Entrepreneur & Value Investor Sam Zell: “Am I Being Too Subtle?: Straight Talk from a Business Rebel”

I have read the book Am I Being Too Subtle? very by chance. Via my LinkedIn network, I have known and read My Notes on Sam Zell’s Book “Am I Being Too Subtle” – Fabulous Life Lessons of a Value Investor and Entrepreneur by Jose Vargas. Quite impressed with the book review and the first… Continue reading Entrepreneur & Value Investor Sam Zell: “Am I Being Too Subtle?: Straight Talk from a Business Rebel”

Quang Ngai Sugar Jsc. (QNS): The pessimistic market moves favor a chance for realizing value gain in long run

Quang Ngai Sugar Join Stock Company (UPCOM: QNS) owns five strategic business units: QNS Sugarcane planting, manufacturing and trading; Dung Quat beer manufacturing and trading; Thach Bich beverages & mineral water manufacturing and trading; Biscafun confectionery manufacturing and trading; Vinasoy soymilk planting, manufacturing and trading & other auxiliary units for a complete value chains. (malt manufacturing, mechanical engineering, water… Continue reading Quang Ngai Sugar Jsc. (QNS): The pessimistic market moves favor a chance for realizing value gain in long run

A More Beautiful Question: How Real Estate Developers Think

This post is the mashup after reading two of most beloved books this year so far to me (the best is Antifragile by Nassim Nicholas Taleb since I consider it as my contemplation upcoming years in life, business and investing.) I tell myself always: “T, you need to be independent. You must be both a… Continue reading A More Beautiful Question: How Real Estate Developers Think

What should we look for when investing in Food & Beverage (F&B) sector?

I by accident discovered a very clear way for any initial research/coverage on Food & Beverage (F&B) sector, regard: What drivers are shepherding this industry? What qualitative & quantitative factors should we care if intending to invest into any F&B business? and How to valuate a F&B business? You can read it full here: https://www.mergersandinquisitions.com/food-beverage-investment-banking/ Since… Continue reading What should we look for when investing in Food & Beverage (F&B) sector?

Hanoi Toserco (TSJ): Notes on First Glimpse

This is my recent reading regard Vietnam equitization wave prompting much during this year 2017 and for the next couple of years I guess, which its title is Behind the new equitization wave in Vietnam. According to the author’s article which I did strongly agree on State-Owned Enterprises (SOEs) privatization/equitization and why they must be a… Continue reading Hanoi Toserco (TSJ): Notes on First Glimpse