I'm back ! With the Funk

Thailand is so fun!!!

Just an advice, for those going there, change your money in Thailand.
The exchange rates the money changer is offering is better than Singapore.

Erm, for those interested in investing, my friend Joe has just posted a comment on things analyst note of when evaluating a company's strategy. I'll summarise in point form below.

• value the firm's strategies by understanding what our firm's strategy is relative to its competitors (key success factors)
• compare ratios and the such to determine whether they have successfully achieved its desired strategy.
• You have to know what differentiates your firm from the other competitors and identify possible events that would cause this competitve edge to diminish.
• Finally, other factors related to its strategy such as management effectiveness, creditor policies (is their credit terms good? Reputation plays a major role in credit policy), pay structure (are they being paid too much, to not care about shareholder value?).
• Government created monopoly may sometimes not be as effective as those created by talented entrepreneurs, therefore you should be aware that changes in regulations may cause those with weak management to lose its "shine", and paying a high price for a monopoly like that will cause large dissapointments when regulations do change.

Just some things for you guys to note. I know its completely copy and paste. Haha.