Global Value Investing

[throwerw]

Skate to where the puck is going, don't worry about where it's been. I think the worst thing an investor can do is look at a stock chart to predict future performance. Focus on the cash, cash flow, future developments, earnings 3 years out, forward valuation.

Lai sun looks okay but we've got all our HK property company chips on the horse that's taking off right now ;)