Hey guys, how are y’all doing? If you’ve been following Malaysian business news in the past few months, you would know that glove stocks are as hot as a cheesy croissant sandwich from a Japanese convenience store (a.k.a very hot). For investors who got in early, you are a way more astute investor than I am and you deserve every Ringgit you earned. For those “goreng kaki” as we call speculators in Malaysia, I think you are batshit crazy to be chasing glove stocks at these prices. I'm aware that it is unpopular to say anything bad about the rubber gloves sector right now when it got a rocket st ..read more

Whaddup value investing fam. I hope y’all have adjusted to living alongside this evil virus. Considering that it is the first time that most of the world went into lockdown, the market doesn’t seem to have taken too big a hit (even during the March lows relative to the great financial crisis). The market has since bounced back which I think is premature considering all the uncertainty that still exists on the state of the global economy. The fact that Warren Buffett isn’t buying big and even sold a majority of his stake in Goldman Sachs is worrying. I personally don’t have a damn clue what th ..read more

Hey guys, just wanted to give a quick update on what I have been buying/selling since the last time I posted till the current coronavirus crisis. I stopped blogging because it seemed that everything wrong that could happen to me in investing happened. If you just did the opposite of everything I did you would be able to make it rain in soi cowboy, Bangkok every night. I can remember at least 4 times in the past few months where I just wanted to wait one more day before selling a stock, and like magic the stock will plunge. Either the fucking universe is out to get me or I’m just stupid. Prob ..read more

Whaddup y’all, how’s it going? In this post, I will be summarizing some of the moves I have been makin’ recently to adjust the Greedy Dragon portfolio. Before we get down to that, there's something I want to rant about. Investors today (both retail, but I suspect mostly institutional) are fucking retarded. They panic and sell when Trump or China slaps some tariffs on each other’s exports, and push up the markets whenever tensions between the 2 countries appear to be easing. Wise up fools, the trade war will probably NEVER end under Trump’s presidency. Stop being such reactionary schmucks. Jus ..read more

What is up everybody? Seems like inverted yield curves and the trade war have got markets spooked. Is there a bubble about to burst? Are we about to enter into a depression so devastating that we will all return to the era of subsistence farming and banditry? I dunno pimpin’, I dunno. Update on the Greedy Dragon portfolio: I recently sold 200 shares in Qudian at USD8.80 per share to raise some cash. I also bought 450 shares in Oasis Petroleum at USD2.72 per share (this is intended to be more of a short-term position). What I do know is that there is a clear bubble in Malaysia's bubble tea ..read more

“The outstanding investor makes money in the good years with the risk under control.” - Howard Marks  Hey guys, I hope y’all are being prudent in your investments. I just got back from Rome about a week ago. It was great just walking around the Roman Forum where giants like Scipio Africanus and Cicero used to walk. Limonata gelato and oxtail pasta was pretty fucking awesome too, and came in a close second in my list of favorite experiences in Rome. In the spirit of the ancient Roman Republic and its pursuit of excellence, I will resume my journey to grow by getting a re-up in investment know ..read more

Please read the disclaimer here: http://greedydragoninvestment.blogspot.com/p/about-greedy-dragon.html. Enjoy the article, bitches! Hey yo, it’s been a while. Since my last blog post, I have left my job as an investor relations consultant to focus on the final level of the CFA exam, play some PS4, and do some traveling. I also aim to set up my limited partnership similar to how OGs like Warren Buffett and David Einhorn did when they were starting out.  I got into the corporate game to get some experience on how to run a firm, and to be in the shoes of an employee to learn how to better ..read more