tag:blogger.com,1999:blog-28021668.post7164996213433969635..comments2023-10-12T21:12:41.408+08:00Comments on Value Investment - Musicwhiz's Journey: Ezra – Review and Analysis of FY 2010 Financials and Comments on Proposed AcquisitionsMusicwhizhttp://www.blogger.com/profile/10950754156386935254noreply@blogger.comBlogger4125tag:blogger.com,1999:blog-28021668.post-16811197302800731122010-11-07T09:39:58.738+08:002010-11-07T09:39:58.738+08:00Hi John Koh,
You're most welcome. Ezra was on...Hi John Koh,<br /><br />You're most welcome. Ezra was one of my inadvertent mistakes on my investing learning journey. I still track the business as a reminder of what could (eventually) go wrong even though things may look rosy. Sometimes it is good to look beyond the rose-tinted press releases and get a hard look at the numbers. That's what I've been learning myself and willing myself to do, studiously and constantly.<br /><br />Did dydx comment on Ezra 2 years ago? Haha, I had a feeling it was d.o.g., if I am not wrong.<br /><br />Anyhow, good luck on your investing and portfolio!<br /><br />Cheers,<br />MusicwhizMusicwhizhttps://www.blogger.com/profile/10950754156386935254noreply@blogger.comtag:blogger.com,1999:blog-28021668.post-43433794712928009562010-11-07T08:04:47.123+08:002010-11-07T08:04:47.123+08:00hi music whiz.
thank u for good post on Ezra. u ...hi music whiz. <br /><br />thank u for good post on Ezra. u highlight many weakness in the company. <br /><br />i did not invest in this stock 1-2years ago cos of its acquisition <br />and debt spree. after i choose not to invest the stock price went up further. thank ya for confirming that this company has many weakness. in fact i remember dydx did highlight it is not worth buying 2 years ago. Gd work.John Kohhttps://www.blogger.com/profile/03054904033508122340noreply@blogger.comtag:blogger.com,1999:blog-28021668.post-40419406580843796242010-10-27T22:36:54.364+08:002010-10-27T22:36:54.364+08:00Hello Singapore Stock Picker,
Haha indeed I do ag...Hello Singapore Stock Picker,<br /><br />Haha indeed I do agree. Ezra's business model is very asset intensive, and Lee Kian Soo has indeed made his fortune not just in Ezra but in Ezion and other business ventures as well; and if I am not wrong he is one of Singapore's Top 40 richest men.<br /><br />Regards,<br />MusicwhizMusicwhizhttps://www.blogger.com/profile/10950754156386935254noreply@blogger.comtag:blogger.com,1999:blog-28021668.post-19166312331686394152010-10-27T21:59:04.836+08:002010-10-27T21:59:04.836+08:00hey MW, as my colleague puts its Ezra is still in ...hey MW, as my colleague puts its Ezra is still in an asset based business... that said, he added that the Lees have made their fortune already.. with ezra, they are likely to be more predisposed with gearing the company since they have nothing to loseSingapore Stock Pickerhttps://www.blogger.com/profile/04926088915588570509noreply@blogger.com