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This space is reserved for David Cheong to introduce himself.

Investment Strategy
I tend to buy... after much research
I invest with... <£100k
Diversification is ... essential to reduce risk
Factor Investing Macro Investing Event Driven Investing


David Cheong's Latest Blogs

I am trying to enroll onto the Dividend Reinvestment Plan (“DRIP”) but am not sure as to what steps to take - i called Equiniti Financial Services Limited (“EFSL”) as stated on the Shell Dividend Policy website ('https://www.shell.com/investors/dividend-information/dividend-policy.html) , and they told can't help. Looking for advice from existing Royal Dutch Shell shareholders who managed to get onto DRIP or shareholders with experience enrolling onto…

Wanted to get the wider communities thoughts on Taptica , especially regarding their latest Buy back plans, suspension of the buyback, supposed acquisition targets and its declining stock price despite its great Quality and Value StockRanks.

Most recently Taptica released a QnA (https://www.taptica.com/wp-content/uploads/2018/05/QA-Hagai-Tal-May-2018.pdf).   Taptica has two revenue streams: the performance division which is the original Taptica business, and the brand advertising division, Tremor video. There was a question and answer which I am unclear about - I wanted to check with more expreinced investors and/or accountants on their thoughts......: One of the questions and answers in the QnA was : Q:…

I am curious how  the estimated metrics on each stock's financial summary calculated? does anyone know what sources of data and calculations give those 'E' figures? For example, on the Financial Summary page of Plus500 there are figures for the 2017E and 2018E columns . I am curious how these are calculated/where do these figures come from?Thanks!

Are there any tools/platforms/websites which tracks portfolio returns and automatically includes reinvested dividends ?



David Cheong's Latest Comments

Would you agree that their moat comes from : -customer service -Innovative design and methods of assembly? I am worried these moat features are easily eroded by a competitor in the long run. (some firm which does the same activity of assembling parts from third parties)

From what you have said I feel like to invest in a tech business (all the more small), you need to have worked in one / several before or worked with one extensively before you truly understand what lurks beneath the surface. Its been a emotional rollarcoaster!

The adjusted EBITDA is the usual EBITDA plus the exclusion of effect of 'Share-based payments' expenses .... this 'Share-based payments' seems to have increased significantly compared to 6months ago, from USD 884,000 to USD 3,835,000. Looking at Note 4, it seems most of this increase is due to 'New Grants during the six month period ended June 30,2018'. I'm not 100% sure how to interpret…

yeah I hope so! I noted GLG partners bought a load of shares before the last trading statement, and sold out of this position after the statement was released for a nice profit. And last Friday GLG partners bought back more shares, maybe in anticipation of a positive statement in Sept?

Taptica currently has no momentum, seems to drop with no reason.

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