About Me

My name is Jun Hao.

I was always intrigued by financial markets, banks and money from a young age. But it was not till I stumbled upon a copy of The Intelligent Investor that I obtained a logical and rational model that brought order to what I always regarded as a chaotic subject.

Born and raised in Singapore, I was privileged to receive a Western based education that included an emphasis on my Asian heritage. Learning both English and Chinese gave me a huge advantage, allowing me to draw from the best of both cultures. The investor friendly status of Singapore has also given me the chance to invest in a range of markets – ranging from the United States, the United Kingdom, Singapore and Hong Kong.

I read Medicine at Imperial College London for a year before deciding that my true passion lay elsewhere. With that, I decided to switch courses, eventually deciding upon reading law at the University College of London, with the belief that it would help develop an inquisitive mind based on logic and reason.

With close to three years of investing experience under my belt, I am continually learning from experienced investors such as Benjamin Graham, Seth Klarman and Warren Buffett among many others. Although I am a value investor at the core, I do not believe that Benjamin Graham would have endorsed a dogmatic approach to the subject. With that, I have constantly expanding my knowledge base, drawing from a wide range of disciplines such as history, philosophy, economics and law, refining the mental models that I have gathered with time.

13 thoughts on “About Me

  1. donclang72

    Hi, notice that you will be blogging on two of the questions that I am very interested in:

    1. Valuation of quality companies in the US.

    It seems to me that there are a few US companies that are trading at a extremely attractive valuations like:

    JNJ – Vested.

    ABT – Interested in.

    Looking to add to my position for WFC, but I think that the price is on the high side for a US bank.

    Hope you can do analysis on the above companies.

    2. Hope to know more about your experience on using the US brokerage optionsXpress to invest in US companies.

    A few questions that I would like to ask are:

    1. The CHEAPEST way to transfer funds to the account or cost-effective way to transfer funds. Hate the local banks’ Forex costs that I need to pay!!!

    2. The 30% withholding taxes on dividends is a HUGE PAIN on my ASS !!!

    Using optionsXpress can you reinvest all your dividends in the company so that I will not be taxed!!!

    Please see the below link for some of the questions that I hope you can help to answer.

    http://help-your-money.blogspot.com/2011/01/choosing-broker-for-trading-us-stocks.html

    Thanks and Live Long and Prosper :)

    Reply
  2. Tim Du Toit

    Hi there.

    Well written site on value investing.

    I see you do not really have advertising on your blog but thought I would contact you anyway.

    I publish a value investment newsletter focusing on Europe and the UK. And recently set up an affiliate program I, very selectively, offer to people I respect.

    The program pays a 20% commission on all subscriptions sold. The price of a subscription is €249 (about $350 per year).

    You will thus be paid €50 (about $70) for each subscription sold.

    Here is an example of a past newsletter: http://www.eurosharelab.com/complimentary-newsletter

    I would like to invite you to participate in the program.
    You can find details of the newsletter here: http://www.eurosharelab.com/alert-service

    You can see my track record here: http://www.eurosharelab.com/track-record

    If you would like to receive a recent copy of the newsletter just send me a quick mail and I will
    send it over.

    I would be honored to have you as an affiliate.

    Its really easy to register and get started.

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    and click on Signup Now menu item on the top menu.

    As soon as you have filled in all your details I will approve you application.

    You will then be able to get the links and banners you can add to your website or blog. If a visitor to your site clicks on the banner he will be taken to my website. And when he subscribes to the newsletter you will receive a commission.

    If you need other banner sizes and different colours just let me know and I will get them done for you asap.

    Best

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    Reply
  3. Mun Hong

    Hi, I read some of your analysis & I found them refreshing from ‘normal’ analyst reports & are very much in line with Ben Graham’s school of thought. I too am someone interested in the universe of US & SG equity holdings. I was wondering if you had an email contact that I could reach you by?

    Reply
  4. Harry

    Hi, I came across your site and wasn’t able to get an email address to contact you. Would you please consider adding a link to my website on your page. Please email me back.

    Thanks!

    Harry

    Reply
  5. Vera

    Hi, I came across your website and saw from your posts that you do US trading.

    I would like to inform you that there is a market research project on US online trading.

    If you would like to participate, the incentive for respondents is $150.

    It is a 2hr focus group, taking place at our office at Tanjong Pagar on 8 Oct 2012.

    We are looking for respondents (aged between 31-60 yrs old) who are active US traders and are users of online platforms such as thinkorswim, optionexpress, td ameritrade, charles schwab etc

    If you’re interested, please email me at: market_research88@yahoo.com and we can proceed from there.

    Thank you.

    Reply
  6. SC

    Jun Hao,

    Do you believe in market cycle investing, where you invest in Fundamentally sound companies during or just after the crisis. In this way, you can benefit most from the upside, and minimise risk of the downside.

    When it nears the peak, you take money, and prepare for the next cycle.
    Where is the peak?
    Well, you have to look at the investment clock and understand it.

    Vera,

    What is this market research about and which company is this by?
    Does Options Trading considered?

    Reply
  7. Haig Ermoian

    I enjoyed your article on the “Fundamental Difference Between Benj… …Part1″ on the GuruFocus web site. It would be helpful if you would apply that methodolgy to an actual company , say Apple, so we could learn your process.
    Thank you,

    Reply

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