@stockraider...bro...it a long, long, story, intact Buffett sold all of GEICO in 1969... N bought back around 1974 when the new CEO took over and with huge Margin of Safety... because he knew it will grow bigger... reading that really make us a better investors. TQ.

Probably half insiders info...plus they knew its business inside-out...n they have good judgement of characters... especially Buffett...!!!

Graham n Buffett already knew GEICO long, long time ago...but nearly went bankrupt run by a crazy CEO. The stock price dropped like hell untill below 2.00 per share n its owner killed himself. Under the new CEO...Bryne...did Buffett had a long meeting with him that he dared to invest substantial amount into GEICO at below 2.00 per share. They well prepared n knowledgeable about it. They knew it will succeed under a new management. The rest is history...n mind you now BRK has 100% of GEICO n delisted. TQ.

Some people don't anyhow said things...U know GEICO nearly gone bankrupt n the owner committed suicide...Well why Graham n Buffett invested so much in it...n the rest is history. They are well prepared n disciplined...n did bought with huge Margin of Safety...n it started to grow again under a new CEO. Good luck...!!!

Hahaha...very interesting... Sentiment n name wise...Of course it is TopGlov... Uptrending wise...it has better upside potential... Business wise... probably Harta has higher margins... Management wise i think it is TopGlov...Price wise still TopGlov...Learn how to analyse yourself better...GL...!!!

Value~Growth Investing...!!!
https://www.gurufocus.com/news/218282/geico--the-growth-company-that-made-the-value-investing-careers-of-both-benjamin-graham-and-warren-buffett-wedgewood-vic-presentation---

@tokti... Investing is an Arts...it is always changing...there are no fixed numbers...we can't really determine the true value of any business... it's not carved in stone...like planets circling round the sun...in reality we really cannot foreseen it...it is always changing very fast...Be prepared...for any unforeseen circumstances...GL.

BTW...local n foreign funds around 27% of outstanding shares...where KWAP hold around 10%. Mr Beh n Mr Gan families plus closed relatives held around 40%. SBB has happened since the price was around...@0.70...they don't anyhow buy back... it's like you n me...you want to buy at the right price...so where is the right price...you use your own judgement n experience... understand its business model plus many more ratios...n cash flow. Free cash flow isn't there in the cash flow statement. You need to compute its owner earnings. Use your business judgement...TQ.

Ha...@char1234... it's Not Love... it's rational thinking... Don't ever love your investment...no matter how good it's. Always think of Margin of Safety...where is the Floor or Support Value...there are few scenarios to judge... Insiders buying...cash value n SBB, dividend n other benefits, plus average earnings growth prospects. If you can judge approximately where is its floor value...you are probably buying at half Price... Don't think so much about its upside...think more about its downside...so you won't lose much of your capital. Always try to reduce your cost of capital...when Price is uptrending...GL.

Aiyoo...you must know what you want...@tokti...Cut losses are for traders...who just buy anything they wish to win at certain price target n cut loss at certain percentage. For VS i don't do cut-loss...or be more specific only invest in company that is understand, good management, n right price. Look into its FA... especially its Dupont average ROE, earnings, n PE, n PEG. For VS because of its products cycle...you invest now n hold for at least 2 years. If more than two years...still nothing happening then you Sell. VS in don't want to say how much i profit last few years, especially its warrant. This VS very crazy one...make you damn Boring...n frustrated...but you must be very, very Patient...be very, very disciplined, n swing at the right moment. Just average down if you can...look silly for short term underperforming...But probably worth the waiting... that's all it can say about VS. One thing very strange it can be there for long, long time...but when it moves forward...it can be like rocket or rocketing...!!!

Hahaha... laugh die me...!!!...from...@1.35 in Dec 8... shorted down until...@0.65...Very few dare to invest...until now still blur~blur...how...very scary...lah...??? What do you think...if all these existing customers n new customers signed n announcement is confirmed... hahaha...you think you have the chance to Buy at this Price...By the time news came out... Probably i Sell to you at much higher Price... hehehe...very cunning right...what to do...money is dirty anyway...Give back to society loh...!!! That's Life...!!!

Ha... Overall its long term debt is still reasonable with the overvalued purchased of Aspion... TopGlov still manage to produce an above average return on equity...TQ.

Hahaha...Most OEM, OSAT, n ATE products manufactured in Malaysia are shipped out from Singapore port n airport...Most of us are sleeping at night...but those trucks traveling South are heading to Singapore for export. Why... because Malaysia ports n airports are inefficient...too...Slow...n some are stealing those cargoes...!!! Companies like Inari, GTronic, Vitrox etc...but because of trade war... there are few disruption in supply chains... volume will pick up soon...if China n US compromise...???

Ha...Sentiment wise it is Aspion's scenario...the boss already said it was his mistake to bought it too high...below 1B probably is the right value. Aspion productivity is not up to the SOP of TopGlov... that's why they found out the irregularities of its financial statements. Well if they can win the case n get back compensation... sentiment will be much different. I did invest some at around...@4.75...GL.

Ya...some doomsayers try to Buy it cheaper...Why never do homework...n Bought at below...@0.70...hehehe...!!!
Read this long time ago...now for you again...!!!
http://www.theedgemarkets.com/article/dyson-transforming-johors-highvalue-manufacturing-ecosystem

Hahaha... stock markets is always 'gila~gila'... important you don't get influence n become 'gila'...!!!...Btw still have some outsiders support... crucial point is those insiders are supporting...they run their business day in n out...if they Sell big...then you better Run... Outsiders non of my business...they 'goreng'...become 'gila'... Price..
I Sell... that's...GL...!!!

Hahaha...Mr. Market irrationality at its best now in VS...Support from insiders, average cash value, n earnings...its floor value...probably approximately...@0.75...to have more than...@100%...Margin of Safety...Moving forward we can't forecast...But with such a good management with years of experiences...i believe...we have a very chance to succeed... GL...!!!

Hohoho... Finally...!!!
https://www.reuters.com/article/us-britain-dyson-singapore-explainer/why-did-dyson-pick-singapore-to-build-its-electric-car-idUSKCN1MY1EU

Hehehe... Probably is...???
http://www.hitechcentury.com/dyson-expands-presence-malaysia-official-opening-malaysia-development-centre/

My advice is @tokti...n those who really invested in VS just be very, very Patient...n don't anyhow swing...be disciplined...use your own judgement from your experiences... don't listen to all those doomsayers...we shall finally see the truth...who will has the last laugh...n it will be the loudest... hahaha n hahaha...got it...!!!

Ha...EMS~OEM n ODM...VS is No. 21 in the world...Top is HongHai, Taipei, No. 10 is Venture, Singapore, So where is these SKP n Ataims...???...So just trade n invest in the leader...in Bursa...for this specific industry...you will never regret. That's why so many sharks n piranha swimming around VS...trying to have a quick bites n run faster or 'lary kuat-kuat...so there are very, very smart...or there are Asholes in the long Run... hahaha...!!!

@tokti...Point 2 is very, very important...is it a Value Trap...???...is it the managements are superb n have personal stakes at Risk...if they underperform...???...Well you know Mr. Beh n Mr. Gan families are huge stakeholders... Outsiders are just bystanders...not very crucial... Actually i prefer less institution funds involved. TQ.

One of the best investment book .. Margin of Safety...Seth Klarman...!!!
https://www.fool.com/investing/general/2010/05/18/10-quotes-from-one-of-the-greatest-investment-book.aspx

One of the best ever written...Margin of Safety...Klarman...!!!
https://www.fool.com/investing/general/2010/05/18/10-quotes-from-one-of-the-greatest-investment-book.aspx

Buffett's Failures...!!!
https://www.cnbc.com/2017/12/15/warren-buffetts-failures-15-investing-mistakes-he-regrets.html

Buffetts' Regrets...!!!
https://www.cnbc.com/2017/12/15/warren-buffetts-failures-15-investing-mistakes-he-regrets.html

Buffett's' Mistakes...!!!
https://www.cnbc.com/2017/12/15/warren-buffetts-failures-15-investing-mistakes-he-regrets.html

Soros Wisdom...Must Read Diligently...!!!
https://www.wealthlift.com/blog/10-george-soros-quotes-investing/

®Read n Must Understand these processes thoroughly...!!!©
https://www.wealthlift.com/blog/10-george-soros-quotes-investing/

Hold...@200 days...!!!
https://www.marketwatch.com/story/stock-market-under-trump-bears-an-uncanny-resemblance-to-jfks-2019-01-14

Bull Run...!!!
https://www.marketwatch.com/story/stock-market-under-trump-bears-an-uncanny-resemblance-to-jfks-2019-01-14

https://www.marketwatch.com/story/stock-market-under-trump-bears-an-uncanny-resemblance-to-jfks-2019-01-14

Bull moving forward...!!!
https://www.bloomberg.com/news/articles/2019-01-16/the-bull-market-in-equities-is-coming-back-allen-sinai-says

https://www.bloomberg.com/news/articles/2019-01-16/the-bull-market-in-equities-is-coming-back-allen-sinai-says

Chance...!!!
https://www.cnbc.com/2019/01/14/stock-market-us-government-shutdown-and-china-in-focus.html

Ha...Well...good business, good management, But probably not a good Price. Set as watchlist...hehe...!!!

Correction...there are around 30 thousands components needed to build up a car...!!!

Ha...Well there are someone who wants to know how EV can benefits VS...not only VS...i think most OEM, OSAT n ATE companies. There are almost 30 components in a car...well some of them will be outsourced to those companies...so there are much integration within manufacturers n supplies...n the whole supply chains will be interesting to analyse...i am still learning more about how these vertical n horizontal integration within those companies...that can really average down WACC...TQ.

Ha...One or two wonderful business... Invested at a wonderful Price...Will make you eat good Abalone every CNY... hehehe...!!!

Haha...that's is Mr. Market at its irrationality at its best moments...for whatever counters have a good understanding of its earnings, cash flow, PE, PEG, ROE, n the crucial one but not least is its management team. How they can overcome adversity in the long, long runs, running their businesses. I have investing in VS for quite some time, sold n having free shares, n now the moment has arrived. What a chance...i loaded almost...@33% of my portfolios position. Time will tell not now...probably underperforming it present moment...but let see in 2 to 3 years from now... hahaha...!!!

Ha...not only VS...how about Sensors, Leds n ATEs product manufacturers such as Inari, GTronic, Vitox, Penta, n others EMS, OSAT, n ATE companies... hahaha...!!!

Ha...Dyson Singapore electric car is centred on R&D n of course the source of it still come from UK. So we must think how it will benefit those who have collaborated with Dyson before n it's a Win-Win collaboration for both sides. The whole supply chains will benefit across the causeway n probably whole of SEA. Just analyse it forward...how it will benefit VS...???!!!
.

Hahaha... when you trade n invest in market leader, like VS, Inari, TopGlov n Vitrox...it has strong interest in various market behaviours...some are shorting n some are longing...that's why Mr. Market is manic depressive disorders...if you cannot take it better buy a low cost index fund or keep as fixed deposit or buy AAA bond. It all depends on your risk appetite n character...TQ.

That's the process is crucial...at zero Margin of Safety...Must Sell... probably half...To zero down our cost of capital...Risk aversion is very, very important in investing in equity...Think of safety first...n the return on investment or upside, will takes care of itself. Think of how much downside if i am wrong... different markets scenarios n unforeseen circumstances that can't be avoided. TQ.

Good Business.... Good Management...Good Price...???...Probably below...@1.00...high Margin of Safety....@1.00~1.80~Resonable Price... above that's zero Margin of Safety...at present scenarios...But need to look forward its earnings revisions...to judge for yourself...Of course...increasing revenue n profit will determine higher intrinsic value n vice-versa...GL...!!!

Aiyah irrational behaviours because of Greed n Fear... that's psychology's...
Extremely difficult to overcome with rational thinking. Always think of margin of safety n zero down cost of capital...no matter how good it's...Mr Market has extreme behaviour...!!!

Ha... analyse its average PE n PEG...for at least 3 years...n decide for yourself...but Buy with some Margin of Safety...for Bursa @>25x PE, probably has zero safety...where capital losses can be substantial...GL.

Hahaha... probably because of supply n demand dynamic is disrupted... that's overcapacity expansion...n can erode profit margins...i don't really see it...trade war is stabilising... sentiments is neutral for glove industry...!!!

Ha...Sold half...cost of capital...@<0.10...Cantek...!!!

Ha... Bought on weakness...1st Bullet...one leg into the river... testing... hahaha...!!!