nothing drops forever

i believe its a correction due to high pe

gamuda is a no brainer buy

article out already. still dont run?

Most of tech stock is short life and in a more rapid speed. With each new technology implemented components will be different, methods will be different. Maybe semiconductor will be replaced by nano tech or hydrogen cell in the future who knows.

Typo it’s 3 bear years

Example only okay

Posted by 10154899906070843 > Jan 4, 2019 10:39 PM | Report Abuse

Godhand, if growing from 300 million revebue per quarter to 900 million revenue is not a sign of a growing moat, please do describe to me a company that does exactly what QL is doing and does it better. Market leaders generally have a moat. And please don't simplify moats to just brand recognition, management performance can be a moat (Warren), size can be a moat, first adopters can be a moat.

Anyway, I'll make it easier for you. Find me an Asian company in this part of the world that competes directly just with ql lifestock farming division at 1.9 billion in revenue ( animal feed raw material production, day old chicken and broilers) and does it better than ql resources.

Go ahead. I'll pay you your research fees and eat my hat.

You would recognize a moat if it bit you in the ass(et).


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It is call growing not moat. Moat is something that is very very hard to get close to or impossible to attack. Think of it this way, when the castle is surrounded with deep trench filled with water, how does the land unit attack the castle?

Do you think its impossible to replicate ql egg business?? To me its a no.

and one more thing i have to strongly disagree with you brand is everything. Management will die off, brand will stay there forever. If the brand is tie to a person, the company is bound to die. Example = Apple

Reason is simple. If I have 10million. and i get average 12% cagr in 30 years i will have 500million.

Icon8888 Yes. Jon will very likely underperform in bull and in normal market

That is the weak link of his investing model

Which is why I until now is still not convinced that it is suitable for him
05/01/2019 06:11

As long as his cagr can beat the inflation of 4-5%, he will be growing his networth in value.
say he make 15% every year for 9 years in bull market. loss 15% in bear market. his cagr will be 12% . with capital of 100k u will get arnd 300k. in 28 years bull market 2 years bear market, u will get arnd 5 millions.
The most important factor is never to lose money in investing

what icon say is true, work on your capital first. however i have other perspective. dont gamble in your investment. u can risk in your business work on your earning power. say if your yearly income is 50k make it 500k first or 1million per year. then only focus on investment.

Icon8888 I am defending my brand

hahahahaha

Nestle on the other hand has moat. The moat is milo. The brand itself is a moat.

moat to be has only one meaning the possibility of the business to be replicated. It can be strong or weak. When a business cannot be copied, its irreplacable and therefore u can demand high margin. When u think of it, all good business have high margin.

Think of it this way can macdonald ever be replicated?
it can never be copied therefore it has a very strong moat. To me QL has some sort of weak moat or u could call it niche but far fetch from irreplacable.

Icon8888 Longer than Jon Choivo

lol

wdf only day 4

fuck im late again

Looking at your comment you are looking at surface only. U only know skin. U don’t even know what tony visions are. Budget Passenger carrier service is only to absorb market participation very much like grab or do U think it’s the only source of income? I notice u somehow trying to compared it to ql. I can tell u airasia is in another tier.

I would choose aeoncr anytime over rcecap business wise. I think it’s a so so company.

not interested in automobile industry. feel like it will get disrupted very easily . especially component manufacturing company. The only real money making machine is their stake in perodua.

10154899906070843 anyway, just some more information for you too digest to understand how ql works. when you try digest a lesser managed competitor LAYHONG try to look at their previous quarter results announcement. Why did they have a big loss? It was due to 8% increase in feedstock prices from soy etc, and a culling of chickens in tamparuli for their broiler farms. Why did this not happen to QL? They also had broiler farms nearby? It is because of their attention to biological safety and agricultural quality (no culling as all the chickens were safe). they also produce their own feedstock mix from palm oil kernels and other materials (which come from their plantations) so the rise in soy prices did not even affect QL.

Thats why when kids like Choivo capital thought they were making a good deal investing in LAYHONG they burned all their money, high revenue, very low margins, no vertical integration. When they got caught swimming naked, all their positions turned to dust.

These are not new things, and you could see it coming a mile away. It just takes business sense to see beyond just numbers and figures and truly understand how a business works, what challenges they face, and what their competitors are doing differently. PE will never tell you this.

that is called understanding your stock.

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This is what we call business advantage.

dont touch anything u dont understand la

so much confident on gtronic eh

No offence but this pick very risky even if oil good year also not much gain

STOCKPICK 2019

Airasia 16%
Ahealth 12%
Kossan 10%
Wcehb 10%
Gamuda 10%
Ajinomoto 10%
Tongher 8%
Iqgroup 8%
Superlon 8%
Pohuat 8

This counter many years already depressed margin

buy good property and construction stock and hold. sure earn money

Vs competitive industries. business wise it has no competitive edge, can be copied very easily, can be bullied by client. good business will never be bullied by client. Business wise already fail.

U dont even know what is happening inside. Dont touch if u dont know

7 11 has 2000+ stores while QL has like 60 stores. Are u like downright retarded

This Calvin is really full of shit. See also dulan

bought some

this is a cinaman family based company. they dont even breakdown the list of shareholders. maybe 5-10% for fishes in klse

privatization incoming. small retailer cannot win one

lol sailang jaks

u think its because drop in earning? i speculate they might be having conflict with dyson. look at the volume.

im not being biased but i can see ricky is a very experienced person. lets just learn from each other. no loss

actually ricky is asking a very simple question. no need to put annual report etc into your defence.

QL is a superb company at very very expensive price. overvalue or not it depends on perception. value is a perception.

family mart is a contemporary element to drive growth. it expand fast when its trending. it close fast when its outdated. its just a temporary strategy to drive growth.
The core business is superb.i wouldnt place so much importance on family mart. im more interested to know how they can moat widening their core business what extra value they can stack on their core business.

dont worry much. this company still has its niche where it serves the majority with budget apparel. recession is here chance to buy at very depressed price

if this company is having external issue with dyson better dont touch.

dyson making it clear whos the boss

calvin philosphy is low wont go lower. shit company wont become shit-ier. high wont go higher. good company wont grow. when up means pump and dump. if drop must buy. what kind of nonsense is this.

company with moat we sure dont have one for now. but i still believe we have companies with excellent system, management and product

even panasonic the branding does not belong to us.
pbb is company of excellent management and system. it is not really a moat. if banking industry has a moat we wouldnt have so many different bank account and credit card. it is highly competitive
without government assistance, i dont think there is a company with solid moat.

Not bursa no fundamental. its lacking companies with moat. if u take glc out of the equation we do not really have a company with moat. we simply cannot fight with country like US or China in exporting power

when got project will automatically up back

its because of 1 time zero tax event. this is a one off event do not need to be so excited

this time really huat

look at him talking. artificially lol

the way u written how they handle debt is purely assumption.

what is ur definition of greedy.