Singapore – An amateur value investor in Singapore is on a mission to seek out bargains in various markets, focusing particularly on emerging markets. Inspired by renowned investors like Li Lu and Peter Lynch, the investor has a contrarian approach and is willing to invest in any company at the right price. The main goal is to share investment ideas while honing their own thinking process.
The investor emphasizes the importance of maintaining an investment journal to track successes and learn from failures. By keeping a record of past decisions, they can evaluate their performance and make improvements for future investments. This approach also allows for transparency, as ideas are made public for others to assess.
With a background in business and a concentration in finance from NYU Stern, the investor adopts an owner-mindset and disregards macroeconomic noise. Instead of focusing on economic forecasts, they prioritize sound investment strategies that can generate profits. Influenced by economic thinkers like Henry Hazlitt, Friedrich Hayek, and Ludwig Von Mises, the investor is drawn to clear and logical economic principles.
One standout book that has shaped the investor’s thinking is ‘Economics in One Lesson,’ which offers concise and insightful economic perspectives. Moving forward, readers can expect a more Austrian economic approach in the investor’s articles. By integrating these principles into their analyses, the investor aims to provide a unique and informed viewpoint on market trends and investment opportunities.
In terms of disclosure, the investor clarifies that they do not hold any stock, option, or derivative positions in the mentioned companies, nor do they plan to initiate such positions in the next 72 hours. Additionally, the opinions expressed in the article are their own, and they have no business relationship with any of the companies discussed. These transparency measures underscore the investor’s commitment to sharing unbiased insights with readers.
As the investor continues to navigate the complex world of investments, their dedication to seeking value and sharing knowledge remains unwavering. Through a combination of experience, education, and a strategic mindset, they aim to make sound investment decisions and contribute valuable perspectives to the investment community.