Category Archives: NagaCorp

Business moat? First think if it is a difficult business to be in.

I chanced upon an interesting article by another blogger. In it he talks about business moats (read here). His definition of true business moat is: Brands (eg. Colgate, Swatch & Kao) Scale Eco-system Switching cost Distribution (eg. Facebook, Alibaba, Honda & Johnnie Walker/Diageo for item 3, 4 and … Continue reading

Posted in Golden Agri, Investing methodology, NagaCorp, Portfolio, SMRT | 4 Comments

Nagacorp (literal fortress with a moat)

I never ask if the market is going to go up or down, because I don’t know, and besides it doesn’t matter. I search nation after nation for stocks, asking: “Where is the one that is lowest priced in relation … Continue reading

Posted in NagaCorp | 3 Comments