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A Substack newsletter by
Aaron Pek
✨ BJCORP and the Mythical 3,000% Upside - Part 4
How BJCORP can potentially challenge Shopee Malaysia for the domestic e-commerce marketplace crown
Jan 16
1
Comment
✨ BJCORP Accounting Deep-Dive - Part 3d: Three Statement Analysis of the Listed Berjaya Companies
A financial deep-dive into each of the listed Berjaya companies - the financial counterpart to our BJCORP Part 2 report
Jan 16
1
Comment
What is Value Investing Substack?
Investing in ASEAN: the next China... the Warren Buffett way! Click here to learn about us!
Jan 20, 2020
1
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✨ [Happy New Year] Value Investing Substack will experience inflation of up to 24% by Jan 15
Paid subscribers gain access to the Telegram group chat beta, while free subscribers get a New Year's gift... Value Investing Substack NEWS!
Jan 1
Comment
Most popular
Serba Dinamik: Red Flag Analysis (5279.KL)
2
Comment
20
Evergrande: A Deep Dive (Part 1)
3
Comment
Why Ant Financial's IPO was pulled
1
Comment
3
What the early Amazon investors saw
2
Comment
Evergrande: What Happens Next? (Part 2)
3
Comment
6
AirAsia: Now Everyone Can Fly
1
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2
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✨ BJCORP Accounting Deep-Dive - Part 3c: Cash Flow Statement
Why BJCORP is not a business in secular decline... and how past performance is not indicative of future results
Jan 1
2
Comment
✨ BJCORP Accounting Deep-Dive - Part 3b: Balance Sheet
An elucidation of the IFRS accounting standards relevant to BJCORP's historical Balance Sheets over the past decade
Dec 27, 2021
3
Comment
✨ BJCORP Accounting Deep-Dive - Part 3a: Profit & Loss Statement
An excessively detailed deep-dive of BJCORP's historical Profit & Loss Statements over the past 10 years
Dec 24, 2021
2
Comment
✨ 7-11 Malaysia ('SEM' - 5250.KL)
What if you could buy a potential inflation play with 30% ROE for only 30x EV/E?
Dec 18, 2021
1
Comment
2
✨ BJCORP and its 7 Listed Companies - Part 2
A primer about the 7 listed companies of the Berjaya Group
Dec 15, 2021
Comment
7
Q-Tip #1: Padini (7052.KL)
Omicron has a Black Friday Sale... waiting in Malaysia for you!
Nov 28, 2021
2
Comment
✨ Berjaya Corporation (BJCORP: 3395.KL) - Part 1
Radio show host: "What do you think BJCORP's shares are worth? Between RM 5.00 - RM 10.00?" CEO: "Yes. Closer to RM 10.00." Current share price: RM 0.25
Nov 27, 2021
3
Comment
2
Why Value (factor) Investing > Growth (factor) Investing
My 2nd primer on Value Investing - and how investing in Value Factor stocks helps you sleep better when investing in Emerging Markets (e.g. ASEAN)
Nov 8, 2021
3
Comment
2
See all
Most popular
Serba Dinamik: Red Flag Analysis (5279.KL)
2
Comment
20
Evergrande: A Deep Dive (Part 1)
3
Comment
Why Ant Financial's IPO was pulled
1
Comment
3
What the early Amazon investors saw
2
Comment
Evergrande: What Happens Next? (Part 2)
3
Comment
6
AirAsia: Now Everyone Can Fly
1
Comment
2
See all popular
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