T.U.B Investing

There has been a lack of write up or sharing since end March 2021. Maybe it was the packed 1 st quarter I had – Reviewing companies, writing posts, the rise and fall of market during the same period of time, the significant high number of collaborations here and there during the 1 st quarter, as well as my full time job. I have been feeling a bit of market fatigue since end Mar 21 – the end of 1 st quarter. Basically, I am just not able to generate enough passion/energy to follow and update of the market. At times, I felt I should be investing ALL MY EXCESS CASH and then wait till a few months or even a year, and then go back to look at the market.  This is because I know the companies I have are amazing. I have also been reducing and consolidating my holdings – trying to just hold onto my highest conviction companies. Another point to note is that I have yet to sell any of CRNC , APPS , AZT and NIO since I wrote about them. In fact I added more . This is because I kno...

Short Post. Basically, Orbcomm got acquired at US$11.50 per share. I have written in this post before that I had purchase Orbcomm at US$3.820 in Oct 2020.  Thus, the acquired share price is 301% above my initial purchase price ! One of the methods I did was compared all the telematics companies in the industry (as per the excel pic below), and see where each company is located. Other than the number of geographical countries/regions that it is located, Orbcomm also stands out as one of the main companies/or the only company that has a dual service system where it has satellite and cellular system.  This allowed them to be a leader in tracking vessels in the marine sector as cellular does not work well in sea water. In short, my opinion is that analysing the Qualitative information is as important as analysing the Quantitative information. Now that Orbcomm is acquired, it is time to find the next company to re-deploy the cash! If you are interested, please do bookmark this Blo...