Wednesday, September 30, 2009

A Funny Thing Happened On My Way To The Stock Market


2.30pm - 5.00pm
Saturday October 31st, 2009

After weeks of planning, juggling the topics and all, I have finally arrived at sufficient material that would be highly interesting. I have set out some of the topics on the jpg file (flyer) but the most important nuggets will be on how I arrive at my decision to buy a stock, the step by step mental process and tools I use to consider.

However, possibly the most exciting part should be the extended Q&A session planned at the end. It should be a lot of fun, and hop
efully we all get to learn something new from each other. See ya!!!

+ Please note that this is NOT a talk whereby stock tips will be given out. It is a collection of investing rules, opinions, clarifications on myths and some useful
pointers on equity investing.

Some of the topics covered:
Getting the big-picture first ~ Bottom-up for certain type of stocks ~ When to use PE ratios, and when not to ~ What I look for in reading Annual Reports ~ Sector and industry research under-analyzed and under-appreciated ~ How and when to use NTA / NAV in investments ~ A defensible business model ~ The trader’s view of investing ~ The long term buy and hold mentality, is that for you? ~ Everyone must diversify? ~ Over 90% of all fund managers fail to outperform their benchmark indices? ~ Spotting the 2, 3 or 4 baggers ~ Letting winners run and cutting losses ~ Why research reports are generally useless ~ Sell In May & Go Away ~ I am so smart but not making money from the stock market? ~ Reaction patterns in a panic / crisis situation ~ Buffett’s “Our favorite holding period is forever” b.s. or golden rule ~ Understand the flimsy ways we make decisions (e.g. anchor & adjust, media power, analysts) ~ Value investing vs Momentum investing ~ Economics, like most economists, are basically useless tools ~ Malaysia’s own bubbles and cycles ~ Sunsets, rainbows and pots of gold ~ Accumulate gems, trade rubbish, spring clean your portfolio – How important is management in stock selection ~ Why dollar-cost averaging is for imbeciles ~ Technical analysis and chartists are from Uranus ~ Should you invest overseas?

RM188pp (normal)

RM168pp (if purchased btw 1 Oct-15 Oct)
RM138pp (group bookings of 4 or more)


Auditorium, Sime Darby Convention Center, Bukit Kiara

(complimentary parking)

TicketCharge Hotline: 03-2241 9999
Mondays-Fridays 9am-6pm / Saturdays 12pm to 6pm
Enquiries: 012-323 9192

Book Online @

Tickets are available from TicketCharge outlet @ MidValley
Unit 29-5, 5th Floor, Boulevard Office
Mid Valley City

Ticket price includes RM3.00 TicketCharge fee

p/s click on poster to enlarge


Ashton Tan said...

Did not see any option to buy your ticket online thru, but already book your ticket thru phone. looking forward to hear your experiance.

messi said...

c u again dali! :)

Jeremiah said...

So if economics or economists are useless tools, then what is your view of people like Roubini, Roach, Stephen Keen, Richebacher, Marc Faber, etc who used economics to predict the global financial crisis of 2008?

If you can beat these guys on your market analysis (without any economic analysis) and make a positive return in your 2008 portfolio, then I will agree with you that u are worth listening to. Othwerwise it is just sales talk.

Salvatore_Dali said...


lol, glad u took the bait... topics has to sound interesting, and not all statements are absolute ... if i say ppl need to cut loss more often, there will be instances where that rule of thumb may not work... as in a super bull market... the statement topic is to highlight how economists in general misses the mark, u know very well fm my postings that I think roubini and krugman are ok and way above average... but the bulk are really using economics as a shield to give useless and safe opinions, and i will be speaking on why economics is generally outdated, and how to use economics in a better way... cool man

bendan said...

Have you thought about recording the session and making it available sale at a nominal price? That way you can reach even more people :)

I am suggesting this because I am open and interested to hear your views, but unfortunately I am unable to attend your session on the 31st

Perhaps recording the audio/video is something you can consider?

Martin said...

<200 what you think you want?? get a talk from Buffet? Brokerage fees more than that... just listen to others opinion and maybe you will find something else...

Martin said...

omg.. got filter.. lucky not post anything bad... wakakaka..