My friend Stanley Lim organised a special webinar session on 28 April 2020 for Value Invest Asia, the excellent investment education site that he’s leading. The participants in the webinar were Stanley, Sudhan P., and myself. During the webinar, the three of us talked about our favourite stock ideas at the moment, and also answered the questions of viewers.
We covered a lot of ground during the webinar and it was a wonderful session of sharing. I’ve known Stanley and Sudhan for years. They are my ex-colleagues (we worked together for many years in Motley Fool Singapore) and are excellent investors in their own right. More importantly, they are my friends. Sudhan is currently a content strategist at the highly popular Singapore-based personal finance portal, Seedly, specialising in creating investing-related content.
You can find a video of our webinar below. We talked about three stocks:
- Amazon (NASDAQ: AMZN): 7:23 minute mark
- Tencent Holdings (700:HK): 33:00 minute mark
- Micro-Mechanics (SGX:5DD): 53:41 minute mark
The questions we answered touched on the following:
- Amazon’s future growth drivers
- Amazon’s valuation
- Different valuation tool kits
- Tencent’s biggest risk, and the risk of its VIE (variable interest entity) structure
- Is Tencent still hampered by the Chinese government’s refusal to approve online games?
- Tencent’s growth rate
- Risk of fraud for China-based companies, such as what happened to Luckin Coffee (NASDAQ: LK)
- How to handle fraud cases in the stock market
- Tencent’s market share
- COVID-19’s impact on Micro-Mechanics’s business
- The risk of Micro-Mechanics cutting its dividend
- Micro-Mechanics’s economic moat
- The cyclicality of Micro-Mechanics’s business and of the semiconductor industry
- Finding the courage to start investing
- Are we too early to bottom fish?
- Should we be concerned about small differences in our purchase prices for stocks?
Enjoy our discussion! (The video starts at the 2:00 minute mark and there is a lag in the video for the first 10 minutes; sorry for the technical issue!)
Disclaimer: The Good Investors is the personal investing blog of two simple guys who are passionate about educating Singaporeans about stock market investing. By using this Site, you specifically agree that none of the information provided constitutes financial, investment, or other professional advice. It is only intended to provide education. Speak with a professional before making important decisions about your money, your professional life, or even your personal life.