Posted by KopiPeng668 > 2014-05-24 11:15 | Report Abuse

如果可以做他的徒弟肯定是一种无比的荣幸。我钦佩你，mr koon.

Posted by JT Yeo > 2014-05-24 11:20 | Report Abuse

"只是坚持股票基本面长期投资未必会是明智之举" - If you read Snowball you will understand Warren Buffett does not have a lot business experience when he is 25 years old in 1955 besides delivering newspapers, selling coke and grocery stores and he started with $100K when he form his partnership in 1955. He did not have any connection with management in companies he invested in, at least for the first 10-20 years. So using fundamental is not impossible. The equation here is simple. 20-30% is very likely to be your long term return, if you are as good as Buffett, Koon, Pabrai, Lynch etc. The only difference is how much money do you invest in over the next 20-30 years. The more you invest in, the bigger you can roll your money. Warren did it through partnership fees. Most will be relying on savings to roll the money, so whether you are 1m, 10m or 100m in 30 years, that depends on your return and total invested capital over the 30 years.

Posted by lching > 2014-05-24 11:32 | Report Abuse

agreed to JT Yeo.

Posted by KopiPeng668 > 2014-05-24 11:43 | Report Abuse

也感谢tankw的分享～谢了。有本钱都要有准确的眼光，何况他本身还是3家优良上市公司的创办人，不简单不简单。对于经济走势，股票的内在价值，长远走势更加高人一等。丰富的才智，老道的经验，独特的眼光，换来今天的成就。

Posted by cytew > 2014-05-24 11:43 | Report Abuse

I noticed that most of the peoples in the market are lacking patient, knowledge, and ability to comprehend information, theory...etc, there are less than 5% of peoples that have the perseverance will only succeed in stock investment in their life time.

Posted by Hong Hero > 2014-05-24 11:54 | Report Abuse

Supermax CEO Stanley Thai is the person who invited Mr Koon for dinner after Mr Koon has aggressively buying up the company shares.
You can see Mr Koon name appear as Top 30 shareholders in some companies.

Posted by KopiPeng668 > 2014-05-24 12:01 | Report Abuse

One day my name also will appear in top 30 shareholder list in few top company.hehehe

Posted by kheng > 2014-05-24 12:02 | Report Abuse

If u wish to be the winner in stock market, just invest once in every 10 years as n when the market having a big crash. Time your entry on the FA stocks n hold them in your freeze for a couple of years for >150% ROI. The question here is on the patience n will power to withhold yourself from the temptations of instant profit with short term n swing trading.

Posted by bsngpg > 2014-05-24 12:20 | Report Abuse

110% agree with "kheng" to invest only during big crash once in many yrs and keep for another few yrs to become a superb investor. However I opine that 95% of investors are irresistible to excitement of the market and addicted to "IN" the market at all times. Consequently, 95% of investors cannot beat the market, let alone to be superb investor. Sadly, I am one of the 95%.

Posted by Ant > 2014-05-24 13:40 | Report Abuse

在我看来除了公司基本面有两个让投资快速复利因素是我们要看侍的,

1.公司是否有良好的管理层和成长基因，一间已成熟又面对发展饱和的公司，想要一年二十六％的股价成长率是困难的。

2，时世造英雄，熊市，年市址您有机会以超低价入市或股价翻倍。

Posted by stockoperator > 2014-05-24 14:27 | Report Abuse

if you dont have the mentality to invest at all time and the winning mentality How are you possibly being able to invest in market crash?

The winning mentality in market crash is Despite 90% of broad market down turn I still have to find the Balance 10% of stock that will continue to out perform the market. That is our profession and commitment to our ourselves.

Posted by bsngpg > 2014-05-24 15:16 | Report Abuse

我很喜欢这句『时世造英雄』。只要有跟進股市发展与有钱，一有幸碰上大熊巿，隨便买入几支蓝籌、收她们几年，你就会是大英雄，超成功的大投资家。

Posted by inwest88 > 2014-05-24 15:56 | Report Abuse

bsnpg - greetings to you. Hope you are doing fine.

Posted by stockoperator > 2014-05-24 16:02 | Report Abuse

How do i find cash to invest while I am nearly 80% invested?

1.10-20% cash holding
2.Sales of Loser into and Ride on the Winner. Around 10- 20%.
3.Portfolio Switching 10%
4.Use of Margin Accounts 10%.

So Besides learning and graduates from stock Valuation, we have to learn up portfolio management. Why? Again we want our portfolio to survive then we can talk about Long term Compounding.

Posted by stockoperator > 2014-05-24 16:06 | Report Abuse

You must be willing to sell all the loser then you will have cash most of the time. To me selling the loser is just a good excuse of Profit Taking.

Posted by stockoperator > 2014-05-24 16:12 | Report Abuse

Well along the way, you must set Higher criteria and Higher law, and certain stocks does not meet your criteria again. So that is How you cash out and have extra cash again. Learn to let go again and again. We are committed to portfolio Not ever certain stock selection unless it is your spouse.

Posted by bsngpg > 2014-05-24 17:04 | Report Abuse

Hi inwest88: nice to have chance to chat with u again. Thanks for your greeting. I would like to greet you all the best too.

My changes in the last few months=zero sum game=王傑一場遊戲一場空。
Return of my portfolio peaked when Zhulian hit RM5 few months ago, then the great paper profit was stolen back by Zhulian too. 成也蕭河/速遠，敗也蕭河/速遠。 After down for many months, GTronic pushes the return back to peak again. This time, I realized some of the profit first as I hate to be 王傑again.

If I am lucky enough, a new peak before arrival of Mr. Bear will be made by plantation.

Good luck.

Posted by inwest88 > 2014-05-24 17:22 | Report Abuse

bsnpg - haha, nice description of your trading activities. I reckon the market is getting tired of late and will continue to do so as the World Cup draws near. Good luck to you too ! Cheers !

Posted by bsngpg > 2014-05-24 17:31 | Report Abuse

I love the beautiful football played by Brazil but I would buy German winning the championship.

Posted by inwest88 > 2014-05-24 17:36 | Report Abuse

Yup, I reckon so. Germany always do well in major tournaments. Spain will have a tough time defending the title.

Posted by bsngpg > 2014-05-24 17:40 | Report Abuse

Spain is great too but the average age of players is old.