tag:blogger.com,1999:blog-17708300.post1923320736879229056..comments2023-10-25T21:25:46.183+08:00Comments on Where is Ze Moola: Featured Post: The Muhibbah Fiasco : How Lousy Disclosure Cost Shareholders MoniesUnknownnoreply@blogger.comBlogger8125tag:blogger.com,1999:blog-17708300.post-758712214266707962011-06-18T08:19:24.289+08:002011-06-18T08:19:24.289+08:00Warren Buffett states that we should invest in com...Warren Buffett states that we should invest in companies in which the management is honest. This is the most important requirement. It matters not that management is super smart or highly competent or the business grossly undervalued. <br /><br />When management lacks integrity, the Oracle of Omaha avoids the company. This is the first acid test. Would we marry spouses we do not trust? Do we invest in shares of companies where the directors cannot be trusted?ronniehttps://www.blogger.com/profile/03219031790630173221noreply@blogger.comtag:blogger.com,1999:blog-17708300.post-24091237791044458412011-06-17T22:36:41.048+08:002011-06-17T22:36:41.048+08:00APH is not a new issue one should be worried, neit...APH is not a new issue one should be worried, neither changes in shareholding.<br /><br />I think if the business is profitable then the cash-flow should rise. Yes indeed the case for it's latest quarter by naked eye. In fact, I see not and express some concern if not for the cash-flow from financing of RM80mil. <br /><br />Loan for short and long term stand at Rm400 mil for last Q and this Q, but the finance cost 4x higher this quarter. This might reaffirm some depleting sign of financial which need to be revisit and monitor for next 2Q.solomonhttps://www.blogger.com/profile/15373632232861592746noreply@blogger.comtag:blogger.com,1999:blog-17708300.post-81929119185043014842011-06-17T17:40:13.471+08:002011-06-17T17:40:13.471+08:00Aiseh.. taikor limko ... dun be so liddat mah.
So...Aiseh.. taikor limko ... dun be so liddat mah.<br /><br />So sorry.. me did not mean to brag... just trying to explain why I have not bothered to look into Muhibbah books. :PMoolahhttps://www.blogger.com/profile/16837745401820976707noreply@blogger.comtag:blogger.com,1999:blog-17708300.post-33789355606965186032011-06-17T17:28:55.312+08:002011-06-17T17:28:55.312+08:00I have been lucky with Muhibbah, lousy share notwi...I have been lucky with Muhibbah, lousy share notwithstanding. Made a total of four rounds, latest being today making some pocket money from contra on yesterday's big fall.<br /><br />Sorry for bragging, hard to resist after reading Moo's article on Muhibbah.limkohttps://www.blogger.com/profile/06437721219003784491noreply@blogger.comtag:blogger.com,1999:blog-17708300.post-81678594862892097552011-06-17T09:38:37.993+08:002011-06-17T09:38:37.993+08:00MALAYSIA boleh Muhibbah SelaluMALAYSIA boleh Muhibbah SelaluThe Contrarianhttps://www.blogger.com/profile/14273101704466232761noreply@blogger.comtag:blogger.com,1999:blog-17708300.post-22678128570681826672011-06-17T09:38:06.834+08:002011-06-17T09:38:06.834+08:00well said, where are consistency in standards of r...well said, where are consistency in standards of reporting i question!! anyways if aged debtors analysis is compulsory you'll probably not invest in MANY Gov linked Entities :X how to raise capital like that !!The Contrarianhttps://www.blogger.com/profile/14273101704466232761noreply@blogger.comtag:blogger.com,1999:blog-17708300.post-87443331141350558902011-06-17T08:53:11.855+08:002011-06-17T08:53:11.855+08:00snowball: No.. thank you. :)
Anyway, I have edite...snowball: No.. thank you. :)<br /><br />Anyway, I have edited and add in some comments below your posting.Moolahhttps://www.blogger.com/profile/16837745401820976707noreply@blogger.comtag:blogger.com,1999:blog-17708300.post-49856978059569064782011-06-17T07:44:27.544+08:002011-06-17T07:44:27.544+08:00Hi Moolah,
Thanks for highlighting :-)Hi Moolah,<br /><br />Thanks for highlighting :-)snowballhttps://www.blogger.com/profile/09061589188293119124noreply@blogger.com