March 28, 2020March 28, 2020Choivo CapitalLeave a Comment on Lessons from Golconda – A Reflection & On Moving Forward. Lessons from Golconda – A Reflection & On Moving Forward.
March 6, 2020March 6, 2020Choivo Capital1 Comment on (Li Lu) Book Review : The Other Half of Macroeconomics and the Fate of Globalization (Li Lu) Book Review : The Other Half of Macroeconomics and the Fate of Globalization
March 2, 2020March 6, 2020Choivo CapitalLeave a Comment on A Quantitative Summary of Malaysian Banks (Bench-marked against Singaporean Banks) A Quantitative Summary of Malaysian Banks (Bench-marked against Singaporean Banks)
February 9, 2020March 10, 2020Choivo Capital1 Comment on Petron Malaysia Refining & Marketing Berhad (PETRONM: 3042): A Love Letter to Ramon Ang Petron Malaysia Refining & Marketing Berhad (PETRONM: 3042): A Love Letter to Ramon Ang
January 27, 2020January 27, 2020Choivo Capital1 Comment on Really Understanding Owners Earnings Really Understanding Owners Earnings
December 29, 2019December 29, 2019Choivo CapitalLeave a Comment on 2019 – Fund Update 2019 – Fund Update
December 21, 2019December 29, 2019Choivo Capital2 Comments on Something is weird in the State of Serba Dinamik Holdings Berhad (SERBADK: 5279) Something is weird in the State of Serba Dinamik Holdings Berhad (SERBADK: 5279)
December 21, 2019December 21, 2019Choivo Capital1 Comment on AEON Credit Service (M) Berhad (AEONCR: 5139): Much Ado About Accounting Standards AEON Credit Service (M) Berhad (AEONCR: 5139): Much Ado About Accounting Standards
July 6, 2019July 6, 2019Choivo CapitalLeave a Comment on Solving the Malaysian property overhang problem within 2 years or less Solving the Malaysian property overhang problem within 2 years or less
June 15, 2019Choivo Capital2 Comments on The Black Swan Hidden in RCE CAPITAL (RCECAP) The Black Swan Hidden in RCE CAPITAL (RCECAP)
