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🗓️ 15102025 0035

VALUE INVESTING

Core Concept: Buy stocks below intrinsic value, hold until market recognizes true worth.

How to Find Value

Metrics: P/E < industry avg, P/B < 1.0, high dividend yield, strong free cash flow, low debt

Qualitative: Competitive moat, good management, understandable business

Process

  1. Screen by valuation (P/E < 15, P/B < 1.5)
  2. Read annual reports, analyze business
  3. Calculate intrinsic value
  4. Buy at 20-30%+ discount (margin of safety)
  5. Hold years, track business not price
  6. Exit when price = fair value or fundamentals break

Trade-offs

Pros: Evidence-based (Buffett, Graham), margin of safety, tax efficient

Cons: Time intensive, requires patience (years), value traps exist, concentration risk

Value traps: ⚠️ Cyclicals at peak, declining industries, high debt + weak cash flow

Singapore

Banks (DBS, OCBC, UOB): stable, high dividends. REITs: below NAV, 5-7% yields

Resources: SGX annual reports, InvestingNote

Best For

Long-term investors (5+ years) who enjoy financial analysis and want to beat market via skill

Not for beginners → start with passive_investing


References