tag:blogger.com,1999:blog-17478547.post3722249321258679293..comments2024-03-27T20:17:30.597+08:00Comments on Growing your tree of prosperity: Saizen's Defence - Results from my arbitrage attempt. Christopher Ng Wai Chunghttp://www.blogger.com/profile/15534057160494859977noreply@blogger.comBlogger2125tag:blogger.com,1999:blog-17478547.post-54190550937873335822016-03-11T17:06:24.200+08:002016-03-11T17:06:24.200+08:00Fundamentals matter less when an exit is declared,...Fundamentals matter less when an exit is declared, the only criteria is how much a person can make when the exit occurs and when. How much of your arbitrage portfolio to invest is based on the Kelly Criterion I talked about when I wrote about crowdfunding not too long ago. <br /><br />Christopher Ng Wai Chunghttps://www.blogger.com/profile/15534057160494859977noreply@blogger.comtag:blogger.com,1999:blog-17478547.post-76664653526506354822016-03-11T08:36:41.988+08:002016-03-11T08:36:41.988+08:00Hi Chris, interesting topic about the abritage opp...Hi Chris, interesting topic about the abritage opportunities. BT reported that DBS research pointed out some possible candidates, but when I checked very briefly into them( only checking their margins, cash and debt situations), most have low or no margins, high debt..unlike the OSIM.. Just wondering out loud what will be your criteria for a possible candidate? My main look will be the cash ...Mum4mygalshttps://www.blogger.com/profile/01876222160104286708noreply@blogger.com