Shun Gold and Bonds, Stay Focused on Value and Growth, Invest like an Owner
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Show Notes
Investor and Philanthropist Koon Yew Yin and Salford University Professor of Investing Glen Arnold discuss:
- Valuegrowth Investing - (seemingly) contrasting terms of value and growth;
- (The tricks behind) purchasing at as low a price relative to its future prospects;
- Identifying the elements behind future earnings per share;
- Koon - "buy shares that have profit growth prospects" - timeframe - discipline - patience;
- Malaysia - multitude of sectors trading below NTA - strategies to address;
- Benjamin Graham principles - trading discount to Net Current Asset Value - importance of patience;
- "Margin of safety" - data points;
- Koon - case study - value-based investment in Xingquan - patience - (lack of public) track record;
- "Honesty - competence" - managerial team - the human variable - Raj Rajaratnams and Madoffs of this world - challenges;
- Views of currency denominated investments - need for liquidity
- Buffett as a famous gold detractor
- Koon's and Arnold's preferred investment types;
- Koon - "the safest shares to invest are undervalued oil palm shares" - details - explanation;
- Black Swan events - strategies to address;
- Malaysia-specific situation - state omnipresence in capital markets - role of governance - corruption;
- The pursuit of wealth - - quest for happiness;
- KYY - his book - Malaysia: Roadmap to Vision 2020.
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