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Investing Ideas

Investing Ideas

By Value Invest Asia
We talk to investors from all walks of life to understand their investment philosophy and discuss some of their best investment ideas currently!
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#14 INVESTING IDEAS – Berkshire Hathaway (BRK.B)
PART 2 We chatted with Mr. Loh Wei, an experienced private investor.  Loh Wei is one of the most disciplined and experienced investors I know. I saw down with him to dig his brain on the favourite company among value investors; Berkshire Hathaway.  Many of us might love Berkshire Hathaway, but not many is able to explain Berkshire Hathaway so elegantly as Loh Wei. I learned a great deal from him, and I know you will too.  ***To subscribe to our podcast, search “Investing Ideas” on Apple Podcast, Google Podcast or wherever you get your podcast. If you like the show, please rate and review us as well. If you have an investment ideas you like to share and get on our show, please submit your ideas at: https://valueinvestasia.com/investingideas Download The Presentation Here: https://valueinvestasia.com/13-investing-ideas-tencent-holdings-hkg0700/ A full review on the interview and the idea would be available for our VIA Club Members, to find out more about VIA Club, click here: https://valueinvestasia.com/club/praise-for-via-club/ Get More Value Invest Asia: • Like us on Facebook: http://www.facebook.com/valueinvestasia • Follow us on Instagram: http://www.instagram.com/valueinvestasia • YouTube: http://www.youtube.com/valueinvestasia • Podcast: https://anchor.fm/investingideas • Newsletter: https://valueinvestasia.com/newsletter/ • Read more: https://valueinvestasia.com Value Invest Asia provides independent research on listed companies across Asia. To find out more about VIA Club, click here: https://valueinvestasia.com/club/praise-for-via-club/   Disclosure: Loh Wei owns Berkshire Hathaway at the point of the recording. Stanley owns Berkshire Hathaway and Apple Inc at the point of the recording.
1:07:48
March 27, 2020
#13 INVESTING IDEAS – Tencent Holdings (HKG:0700)
We chatted with the founder of SGBudgetBabe, Dawn. Dawn is one of the most popular personal financial blogger in Singapore. Her candid sharing on savings, insurance and even wedding expenses have been inspiring for many. Dawn is also an avid value investor and she shared with us one of her favourite technology stocks of all time, Tencent Holdings Ltd (HKG:0700).   ***To subscribe to our podcast, search “Investing Ideas” on Apple Podcast, Google Podcast or wherever you get your podcast. If you like the show, please rate and review us as well. If you have an investment ideas you like to share and get on our show, please submit your ideas at: https://valueinvestasia.com/investingideas    Download The Presentation Here:  https://valueinvestasia.com/13-investing-ideas-tencent-holdings-hkg0700/   A full review on the interview and the idea would be available for our VIA Club Members, to find out more about VIA Club, click here: https://valueinvestasia.com/club/praise-for-via-club/    Get More Value Invest Asia:   • Like us on Facebook: http://www.facebook.com/valueinvestasia   • Follow us on Instagram: http://www.instagram.com/valueinvestasia   • YouTube: http://www.youtube.com/valueinvestasia   • Podcast: https://anchor.fm/investingideas   • Newsletter: https://valueinvestasia.com/newsletter/   • Read more: https://valueinvestasia.com    Value Invest Asia provides independent research on listed companies across Asia.  To find out more about VIA Club, click here: https://valueinvestasia.com/club/praise-for-via-club/    *Disclaimer: The show is for entertainment purposes only, and should not be taken as investment advice. Please seek professional advice or do your own research when making any investment decision.   Disclosure: Dawn owns Facebook Inc at the point of recording. Stanley owns Tencent Holdings, Alibaba, JD.com, Alphabet Inc, Apple Inc, Facebook Inc and Baidu at the point of recording.
57:49
February 29, 2020
#12 INVESTING IDEAS – Carlsberg Brewery Malaysia (KLSE: CARLSBG)
This week, we have one of our contributor, Ong Joo Parn, sharing more about one of his favourite stock at the moment, Carlsberg Brewery Malaysia. Carlsberg Brewery Malaysia has been one of the most consistent dividend stocks on Bursa Malaysia. Find out why that is the case.   ***To subscribe to our podcast, search “Investing Ideas” on Apple Podcast, Google Podcast or wherever you get your podcast. If you like the show, please rate and review us as well. If you have an investment ideas you like to share and get on our show, please submit your ideas at:  https://valueinvestasia.com/investingideas   To see the full transcript and download the presentation slide, please go to https://valueinvestasia.com/?p=10860   Value Invest Asia provides independent research on listed companies across Asia. A full review on the interview and the idea would be available for our VIA Club Members, to find out more about VIA Club, click here: https://valueinvestasia.com/club/praise-for-via-club/   Get More Value Invest Asia:  • Like us on Facebook: http://www.facebook.com/valueinvestasia   • Follow us on Instagram: http://www.instagram.com/valueinvestasia  • YouTube: http://www.youtube.com/valueinvestasia   • Podcast: https://anchor.fm/investingideas   • Newsletter: https://valueinvestasia.com/newsletter/  • Read more: https://valueinvestasia.com   Value Invest Asia provides independent research on listed companies across Asia.   To find out more about VIA Club, click here: https://valueinvestasia.com/club/praise-for-via-club/   *Disclaimer: The show is for entertainment purposes only, and should not be taken as investment advice. Please seek professional advice or do your own research when making any investment decision.  Disclosure: Joo Parn owns Heineken Malaysia at the point of recording. Stanley owns Carlsberg Malaysia, Heineken Malaysia and Nestle Malaysia at the point of recording.
31:48
February 20, 2020
#11 INVESTING IDEAS – HemaCare Corporation (OTCMKTS: HEMA)
This week, we chat with Kelvin Seetoh, a financial educator in Singapore. Kelvin shared with us one of his favourite idea, a peculiar healthcare company listed on the US OTC market! HemaCare Corporation is one of the few companies able to supply high-quality processed blood for pharmaceutical companies for their R&D and commercialisation.   ***To subscribe to our podcast, search “Investing Ideas” on Apple Podcast, Google Podcast or wherever you get your podcast.  If you like the show, please rate and review us as well.If you have an investment ideas you like to share and get on our show, please submit your ideas at:  https://valueinvestasia.com/investingideas   To see the full transcript and download the presentation slide, please go to  Value Invest Asia provides independent research on listed companies across Asia. https://valueinvestasia.com/11-investing-ideas-hemacare-corporation-otcmkts-hema/ A full review on the interview and the idea would be available for our VIA Club Members, to find out more about VIA Club, click here: https://valueinvestasia.com/club/praise-for-via-club/   Get More Value Invest Asia:  • Like us on Facebook: http://www.facebook.com/valueinvestasia   • Follow us on Instagram: http://www.instagram.com/valueinvestasia  • YouTube: http://www.youtube.com/valueinvestasia   • Podcast: https://anchor.fm/investingideas   • Newsletter: https://valueinvestasia.com/newsletter/  • Read more: https://valueinvestasia.com   Value Invest Asia provides independent research on listed companies across Asia.   To find out more about VIA Club, click here: https://valueinvestasia.com/club/praise-for-via-club/   *Disclaimer: The show is for entertainment purposes only, and should not be taken as investment advice. Please seek professional advice or do your own research when making any investment decision.Disclosure: Kelvin owns HemaCare Corporation at the point of recording.
1:05:39
February 6, 2020
#10 Investing Ideas - Xero Limited (ASX: XRO)
This week, we chat with Brian Halim, a key financial blogger in Singapore. Brian shares his thoughts on his blog, 3 forever financial freedom, including his personal portfolio and how he analyses stocks, mainly within the Singapore stock market. However, Brian decided to go out of his comfort zone for us and talk about a fast-growing technology stock that he like from the Australia Stock Exchange, Xero Limited. * * * To subscribe to our podcast, search "Investing Ideas" on Apple Podcast, Google Podcast or wherever you get your podcast. If you like the show, please rate and review us as well. If you have an investment ideas you like to share and get on our show, please submit your ideas at: https://valueinvestasia.com/investingideas To see the full transcript and download the presentation slide, please go to https://valueinvestasia.com/investingideas Get More Value Invest Asia: • Like us on Facebook: http://www.facebook.com/valueinvestasia • Follow us on Instagram: http://www.instagram.com/valueinvestasia • YouTube: http://www.youtube.com/valueinvestasia • Podcast: https://anchor.fm/investingideas • Newsletter: https://valueinvestasia.com/newsletter/ • Read more: https://valueinvestasia.com Value Invest Asia provides independent research on listed companies across Asia. A full review on the interview and the idea would be available for our VIA Club Members, to find out more about VIA Club, click here: https://valueinvestasia.com/club/praise-for-via-club/ * * Connect with Brian Halim at: https://www.3foreverfinancialfreedom.com/,  * Disclaimer: The show is for entertainment purposes only, and should not be taken as investment advice. Please seek professional advice or do your own research when making any investment decision. Disclosure: Brian do not own Xero Limited at the point of the recording. Stanley owns Xero Limited and Microsoft Corp at the point of recording.
37:37
January 30, 2020
#9 Investing Ideas - HDFC Bank Limited (NSE: HDFCBANK)
This week, we chat with Chong Ser Jing, co-founder of thegoodinvestors.sg and my former colleague at The Motley Fool Singapore. Ser Jing has always been an investor who is able to think outside of the box and this week he shared with us why his favourite bank right now is the HDFC Bank based in Mumbai, India. * * * To subscribe to our podcast, search "Investing Ideas" on Apple Podcast, Google Podcast or wherever you get your podcast. If you like the show, please rate and review us as well. If you have an investment ideas you like to share and get on our show, please submit your ideas at: https://valueinvestasia.com/investingideas To see the full transcript and download the presentation slide, please go to https://valueinvestasia.com/investingideas Get More Value Invest Asia: • Like us on Facebook: http://www.facebook.com/valueinvestasia  • Follow us on Instagram: http://www.instagram.com/valueinvestasia • YouTube: http://www.youtube.com/valueinvestasia  • Podcast: https://anchor.fm/investingideas  • Newsletter: https://valueinvestasia.com/newsletter/ • Read more: https://valueinvestasia.com Value Invest Asia provides independent research on listed companies across Asia. A full review on the interview and the idea would be available for our VIA Club Members, to find out more about VIA Club, click here: https://valueinvestasia.com/club/praise-for-via-club/ * * Connect with Ser Jing at:  https://www.thegoodinvestors.sg/ * Disclaimer: The show is for entertainment purposes only, and should not be taken as investment advice. Please seek professional advice or do your own research when making any investment decision. Disclosure: Stanley and Ser Jing do not own HDFC Bank at the point of the recording. Stanley and Ser Jing own Berkshire Hathaway at the point of recording.
40:07
November 27, 2019
#8 Investing Ideas - Dialog Group Bhd (KLSE:7277)
We chat with John Huo, COO of EquitiesTracker Holdings Bhd. John has a long experience in the oil and gas industry. Today, he shared with us why he thinks Dialog Group Bhd is the best oil and gas company to bet on in Malaysia. * * * To subscribe to our podcast, search "Investing Ideas" on Apple Podcast, Google Podcast or wherever you get your podcast. If you like the show, please rate and review us as well. If you have an investment ideas you like to share and get on our show, please submit your ideas at: https://valueinvestasia.com/investingideas To see the full transcript and download the presentation slide, please go to https://valueinvestasia.com/investingideas Get More Value Invest Asia: • Like us on Facebook: http://www.facebook.com/valueinvestasia  • Follow us on Instagram: http://www.instagram.com/valueinvestasia • YouTube: http://www.youtube.com/valueinvestasia  • Podcast: https://anchor.fm/investingideas  • Newsletter: https://valueinvestasia.com/newsletter/ • Read more: https://valueinvestasia.com Value Invest Asia provides independent research on listed companies across Asia. A full review on the interview and the idea would be available for our VIA Club Members, to find out more about VIA Club, click here: https://valueinvestasia.com/club/praise-for-via-club/ * * * * Disclaimer: The show is for entertainment purposes only, and should not be taken as investment advice. Please seek professional advice or do your own research when making any investment decision. Disclosure: Stanley and John do not own Dialog Group at the point of the recording.
46:12
November 21, 2019
#7 Investing Ideas - Micro-Mechanics (Holdings) Ltd (SGX:5DD)
We chat with Sudhan, Content Strategist at Seedly. Sudhan shared with us one of his favourite and best investments so far, Micro-Mechanics (Holdings) Ltd. Micro-Mechanics is a small-cap company serving the semi-conductor industry. Find out why the best is yet to come for this company. * * * To subscribe to our podcast, search "Investing Ideas" on Apple Podcast, Google Podcast or wherever you get your podcast. If you like the show, please rate and review us as well. If you have an investment ideas you like to share and get on our show, please submit your ideas at: https://valueinvestasia.com/investingideas To see the full transcript and download the presentation slide, please go to https://valueinvestasia.com/investingideas Get More Value Invest Asia: • Like us on Facebook: http://www.facebook.com/valueinvestasia  • Follow us on Instagram: http://www.instagram.com/valueinvestasia • YouTube: http://www.youtube.com/valueinvestasia  • Podcast: https://anchor.fm/investingideas  • Newsletter: https://valueinvestasia.com/newsletter/ • Read more: https://valueinvestasia.com Value Invest Asia provides independent research on listed companies across Asia. A full review on the interview and the idea would be available for our VIA Club Members, to find out more about VIA Club, click here: https://valueinvestasia.com/club/praise-for-via-club/ To follow Sudhan, you can find him at https://blog.seedly.sg/ * * * * Disclaimer: The show is for entertainment purposes only, and should not be taken as investment advice. Please seek professional advice or do your own research when making any investment decision. Disclosure: Sudhan owns Micro-Mechanics Holdings at the time of recording.
23:12
November 13, 2019
#6 Investing Ideas - Cromwell European REIT (SGX:CNNU)
We chat with Ian Tai, one of our regular contributor here at Value Invest Asia. Ian is sharing with us why Cromwell European REIT is interesting, especially for income investors looking for more diversification in your portfolio. * * * To subscribe to our podcast, search "Investing Ideas" on Apple Podcast, Google Podcast or wherever you get your podcast. If you like the show, please rate and review us as well. If you have an investment ideas you like to share and get on our show, please submit your ideas at: https://valueinvestasia.com/investingideas To see the full transcript and download the presentation slide, please go to https://valueinvestasia.com/investingideas Get More Value Invest Asia: • Like us on Facebook: http://www.facebook.com/valueinvestasia  • Follow us on Instagram: http://www.instagram.com/valueinvestasia • YouTube: http://www.youtube.com/valueinvestasia  • Podcast: https://anchor.fm/investingideas  • Newsletter: https://valueinvestasia.com/newsletter/  • Read more: https://valueinvestasia.com  Value Invest Asia provides independent research on listed companies across Asia. A full review on the interview and the idea would be available for our VIA Club Members, to find out more about VIA Club, click here: https://valueinvestasia.com/club/praise-for-via-club/  * * * * Disclaimer: The show is for entertainment purposes only, and should not be taken as investment advice. Please seek professional advice or do your own research when making any investment decision.  Disclosure: Stanley and Ian do not own Cromwell European REIT at the time of recording.
34:39
November 6, 2019
#5 Investing Ideas - Wells Fargo (NYSE:WFC)
We chat with Willie Keng, our co-founder. Willie talked about one of his favourite investment ideas at the moment: Wells Fargo (NYSE:WFC). * * * To subscribe to our podcast, search "Investing Ideas" on Apple Podcast, Google Podcast or wherever you get your podcast. If you like the show, please rate and review us as well. If you have an investment ideas you like to share and get on our show, please submit your ideas at: https://valueinvestasia.com/investingideas To see the full transcript and download the presentation slide, please go to https://valueinvestasia.com/investingideas Get More Value Invest Asia: • Like us on Facebook: http://www.facebook.com/valueinvestasia  • Follow us on Instagram: http://www.instagram.com/valueinvestasia • YouTube: http://www.youtube.com/valueinvestasia  • Podcast: https://anchor.fm/investingideas  • Newsletter: https://valueinvestasia.com/newsletter/  • Read more: https://valueinvestasia.com  Value Invest Asia provides independent research on listed companies across Asia. A full review on the interview and the idea would be available for our VIA Club Members, to find out more about VIA Club, click here: https://valueinvestasia.com/club/praise-for-via-club/  Willie is running his own personal consultancy services right now, if you wish to contact him, you can reach him at willie@williekeng.com * * * * Disclaimer: The show is for entertainment purposes only, and should not be taken as investment advice. Please seek professional advice or do your own research when making any investment decision.  Disclosure: Stanley owns Bank of China. Willie owns Wells Fargo and Bank of China at the time of recording.
34:34
October 30, 2019
#4 Investing Ideas - Jianpu Technology Inc (NYSE:JT)
We chat with Tan Chun How, an investor in a family office based out of Sydney, Australia. Chun How talked about one of his favourite investment ideas at the moment: Jianpu Technology Inc (NYSE:JT). * * * To subscribe to our podcast, search "Investing Ideas" on Apple Podcast, Google Podcast or wherever you get your podcast. If you like the show, please rate and review us as well. If you have an investment ideas you like to share and get on our show, please submit your ideas at: https://valueinvestasia.com/investingideas To see the full transcript and download the presentation slide, please go to https://valueinvestasia.com/investingideas Get More Value Invest Asia: • Like us on Facebook: http://www.facebook.com/valueinvestasia  • Follow us on Instagram: http://www.instagram.com/valueinvestasia • YouTube: http://www.youtube.com/valueinvestasia  • Podcast: https://anchor.fm/investingideas  • Newsletter: https://valueinvestasia.com/newsletter/  • Read more: https://valueinvestasia.com  Value Invest Asia provides independent research on listed companies across Asia. A full review on the interview and the idea would be available for our VIA Club Members, to find out more about VIA Club, click here: https://valueinvestasia.com/club/praise-for-via-club/  * * * * Disclaimer: The show is for entertainment purposes only, and should not be taken as investment advice. Please seek professional advice or do your own research when making any investment decision.  Disclosure: Stanley owns Tencent Holdings and Alibaba Group, Chun How owns Jianpu Technology and Lending Tree at the point of recording.
32:30
October 22, 2019
#3 Investing Ideas - Why Multi-Chem Limited is Undervalued?(SGX:AWZ)
We chat with Phuah Keng Keat, an analyst in a family office based out of Singapore. Keng Keat talked about one of his favourite investment ideas at the moment: Multi-Chem Limited (SGX:AWZ). * * * To subscribe to our podcast, search "Investing Ideas" on Apple Podcast, Google Podcast or wherever you get your podcast. If you like the show, please rate and review us as well. If you have an investment ideas you like to share and get on our show, please submit your ideas at: https://valueinvestasia.com/investingideas To see the full transcript and download the presentation slide, please go to https://valueinvestasia.com/investingideas Get More Value Invest Asia: • Like us on Facebook: http://www.facebook.com/valueinvestasia  • Follow us on Instagram: http://www.instagram.com/valueinvestasia • YouTube: http://www.youtube.com/valueinvestasia  • Podcast: https://anchor.fm/investingideas  • Newsletter: https://valueinvestasia.com/newsletter/  • Read more: https://valueinvestasia.com  Value Invest Asia provides independent research on listed companies across Asia. A full review on the interview and the idea would be available for our VIA Club Members, to find out more about VIA Club, click here: https://valueinvestasia.com/club/praise-for-via-club/  * * * * Disclaimer: The show is for entertainment purposes only, and should not be taken as investment advice. Please seek professional advice or do your own research when making any investment decision.  Disclosure: Stanley owns Amazon.com. Keng Keat owns Multi-Chem Limited
24:04
October 16, 2019
#2 Investing Ideas - Elsoft Research Berhad (KLSE:ELSOFT)
We chat with Gan MJ, an analyst at EquitiesTracker Holdings Bhd based out of Malaysia. MJ talked about one of his favourite investment ideas at the moment: Elsoft Research Berhad (KLSE:ELSOFT). * * * To subscribe to our podcast, search "Investing Ideas" on Apple Podcast, Google Podcast or wherever you get your podcast. If you like the show, please rate and review us as well. If you have an investment ideas you like to share and get on our show, please submit your ideas at: https://valueinvestasia.com/investingideas To see the full transcript and download the presentation slide, please go to  https://valueinvestasia.com/investingideas Get More Value Invest Asia:  • Like us on Facebook: http://www.facebook.com/valueinvestasia  • Follow us on Instagram: http://www.instagram.com/valueinvestasia • YouTube: http://www.youtube.com/valueinvestasia  • Podcast: https://anchor.fm/investingideas  • Newsletter: https://valueinvestasia.com/newsletter/  • Read more: https://valueinvestasia.com  Value Invest Asia provides independent research on listed companies across Asia. A full review on the interview and the idea would be available for our VIA Club Members, to find out more about VIA Club, click here:  https://valueinvestasia.com/club/praise-for-via-club/  * * * * Disclaimer: The show is for entertainment purposes only, and should not be taken as investment advice. Please seek professional advice or do your own research when making any investment decision.  Disclosure: Stanley owns Vitrox Corp, MJ owns Vitrox Corp and Elsoft Research at the point of recording.
34:23
October 9, 2019
#1 Investing Ideas - OCBC Ltd & UOB Ltd
We chat with Goh Tee Leng, fund manager at Heritage Global Capital Fund based out of Singapore. Tee Leng talked about one of his favourite investment ideas at the moment: OCBC Ltd (SGX:O39) and UOB Ltd (SGX:U11). * * * To subscribe to our podcast, search "Investing Ideas" on Apple Podcast, Google Podcast or wherever you get your podcast. If you like the show, please rate and review us as well. If you have an investment ideas you like to share and get on our show, please submit your ideas at: https://valueinvestasia.com/investingideas To see the full transcript and download the presentation slide, please go to  https://valueinvestasia.com/investingideas Get More Value Invest Asia:  • Like us on Facebook: http://www.facebook.com/valueinvestasia  • Follow us on Instagram: http://www.instagram.com/valueinvestasia • YouTube: http://www.youtube.com/valueinvestasia  • Podcast: https://anchor.fm/investingideas  • Newsletter: https://valueinvestasia.com/newsletter/  • Read more: https://valueinvestasia.com  Value Invest Asia provides independent research on listed companies across Asia. A full review on the interview and the idea would be available for our VIA Club Members, to find out more about VIA Club, click here:  https://valueinvestasia.com/club/praise-for-via-club/  You can find out more about Tee Leng at his financial blog:  https:// investingnook.com * * * * Disclaimer: The show is for entertainment purposes only, and should not be taken as investment advice. Please seek professional advice or do your own research when making any investment decision.  Disclosure: Tee Leng owns OCBC Ltd and UOB Ltd at the point of recording.
26:47
October 2, 2019