB. Pushing Oskh price higher would give him a higher Oskh floor that he can
used 10% OskH buyback option to support price.

Probability lai liao,

Eh what stock you buying now? Or you need people push up 3x only you buy and when drop 70% only you sell. Hahaha

Found a stock with short term bright prospect and also expensive anot. Did you predict huaan quarter this round ah.

I have a feeling the price for Jaks should go up in the short term for a bit.

But i have no idea how to buy, when it is not as cheap or as good compared to other co's.

Having said that, there is a lot of visibility on this stock, so you have more greater fools in this punt, and a higher chance to sell to them. Should be profitable if you average down.

Since i don't think you intend to see if the power station will make money, but to sell before then.

Interesting.

Jeff, sell this and go buy HY warrants. Better for you.

You want support Fong Siling, he sailang in MBSB. Support him there, need all the support he can get.

niki,

i hope you have super deep understanding of this company, otherwise you are fucked.

Eh sell rcecap and buy more gsb pls.

Interesting.

I like this one. Very tempting, just got better opportunities around.

Its quite cheap, and could be worth quite a bit if developed or sold to someone else. That's it.

Very very small position. More like 0.6%.

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Posted by TakeProfits > Apr 20, 2018 09:21 PM | Report Abuse

Hey Jon, good to see you here too!? Why you looking at this one. Looks like dead kuih take me for very long time. What's good with this lion Talam, Jon..?

Or sweating asset? They hold that property for what? Got make them 15% per annum anot?

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Posted by somersby > Aug 1, 2018 07:57 PM | Report Abuse

layhong sell 34arces property for 27.6 million, layhong financial problem?

Lol!, Cheoky understands me haha.

I have very mixed feelings. On one hand, its nice to report pretty figures to my investors.

On the other hand, i am fairly certain i am right in my analysis and i would thus much prefer lower prices whenever i buy.

So its confusing i guess. but if people are going to go insane over this stock, i guess i wouldnt mind if people go insane properly and push it up 2.5 plus.

At that valuation, there is other businesses i much prefer. RCECAP is only preferred over the other one because its 50% cheaper. If the price is the same, id rather own the other one.

If it ever gets to more than 2.5, would also be an opportunity for me to show my research on rcecap and show how lek cai i am and let my grandma pet my head. There would be no point holding it since it would be overvalued and i cant hold much anyway.


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Whey whey,

Feel free to say its green bar closing at highest, breakout from pennant, golden cross, above sma50 and 200.

Ah, write for you d. Go shout lah.

Why do you need to ask strangers on the internet whether need to enter or not? On how you should spend your hard earned savings.

Do you not know or understand what you're buying ?

You think this is casino and you playing roulette? You asking the girl serving you beer, whether red or black and what number is it?

How can everyone earn money, especially if you're trading short term?

Short term, the market is a vicious zero sum game. The only person making money is the broker.

You think HY on the way up everyone make money, on the way down everyone lose money? No, its just transfer of money from one hand to another.

Nobody is your friend. Someone must take on the losing trade. When you buy or sell to someone. Someone is on the losing side, its either you or the other guy.

Everyone wants to sell you expensive shares, and buy cheap shares from you.

You want to earn money? Focus on your career, or business and increasing your earnings. This is not what you're good at.

At the rate you are going, you are probably better served putting it in FD.

If you want to invest, id suggest you read the important books on investing, then go and start reading 5 years worth of report from every company (roughly 9XX) in the BURSA. Start from A.

After that, you wont need to ask people if you need to go in or come out.

People ask you come out, you will go in. Ask you go in, you will come out. Why? Because you know what you're buying.

People tell you falling knife, for some companies you will notice, it is actually falling abalone that look like knife to idiots. And buy more.

People tell your golden cross, super breakout, triple break out. You may think for some companies, this is initial symptom of hemorrhoids and syphilis breakout. And start selling.

People tell you above SMA200, you will say, wheywhey, why so suhei? Haha, cheap shot i know.


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Posted by Eric6790 > Aug 1, 2018 06:22 PM | Report Abuse

jon,I din say anything about u, i just ask can enter or not only, I hope everyone here can earn money,ok

If it falls on the other hand, with no change in fundamentals.

I am a very very happy person. By then i might even entertain questions like, if this is falling knife, below sma200 or better yet, if operator is pressing down!

"This is not your company and this forum is not belongs to u! U got no right to ask forum users to go away! They can talk whatever they want, u agree or not that is your own problem. Grow up!"


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What is shares but fractional pieces of a business? Parts of the company does belong to me. And i am an owner.

Unfortunately, so are some of you. If i could force your guys to sell and go somewhere else, i would.

PC Tan, we have very different perspective. I want to own fantastic businesses or parts of it for a long long time, preferably till i die. I collect stocks like how some people collect art, cars watches or houses.

Its not to my advantage for the price to go up, much less suddenly, since i am always buying.

If these sohai push it up to RM2.5, i might have to sell some, and then i have to think of what to buy summore. That is a lot of work. I would rather it just rise slightly in tandem or slower than intrinsic value, so i always got reason to buy more.

On a scale of idiot to technical chart reader.

Which are you ah?

Im going to make this the most unique forum in i3.

The higher the price go, the more we argue, and the more toxic the environment. That should slow down my cost increase.

Limpeh got say i got PHD meh? Didnt say anything about my qualification, but you assume it until so high.

You have a very odd way of complimenting people loh. Make me paiseh only.

Eh, if you cannot take the heat, walk off from the fire.

You want to talk here can, i will just fire your ass whenever you say something stupid.

You are free to fire and insult me also, i have no problem.

Im hoping that by you people doing this, can scatter the people who want to follow fong siling, as they might look here and think sentiment is bad.

or dont have people spoonfeed them and raise my cost.

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Posted by Learner King > Aug 1, 2018 05:06 PM | Report Abuse

Jon Choivo can't u just keep your mouth shut? No one is asking for your opinion. If u don't like what other people write than u just keep quiet la! I don't care if u a PhD holder or what. This is not your company and this forum is not belongs to u! U got no right to ask forum users to go away! They can talk whatever they want, u agree or not that is your own problem. Grow up!