Value Investing Substack

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How BJCORP can potentially challenge Shopee Malaysia for the domestic e-commerce marketplace crown
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A financial deep-dive into each of the listed Berjaya companies - the financial counterpart to our BJCORP Part 2 report
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Paid subscribers gain access to the Telegram group chat beta, while free subscribers get a New Year's gift... Value Investing Substack NEWS!
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Why BJCORP is not a business in secular decline... and how past performance is not indicative of future results
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An elucidation of the IFRS accounting standards relevant to BJCORP's historical Balance Sheets over the past decade
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An excessively detailed deep-dive of BJCORP's historical Profit & Loss Statements over the past 10 years
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What if you could buy a potential inflation play with 30% ROE for only 30x EV/E?
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A primer about the 7 listed companies of the Berjaya Group
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Omicron has a Black Friday Sale... waiting in Malaysia for you!
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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
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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)
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Missed out on Innature's 30% gain since my May 2021 report? No worries... here's another one!
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