Category Archives: US Stocks

MasterCard Incorporated (Time to buy?)

I recalled my post done in Sept 2015 pertaining to MasterCard Incorporated (see below). There are some things money can’t buy. For everything else, there’s MasterCard. (read here) After comparing the two companies (Visa & Mastercard), I preferred Mastercard for the following … Continue reading

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Chipotle Mexican Grill, Inc, (Time to buy?)

There are few opportunities when it is a good time to buy shares of certain fundamentally good companies. For instance when there is a market crash (bad economy, recession, etc), and when there are bad news relating to the company. … Continue reading

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My 2 lists of US Stocks

I recently read this article on the internet (read here). Brian Spector, the departing partner of hugely successful and secretive hedge fund Baupost Group mentioned that there’s two types of investing: “needle in a haystack investing” and “tide comes in and tide goes … Continue reading

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Sniffing out opportunities in the US Market

With the recent low in the STI Index in late Sept and early Oct, and the more recent uptick, I just felt that stocks are still expensive. Of course compared to the crash of 2007-2009, this is just a small … Continue reading

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Caesarstone Sdot-Yam Ltd (A case study of bulls and bears)

Recently I have been watching some videos about Mohnish Pabrai. I have heard that Mohnish Pabrai plans to go public with the Dhando Holding Company (click here). He is one of the few value investors who like to give talks. I find … Continue reading

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The fallen star (Caesarstone Sdot-Yam Ltd.)

While surfing the internet, I noticed that Ron Baron (founder of Baron Capital, an investment management firm) has just bought shares of Caesarstone Sdot-Yam Ltd. The company engages in the manufacture and sale of Engineered stone surfaces such as are used for … Continue reading

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Debt vs Opportunities

“Great investment opportunities come around when excellent companies are surrounded by unusual circumstances that cause the stock to be misappraised.” Warren Buffett I stumbled across a number of companies which could be promising opportunities. Some highlighted by readers of my blog. … Continue reading

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The Digital Wallet (PayPal Holdings, Inc.)

Maybe as a continuation of my previous blog post on Mastercard and Visa (read here), I should write a post on Paypal. During the day, I have been pondering about PayPal. To sidetrack, the US mobile payment volume will reach USD$37 billion this year, … Continue reading

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There are some things money can’t buy. For everything else, there’s MasterCard.

I haven’t been writing for quite some time. Thought I should pen down some of my thoughts. I have reading up on US Companies (it’s a huge ocean out there compared to the Singapore Market). Some of the few names … Continue reading

Posted in Mastercard, US Stocks | 5 Comments

My take on GoPro, Inc.

A reader asked me about my thoughts on GoPro. First a bit of information about the company profile and history. GoPro, Inc. offers HERO line of capture devices, such as cameras; premium accessories, including battery BacPac, smart remote, and LCD … Continue reading

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