October 2022 Round Up

The market's getting tougher by the trading day.

This is when the value emerges, and when you'll rue the mistakes you made when locking in those high prices during bull market (see the tech stocks that I bought at elevated prices and still holding).

At the same time Uli Corp is rallying nicely. Not sure if this is because it's realizing it's true value, or the price just flagellating on its own.

Just because the price is going up, it doesn't mean that you're right.

I've made a rather rash decision buying PT Resources, though I still think it is undervalued.

 

The portfolio stands at -4% loss. I expect further bleeding in incoming months, or even whole of 2023.

I'll be exiting Kelington, AME REIT and maybe Cengild.

I'll have to hold or sell Press Metal, Takaful and RCE Capital.

Hartalega and Mi Technovation looks like gone cases...

More pain ahead.