To The Moon

$Atkore Inc.(ATKR)$ Here is what you need to know on my most recent BUYS!!! ATKORE Analysis! Many of you may not have heard of this company before so I will summarise and make it easy to understand for all my value investors. Atkore is a leading manufacturer and distributor of electrical, mechanical, and safety products. So basically their main business models are 1.⁠ ⁠Manufacturing and distribution 2.⁠ ⁠Product innovation and development 3.⁠ ⁠Strategic acquisitions and partnerships They have fall 60% to 70% from their ATH, due to missing earnings and of course due to the slow economic cause by the inflation. So I dived deep into their growth and valuation instantly. 8 Pillars showed me 8 check marks in green, and it tingle my curiosity. Lo

The 8 “PILLARS” applied to my stock picking To those that are value investors or learning to be one. You may have heard somewhere in your Journey , Eg: finding intrinsic value or how to determine whether a stock is under valued or over valued Using $Alphabet(GOOGL)$   as an example. I’m here to share the 8 pillars I use which helps to summarise or tell a story of a company. (Labelled as 8 Pillars in the photo) 1. 5years PE ratio < 22.5 2. ⁠5years ROIC > 9% 3. ⁠shares outstanding (decreasing or increasing) 4. 5years Cash flow growth 5. ⁠5years net income growth 6. ⁠5years revenue growth 7. ⁠Long term liabilities / 5yr FCF < 5 8. ⁠5years price to FCF < 5 These 8 metrics serve as a guide to analyse a company growth, o

I consider myself as a conservative investor, you won’t be seeing me owning stocks which some of you see it daily in your watchlist 😂 However, here’s a breakdown of the business/stocks that I own currently in 2024: Rough % estimate allocated: - 70% , ETFs - ⁠30% , Individual stocks ETFs: SCHG (large cap), SCHM (mid cap), SCHA (small cap), MCHI (China ETFs) US Stocks: PayPal, Alibaba, Atkore, Dollar general SG Stocks: OCBC I will do a valuation and summary of the factors I use to help in my decision/consideration. I also created a valuation calculator which helps in my assumption or tell me a story of what I could expect in 10years time of a business. Ultimately we have our own risk appetite and you know yourself best! If you have read through this post thank you and I appreciate yo

My investing journey started in 2021  It was a hell ride the day I started this journey. I have learnt a lot throughout this investing journey. Having a sound mind to invest and to read financial statement also a business.  2024 YTD - 17% ROR  Recover the losses that incur over 2021-2022. Dollar cost average into ETFs. Investing and making sure I have enough "Bullets" to average down the companies I invested. Along the way I sold companies at losses that didn't make sense to make in valuation or business that I didn't understand.  Those who are suffering from losses do not be discourage. Don't chase the losses but focus on improving and understanding reading financial statement and business.  A great business invest at a wrong valuation, is a bad investment.