WHO: staunch believer of the graham mindset towards investment, fisher's scuttlebutt technique, munger's mental thought processes and buffett's synthesis of all the foregoing. WHERE: lives in graham & doddsville. WHAT: a blog of investing ideas & thoughts and random musings. UNIVERSE: world but predominantly singapore. no constraints. so long as it has value. HEROS: graham, fisher, munger, buffett, lynch, neff, whitman.
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Margin of Safety is coined by Benjamin Graham and is considered as the most important phrase by proponents of value investing.
Dragon Capital, a member of Levitation Partners LLC, maintains this blog and its excellent value investing ideas.
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Quick thought: SIA SP may have hedged its oil needs at about $32 per barrel. So, it may be able to ride out the crisis with reduced impact. They typically hedge one-third of their oil needs. Whilst they are susceptible to competition from LCCs, it remains a premier name in air travel. May be a buy if it gets overly beaten down. [About $10.50]
crafted by Mr Market @ 7:26 AM
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