To The Moon

It's awesome to see a good performance over the years. If I am in the top 98% it means a lot of people might not make a profit here. 

For long-term investing, it is usually not about just one metric like ROE (Return on Equity) or P/E (Price-to-Earnings ratio). Instead, investors often look at a combination of factors to form a holistic view of a company’s quality, growth potential, and valuation. In this article, I would like to share how I would break it down: 1. Quality of the Business ROE (Return on Equity): Measures how efficiently a company uses shareholders’ money to generate profits. High and consistent ROE (say, >15%) can signal strong competitive advantages (a “moat”). ROIC (Return on Invested Capital): Similar to ROE but accounts for debt as well. Often considered a cleaner measure of management quality. Margins (Gross/Operating/Net): Strong and stable margins often point to pricing power. ROE/ROIC tell you

It's September! (The red month of the year) So it's a good time to reflect on the YTD profits whilst my month is red....the longer term position is what's important.

Learn long term investing

$Dell Technologies Inc.(DELL)$ delivered record revenue for its second fiscal quarter of 2026 (ending July 2025), with total revenue reaching $29.8 billion—a 19% year-over-year increase that exceeded market expectations. However, underlying concerns lurk behind the impressive figures: gross margin declined to 18.3% (down 2.9 percentage points year-over-year), traditional business growth remained sluggish, and explosive AI server deliveries squeezed profit margins. Despite exceeding expectations in AI order fulfillment, market skepticism persists regarding the company's sustained growth momentum and profitability quality.Performance: AI servers drive revenue growth, but structural challenges become more apparent.1. Explosive growth in AI infrastruc

For long-term investing, I look into ROE, P/E, and P/B. Example OCBC's $OCBC Bank(O39.SI)$ ROE was 12.6% in the first half of 2025, showing solid profitability. With a P/E ratio around 10.3 and a P/B of 1.25, the bank appears reasonably valued. These metrics, alongside a stable asset base, suggest a resilient and potentially attractive long-term investment. @Tiger_comments @MillionaireTiger @TigerStars @TigerEvents

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Share the good news. To the moon soon

$S&P 500(.SPX)$ When it comes to building wealth through the stock market, the long-term investor’s most important tool isn’t clever market timing or exotic strategies—it’s the power of compounding. The challenge, however, is in identifying which companies can compound effectively over decades, and at what price they should be purchased. Two of the most commonly debated metrics among investors are Return on Equity (ROE) and the Price-to-Earnings (PE) ratio. Both hold critical information: ROE speaks to the intrinsic ability of a business to generate profits on shareholder capital, while PE reflects how the market values those earnings. The debate, therefore, is essentially about quality versus price. In this article, we’ll explore: The logic b

Information conveniently available in stock Quotes. Sometimes, do look at ROE and PE. More attractive is the dividend yield.

To the Moon. Hopefully very soon

Replying to @SPOT_ON:BOTH ROE AND ROIC FOR CAPITALAND CHINA IS LOOKING FANTASTIC ! $CapLand China T(AU8U.SI)$ //@SPOT_ON:CapitaLand China Trust : Commercial C-REIT Receives Approval From China Securities Regulatory Commission To Register For Its Listing On The Shanghai Stock Exchange

CapitaLand China Trust : Commercial C-REIT Receives Approval From China Securities Regulatory Commission To Register For Its Listing On The Shanghai Stock Exchange

some dividends and performing in 5 years and 1 years. value for money

$Offerpad Solutions(OPAD)$ Heading 5x fold higher? Amazing! 

I look for both Profit Margin & Growth Rate and Free Cash Flow (FCF) and gearing before investing in " long term" stocks

PE is backward looking. Not that useful. Better to look at the business itself and management actions

ROE

more likely PE, but not just that. check EPS and revenue growth which is also related to PEG...  fast growing company is where money flows but the PE is also always high. if correction, these companies will drop the fastest too.

In the long run, stock price is highly dependent on company's profitability and efficiency in using its resources. ROE both measures how a company effectively uses its resources to expand its long term profitability.

For long-term investing, it is usually not about just one metric like ROE (Return on Equity) or P/E (Price-to-Earnings ratio). Instead, investors often look at a combination of factors to form a holistic view of a company’s quality, growth potential, and valuation. In this article, I would like to share how I would break it down: 1. Quality of the Business ROE (Return on Equity): Measures how efficiently a company uses shareholders’ money to generate profits. High and consistent ROE (say, >15%) can signal strong competitive advantages (a “moat”). ROIC (Return on Invested Capital): Similar to ROE but accounts for debt as well. Often considered a cleaner measure of management quality. Margins (Gross/Operating/Net): Strong and stable margins often point to pricing power. ROE/ROIC tell you

$S&P 500(.SPX)$ $NASDAQ(.IXIC)$ On August 28, 2025, with the S&P 500 at 6,512.34, Nasdaq at 21,918.45, and Bitcoin steady at $123,456, the debate over long-term investing metrics heats up. Charlie Munger’s idea that long-term compounding mirrors return on equity (ROE) has gained traction, echoed by Warren Buffett’s 1981 insight that a 14% ROE could yield a 14% compound return if the price-to-earnings (PE) ratio holds steady. As investors eye a decade-long horizon, the question looms: Should ROE or PE guide your stock picks? Are return on invested capital (ROIC) and free cash flow (FCF) the real compounding kings? If forced to pick one metric for a 10-year decision, which wins? Dive into this anal

$Dell Technologies Inc.(DELL)$ delivered record revenue for its second fiscal quarter of 2026 (ending July 2025), with total revenue reaching $29.8 billion—a 19% year-over-year increase that exceeded market expectations. However, underlying concerns lurk behind the impressive figures: gross margin declined to 18.3% (down 2.9 percentage points year-over-year), traditional business growth remained sluggish, and explosive AI server deliveries squeezed profit margins. Despite exceeding expectations in AI order fulfillment, market skepticism persists regarding the company's sustained growth momentum and profitability quality.Performance: AI servers drive revenue growth, but structural challenges become more apparent.1. Explosive growth in AI infrastruc

$S&P 500(.SPX)$ When it comes to building wealth through the stock market, the long-term investor’s most important tool isn’t clever market timing or exotic strategies—it’s the power of compounding. The challenge, however, is in identifying which companies can compound effectively over decades, and at what price they should be purchased. Two of the most commonly debated metrics among investors are Return on Equity (ROE) and the Price-to-Earnings (PE) ratio. Both hold critical information: ROE speaks to the intrinsic ability of a business to generate profits on shareholder capital, while PE reflects how the market values those earnings. The debate, therefore, is essentially about quality versus price. In this article, we’ll explore: The logic b

Many investors have heard the idea that “long-term compounding ≈ ROE.” This concept was first put forward by Charlie Munger, known as the Munger Rule. In his 1981 shareholder letter, Warren Buffett also pointed out that if PE remains unchanged, a company with 14% ROE will generate a long-term investment compound return of 14% as well. He also endorsed the Munger Rule.Is compounding only about ROE? Or should we be paying more attention to PE? The answer is: both are correct, but from different angles. $Berkshire Hathaway(BRK.B)$ 1. ROE: The “Engine” of Internal CompoundingROE = Net Income ÷ Shareholders’ EquityA high ROE means the company can efficiently generate returns on equity, which gives it long-term compounding potential.This is why Buffet

It's awesome to see a good performance over the years. If I am in the top 98% it means a lot of people might not make a profit here. 

For me, ROE is the key “engine” of compounding. A company with consistently high ROE and limited leverage shows strong underlying economics. Still, valuation matters — buying even the best business at the wrong PE can lead to weak returns. I see ROE as measuring business quality, while PE tells me how much I’m paying. That said, I often give more weight to ROIC and free cash flow. ROIC reflects how efficiently a company uses all capital, not just equity, while free cash flow is the real money available to fund growth, dividends, or buybacks. Together, they provide a clearer picture of whether compounding is sustainable. If I had to choose only one metric for a 10-year investment, I’d pick ROIC. It balances profitability with capital efficiency and avoids distortions from leverage. PE move

It's September! (The red month of the year) So it's a good time to reflect on the YTD profits whilst my month is red....the longer term position is what's important.

For long-term investing, I look into ROE, P/E, and P/B. Example OCBC's $OCBC Bank(O39.SI)$ ROE was 12.6% in the first half of 2025, showing solid profitability. With a P/E ratio around 10.3 and a P/B of 1.25, the bank appears reasonably valued. These metrics, alongside a stable asset base, suggest a resilient and potentially attractive long-term investment. @Tiger_comments @MillionaireTiger @TigerStars @TigerEvents

Replying to @SPOT_ON:BOTH ROE AND ROIC FOR CAPITALAND CHINA IS LOOKING FANTASTIC ! $CapLand China T(AU8U.SI)$ //@SPOT_ON:CapitaLand China Trust : Commercial C-REIT Receives Approval From China Securities Regulatory Commission To Register For Its Listing On The Shanghai Stock Exchange

more likely PE, but not just that. check EPS and revenue growth which is also related to PEG...  fast growing company is where money flows but the PE is also always high. if correction, these companies will drop the fastest too.

In the long run, stock price is highly dependent on company's profitability and efficiency in using its resources. ROE both measures how a company effectively uses its resources to expand its long term profitability.

CapitaLand China Trust : Commercial C-REIT Receives Approval From China Securities Regulatory Commission To Register For Its Listing On The Shanghai Stock Exchange

Learn long term investing

roe [微笑] [微笑] [微笑]

Information conveniently available in stock Quotes. Sometimes, do look at ROE and PE. More attractive is the dividend yield.

I look for both Profit Margin & Growth Rate and Free Cash Flow (FCF) and gearing before investing in " long term" stocks

PE is backward looking. Not that useful. Better to look at the business itself and management actions

some dividends and performing in 5 years and 1 years. value for money

$Offerpad Solutions(OPAD)$ Heading 5x fold higher? Amazing!