Tuesday, November 24, 2020

Random thoughts: Blind spots

 Blind Spot 1

When it comes to investment, I have wondered aloud what is my competence of circle. The recent rally of the market (Which has turned as I am writing this), makes me realise:

1) Almost all counters in my radar raises with the raising tide. There are some salted fish that didnt move, but a quick check makes me realised I do not really need skills to pick the right stock during a raising market. The odds are heavily stacked against one when the tide rises or falls.

2) My competence hence is to prevent permanent loss such that a company go belly up. I look at various ratios etc. But the "outsized" gains depends a lot of positioning your portfolio according to the themes. A lot of positive news that happen recently depend on luck rather than skills. 

3) Thus it seems, temperament and patience, seems to matter much more beyond the basic investment literacy. I cannot trade daily, I cannot find good companies "anytime", most of the time, it takes a lot of waiting. Waiting for luck to allow the margin of safety to appear to buy, for the thesis to work out.

An example, I recently further accumulate CDG and Koufu. I believe phase 3 will benefit them. Between the 2, I see much more catalysts in Koufu than CDG, yet Koufu price falls more than CDG. 

I See the following in Koufu

1) Management accretive accquisition of dough culture.

2) Macau opening up slowly but surely with China containing Covid very well.

3) 2nd expansion to Phillipines and the prior withdrawn expansion to Indonesia left a deep impression in me. They were trying to bring RandB Bublé tea to indon. (I tried it, nothing special, but reasonably good, able to compete with the rest), but they withdrawn suddenly. When they go to phillipines, they worked with peri peri instead. Opening at their stores to try viability. According to their quarter update, it is deem viable even current covid situation. I paying for competent management (compare this to SPH, with poor customer service and incompetent and overpaid acquisitions, yet the price cheong more than 20% with rumors of restructuring. This again, points to luck.)

4) cost saving (operational wise) with their integrated facility in Woodlands. 25 percent space for external vendors have been filling up

Risks are with the bidding of food courts, there might be some lumpiness here and there. Food courts contracts are 3 years. They have returned contracts before. But I see this as a plus, since they are not chasing numbers mindlessly. 

A compelling story, yet it is the worst performing counter. I believed it might still turnaround, but the timing is pure luck. 


Blind Spot 2

Last day of school, I got my pupils to do digital autographs for one another. They can take photos with t their BFF, and read notes and decorate the photo before sharing it with their friends.

I know of a a few pupils who are very shy, so I encourage them to create autograph for their friends, even if no one ask them for a photo shot. I did ask 1 or 2 pupils to approach them to take some photos with the shy ones.

Surprisingly, at the end of the day, I have 3-4 pupils with no photos/ notes in their folder, and some as many as 9. The 3 pupils do not come across as socially aware, although I knew 1 of them are not actually well-liked

Granted, although I am the co-form teacher of the class, I only teach them once a forthnight or month since semester 2, and there are only a handful of pupils who are my chinese pupils, I am quite shocked how these pupils can slip past my radar. There are very nice kids who are very good friends imho with only 1 invite to autograph too. 


17 comments:

  1. I would like to let all know that the size of your Penis really matters in your relationship or marriage. I got married to my wife about 1 month after we met on a photo studio, we lived happily for the first 3 months of our marriage until i and my wife started having quarrels at home because i couldn't satisfy her on bed with my little penis. Actually my penis was very small, it measured about 4.5 inch long on erection and i am 39 years old. My wife said it was forbidden by the women of this world. My wife started sleeping with other men outside. Sometimes i will return from work without finding my wife at home and whenever i call or ask her where she was, she will always snub at me and sometimes just tell me to go get a larger dick. All this continued for a long time and it hurt me so much that i was at the edge of breaking up on the marriage till when i read about a doctor called DR.AFRID. online. I never thought i could smile and be in a happy marriage again if not for the help of DR.AFRID. I got the doctors Emails:(drafridherbalhome@gmail.com ) on the internet and i emailed him, and he got back to me with some encouraging words, he got me some herbs cream which i use for just 8 days and i began to feel the enlargement of my penis, and without surgery. This went on for a little period of about 10 days and to my surprise my wife keeps screaming that she love my big dick now. Now my wife no longer cheat on me, and my penis is now about 10.5 inches long on erection and off course very large round. And now my wife uses breasts, hips and bums enlargement. I and my wife are very happy for the help rendered to me by DR.AFRID , and i want to say a big thanks to Doctor for the help. You can contact the Doctor now on his Email:( drafridherbalhome@gmail.com ) Am thankful to the doctor for helping me. his whataspp number +2349057260738 DOCTOR AFRID CAN AS WELL HELP THE FOLLOWING PROBLEMS 1. HIV/AIDS SPELL 2. HERPES SPELL 3. CANCER SPELL 4 IF YOU WANT YOUR EX LOVER BACK SPELL 5 IF YOU NEED A BABY SPELLhim to solve 6 LOW SPERM COUNT SPELL get all your problem solve. No problem is too big for him to solve.  

    ReplyDelete
    Replies
    1. Good evening to you all I want to write a shortly message to the world how doctor ehiaguna help with his great herbal medicine to cured me from this horrible virus HSV 1 and 2 I get his email from someone name Olivia mason how she was also cured by doctor ehiaguna I never believe there was cure until I meet her testimony, I contacted doctor ehiaguna I don’t believe there was cure well I am so happy to write this testimony to the world, this man immediately when I sent him email and this man response within 20 minus and give me the necessary process and the herbal was sent to within 4 day I took it according to the instruction so with 2 week I was completely cured and I get my test done I was confirm negative I am so happy if you want to get his contact you can message him with this email drehiaguna@gmail.com or you can also WhatsApp him +2348073908953.visit his website https://effectiveherbalcurehome.blogspot.com/ he can fix this.HIV.HEPATITIS.ANTHRAX.HPV.CANCER.ALSAND ALSO SOLVE YOUR RELATIONSHIP PROBLEM

      Delete
  2. I came across this link on investment plans, hope can provide more insights.

    investment plans

    ReplyDelete
  3. BITCOIN, BINARY OPTION: Please everyone should be careful and stop being a victim by all these brokers and account managers, they scammed me over $ 140,000 of my investment capital, they kept on requesting for extra funds before a withdrawal request can be accepted and processed, in the end, I lost all my money. All efforts to reach out to their customer support desk had declined, I found it very hard to move on. God so kind I followed a broadcast that teaches on how scammed victims can recover their fund, I contacted the email provided for consultation, I got feedback after some hours and I was asked to provide all legal details concerning my investment, I did exactly what they instructed me to do without delay, to my greatest surprise I was able to recover my money back including my profit which my capital generated. I said I will not hold this to myself but share it to the public so that all scammed victims can get their funds back,  Notice: If you are looking for a professional hacker to provide hacking solutions on Recovering Scammed funds, increase your Credit score and top up your Credit Card to any amount,  Bitcoin Lost funds recovery, Social media hacks  Bitcoin mining, DMV database and a lot more, search no further.  hire them now by 
     Email: wizardcharles1@gmail.com

    WhatsApp: +1 (385) 273 0329

    visit their website to read more about them:  https://wizardcharlesgrouphackers.com/.n/

    ReplyDelete
  4. Thank you for sharing such great information.
    It has help me in finding out more detail about mortgage insurance

    ReplyDelete
  5. Herbal Penis Enlargement product is 100% guarantee to Enlarge and get a better ERECTION ,
    the reason why most people are finding it difficult
    to enlarge Penis is because they bedlieve on medical
    report, drugs and medical treatment which is not
    helpful for Penis Enlargement . Natural roots/herbs are the best remedy which can easily Enlarge your Penis permanently
    Contact Dr Edidia via Email : dredidiaherbalhome@gmail.com or via WhatsApp : +2349074505296 for Natural root and herbal remedies put together to help you get Enlarge and Erect healthy.
    Thank you.    

    ReplyDelete
  6. READ CAREFULLY VERY IMPORTANT MESSAGE
    I want to share a testimony of how Dr_Ogodo1 herbal mixture cream saves me from shame and disgrace, my penis was a big problem to me as the size was really so embarrassing,and i was also having weak erection problem. I can't make love to my wife and my penis was just too small a full grown man like me having 4 inches penis and to worsen it i don't last long in bed,i can't even last two minutes it was really a thing of shame to me. My wife was really tired of me because my sex life was very poor,she never enjoyed sex,i was always thinking and searching for solutions everywhere until when i saw a testimony of how Dr_Ogodo1 herbal mixture cream have been helping people regarding their sex life, so i decided to give him a try and to my greatest surprise in less than one week of taking the herbs my penis grow to 8 inches i couldn't believe my eyes and as i speak now my penis is now 8 inches and i do not have week erection again. I can make love to my wife longer in bed. And my marriage is now stable,my wife now enjoy me very well in bed.
    * He can also bring back your Ex
    *Love spell
    * Herpes virus diseases
    *Diabetes
    *Aid virus
    *STD/HSV
    *Cancer/typhoid E.t.c you contact him through the mail. Ogodoherbalhomesolution@gmail.com
    You can also WhatsApp him on +2349044680467
    https://www.facebook.com/oogoherbalhomesolution/

    ReplyDelete
  7. All thanks to Dr.chala for helping me with his herbs to cure my (HERPES VIRUS) right now everything is fine thank God for everything, doctor Chala you are the best i ever meet he is real and can be trusted and also he is the best traditional herbal doctor in West African Nigeria you can email him dr.chalaherbalhome@gmail.com he can also cure (1} HIV And AIDS (2) HPV (3) Diabetes (4) Hepatitis (5) Vitiligo (6) Blood Cancer (7)) Acid reflux (8) STD {9} Fibroids (10) ALS {11} Thyroid {12} Blood pressure, to no more aboutDr chala and his product visit his website on http://drchalaherbalhome.godaddysites.com or. https://mywa.link/dr.chalaherbalhome

    ReplyDelete
  8. Good evening to you all I want to write a shortly message to the world how doctor ehiaguna help with his great herbal medicine to cured me from this horrible virus HSV 1 and 2 I get his email from someone name Olivia mason how she was also cured by doctor ehiaguna I never believe there was cure until I meet her testimony, I contacted doctor ehiaguna I don’t believe there was cure well I am so happy to write this testimony to the world, this man immediately when I sent him email and this man response within 20 minus and give me the necessary process and the herbal was sent to within 4 day I took it according to the instruction so with 2 week I was completely cured and I get my test done I was confirm negative I am so happy if you want to get his contact you can message him with this email drehiaguna@gmail.com or you can also WhatsApp him +2348073908953.visit his website https://effectiveherbalcurehome.blogspot.com/ he can fix this.HIV.HEPATITIS.ANTHRAX.HPV.CANCER.ALSAND ALSO SOLVE YOUR RELATIONSHIP PROBLEM

    ReplyDelete
  9. CHIEF DR LUCKY HERBAL THERAPY 
    Thank you very much for curing my Human Papillomavirus (HPV) totally. You are really a Godsent, I promise you that I will always recommend you. and to share your testimony to people. Contact him now thanks all. 
    CHIEF DR LUCKY HERBAL THERAPY CAN AS WELL CURE THE FOLLOWING VIRUSES :-
    1: HIV/AIDS
    2: HSV
    3: LUPUS
    4: ALS
    5: HEPATITIS B
    6: DIABETES
    7: HUMAN PAPILLOMAVIRUS (HPV)
    8: CANCER
    9: PAD
    10: PENIS ENLARGEMENT 
    11: THYROID ETC..  
    WhatsApp him on +2348132777335 or email (chiefdrlucky@gmail.com). 
    Website: https://chiefdrluckyherbaltherapy.wordpress.com/

    ReplyDelete
  10. Happiness is all I see now I never thought that I will be cured from HERPES virus again. I have been suffering from a deadly disease (HERPES) for the past 4 years now, I have spent a lot of money going from one place to another, from church to church, hospitals have been my home every day. Constant checks up have been my hobby not until this fateful day, I was searching through the internet, I saw a testimony on how DR Omongbe helped someone in curing his HERPES disease, quickly I copied his email which is dromongbenaturalremedies@gmail.com just to give him a test I spoke to him, he asked me to do some certain things which I did, he told me that he is going to provide the herbal cure to me, which he did, then he asked me to go for medical checkup after some days after using the herbal cure, behold I was free from the deadly disease, he only asked me to post the testimony through the whole world, faithfully am doing it now, please brothers and sisters, he is great, I owe him in return. if you are having a similar problem just email him on ( dromongbenaturalremedies@gmail.com ) or you can whatsApp his mobile number on +2348050407265 Visit his website https://dromongbenaturalre.wixsite.com/dromongbenaturalreme

    ReplyDelete
  11. I have been a herpes carrier for 2 years and I tried every possible means of curing but all of no useful until I saw a health promotion on a herbalist from West Africa who prepares herbal medicines to cure all sorts of diseases including #HSV and many others sickness but look at me today am very much happy and healthy, I'm telling you today don't lose hope keep trying God is with you, If you needs Dr.Chala help contact him on his email dr.chalaherbalhome@gmail.com or you can visit his website on http://drchalaherbalhome.godaddysites.com or https://mywa.link/dr.chalaherbalhome

    ReplyDelete
  12. Good New Everyone !! I'm here to testify about Dr AIre I was suffering from Herpes Simplex Virus for about 4 years and I was cured by Dr Aire He sent me the medicine through DHL, I got the medicine and He instructed me on how I'm going to take the medicine, He asked me to drink for 14days which was 2weeks and I did according to his instructions, that was how I got Rid of Herpes Simplex Virus permanently, You can also contact him to get HIV/AIDS medicine by calling him or texting him on WhatsApp through this number +2347036740271 or Kindly Email him directly on; drairehome@gmail.com or https://mobile.facebook.com/drairehome48

    ReplyDelete
  13. Do you need to increase your credit score?
    Do you intend to upgrade your school grade?
    Do you want to hack your cheating spouse Email, whatsapp, Facebook, instagram or any social network?
    Do you need any information concerning any database.
    Do you need to retrieve deleted files?
    Do you need to clear your criminal records or DMV?
    Do you want to remove any site or link from any blog?
    you should contact this hacker, he is reliable and good at the hack jobs..
    contact : cybergoldenhacker at gmail dot com

    ReplyDelete
  14. Thank you for what you have done for me!  My husband stopped filling the divorce papers after I contacted you to help me stop the divorce with my husband and now things are going much better now.  As you said, all the process concerning the divorce have been cancelled and the evil woman that cause the problem in my marriage has be sent away by my husband and we are now happy together, if you are having relationship or marriage problems or any other problems, you can email him at: (drositamiraclespell@gmail.com) or WhatsApp him (+15088120454). Have a nice day
    https://miraclespells.blogspot.com/
    http://drositamiraclespell.website2.me

    ReplyDelete
  15. All thanks to Dr KOKOBI for curing my herpes virus/hpv with his herbal medicine, i do not have much to say but with all my life i will forever be grateful to him and God Almighty for using Dr KOKOBI  to reach me when i thought it was all over, today i am happy with my life again after the medical doctor have confirmed my HERPES SIMPLEX VIRUS / HPV of 5 is gone. I never in my life believed that HERPES SIMPLEX VIRUS could be cured by herbal medicine. so i want to use this means to reach other persons who have this disease to know that all hope is not lost yet. contact him via kokobiherbalremedycentre@gmail.com or whatsapp +254746618873 and get your healing for any kind of disease. You can also call him via +2348114448587

    ReplyDelete
  16. CHIEF DR LUCKY HERBAL THERAPY
    Thank you very much for curing my Human Papillomavirus (HPV) totally. You are really a Godsent, I promise you that I will always recommend you. and to share your testimony to people. Contact him now thanks all.
    CHIEF DR LUCKY HERBAL THERAPY CAN AS WELL CURE THE FOLLOWING VIRUSES :-
    1: HIV/AIDS
    2: HSV
    3: LUPUS
    4: ALS
    5: HEPATITIS B
    6: DIABETES
    7: HUMAN PAPILLOMAVIRUS (HPV)
    8: CANCER
    9: PAD
    10: PENIS ENLARGEMENT
    11: THYROID ETC..

    WhatsApp him on +2348132777335 or email (chiefdrlucky@gmail.com).

    Website: https://chiefdrluckyherbaltherapy.wordpress.com/

    Http://facebook.com/chiefdrlucky

    ReplyDelete