#valueinvesting #stocks #compounding
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GAO Capital’s Kenneth Yap – Value Investing Is An Evergreen Investing Principle
Kenneth Yap, the Head of Equities at Singapore-based GAO Capital, talks about his principles of Value Investing, after having accumulated over two decades’ experience in roles that include being a Fund Manager at KAF Fund Management, Head of Indonesian Equity Sales at Macquarie Group in Jakarta, a Proprietary Equity Trader at CIMB in Kuala Lumpur, Vice President of Semiconductor research at Dresdner Kleinwort Wasserstein and Chartered Accountant in Deloitte & Touche in London.
Find out how he unearths ten-baggers like Evergreen Marine and Signet Jewelers using data that is available to anyone and everyone. And whether investing in China, Bitcoin and Gold are good ideas!
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Find Kenneth here:
LinkedIn: https://www.linkedin.com/in/yapkenneth/
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CONTENTS:
04:27 – Kenneth’s Value Investing Philosophy – The Mechanics Behind It
06:18 – Value Investing Case Study: Signet Jewelers
08:32 – How Do You Choose Stocks? Does Human Emotion Matter?
13:51 – Why Analysing Cashflows and Price/Book Ratios Are More Effective
16:31 – Why Buy Globally (And Not Malaysia)
20:21 – Value Investing Case Study: Taiwan’s Evergreen Marine
25:07 – Why Are Ten-Baggers So Hard To Come By?
28:53 – How To Double The Portfolio Every Five Years
32:37 – Investing Advice For The Novice
34:02 – Invest in China: Yea Or Nay?
34:40 – Diversify!
35:41 – How Do You Choose The Right Fund or Fund Manager?
36:12 – Don’t Keep Cash!!
37:29 – Is It Dangerous To Invest in China?
39:33 – Avoiding Value Traps, Pros and Cons of Being KL-Based
41:57 – When Do You Decide To Cut Losses?
44:12 – How to Iron Out Foreign Currency Fluctuations
46:01 – Is The US Dollar Dead?
47:22 – How Kenneth Invests His Own Money (Hint: It’s Not In Property or Gold)
50:37 – What About Bitcoin, Stablecoin, Ethereum?
53:35 – Some Parting Shots ..
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