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Buffett is wrong. Volatility is risk
And a strategy to manage volatility
Sep 18
•
Angsana Anderson
10
2
Siltronic: Reaching an inflection point
World’s 4th largest semiconductor wafer maker
Sep 16
•
Angsana Anderson
6
1
2 More Attractive Ideas
Mispricing at UK’s top mortgage network + China’s largest hotpot chain
Sep 14
•
Angsana Anderson
7
2
“Debt-free = Risk-free” Wrong!
Stop following rules. They’ll get you into trouble.
Sep 11
•
Angsana Anderson
10
2
1
Elan: Temporary headwinds, under-recognised growth and a takeover
Its parent paid JPY 1,040 per share. Today, it trades at a mere JPY 746
Sep 9
•
Angsana Anderson
7
1
2 Attractive Ideas
World’s 4th largest semicon wafer maker + Singapore’s low-cost telco
Sep 7
•
Angsana Anderson
8
3
How Companies Inflate Profits and Free Cash Flow
The big red flag before share price collapse
Sep 4
•
Angsana Anderson
18
2
3
Nine: Hidden Asset, AI Beneficiary and A Takeover
Netflix’s competitor in Australia and more, at only 10.7x P/E
Sep 2
•
Angsana Anderson
14
2
August 2026
2 Interesting Opportunities Again
15% growth at 9% FCF yield in Japan + Overlooked recovery at UK’s discount retailer
Aug 31
•
Angsana Anderson
10
2
“Accounting is useless. Backward-looking”
But if you had analysed this footnote, you would have avoided a 90% drawdown
Aug 28
•
Angsana Anderson
8
2
1
Genting Malaysia: Another Double-Bagger?
Revenue set to double by 2031. Hidden assets worth ~ 73% of market cap.
Aug 26
•
Angsana Anderson
8
1
Yet Another 2 Interesting Opportunities
Stan, Australia’s homegrown Netflix; UK’s best-selling sausage roll
Aug 24
•
Angsana Anderson
11
8
2
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