Hi, my name is Chris Lee Susanto – you can call me Chris! I’m the Founder of Re-ThinkWealth (Est. 2015) – A Value Investing and Options Selling Blog Founded in Singapore!
Welcome to my humble blog! 🙂
I Specialize in profiting using mispricing based on the methodology of Value Investing and Options Selling for the U.S. stock market. And I am planning to leverage on these two methodologies to run my equity fund in the future.
What do you think value investing is? Do you think it is a sustainable method to profit from the stock market in the long run? I for one am of the belief that it is a sustainable method to profit over the long run from the stock market.
Fundamentals of a company is the life vest in the irrational world filled with speculators we often live in. Investment is most intelligent when it is most businesslike.
Welcome To The Re-ThinkWealth Experience!
What Makes Re-ThinkWealth Different?
- We provide only the highest quality articles from real-life practitioners focusing on value investing and options selling. These practitioners must already manage a sizeable amount of money.
- 100% guarantee that our articles are never outsourced to any third party. It is common practice in this industry to pay someone to write, with a minor edit, they pass it as their own.
Who is Re-ThinkWealth For?
For Singaporeans who have 0 experience in stock investing. And is looking to learn a way to sustainably generate & grow their income & wealth for decades to come. Believes in long-term time horizon (at least 3 years) and using only spare cash (not borrowed money) to invest. Believes that the most effective way to truly learn AND apply value investing and options selling is through 1 to 1 mentorship. Also, do not believe in getting stock tips. Instead, believe in investing time and money to learn how to make their own stock picking decision.
Get Started With These Articles!
- What is Value Investing? – An article I wrote for Value Walk describing in summary what exactly is value investing.
- What is Options Selling? – An article by Fidelity that gives a pretty good picture on selling calls and puts options. Including the risks and rewards involved with it. On a personal note, options selling to me should only be done once one understood how to apply value investing well.
- The 100+ Most Intelligent Investing Quotes of All Time – I love quotes. Especially quotes by value investors who had been wildly successful at managing their funds. These lists are consistently updated.
- Here Are My Reflections After 3 Years 7 Months in The Stock Market – I constantly write short posts on my reflection in the stock market. This is the latest one.
- Here’s My Opinion on Bitcoin – I predicted that Bitcoin is not an investment worthy asset more than a year back on 8 December 2017.
- Value Investing And Behavioural Finance – An article I wrote about value investing and why understanding behavioral finance is important too.
- 8 Financial Terms That Everyone Should Know – This is the basic 8 financial terms that I feel everyone should know. A quick 2 mins read!
About Chris, Founder at Re-ThinkWealth.com
Chris is the founder of Re-ThinkWealth.com and The Value Investing Mentorship Club™.
He started investing in Singapore and U.S. stock market utilizing value investing & options selling strategies since he was 21. He was glad that he started early because it helped him to accumulate relevant investing experience early. And propelled him to achieve his financial freedom goals faster.
His hobbies include watching meaningful movies, eating good food (especially spicy ones!) and catching up with friends over a good cup of coffee. He also loves reading. Some of his favorite books include The Intelligent Investor by Benjamin Graham, How to Win Friends and Influence People by Dale Carnegie and Principles by Ray Dalio. For news source, he likes CNN, Channel News Asia and Straits Times. He is also subscribed to The Wall Street Journal and read it daily.
When he was 22, he established Re-ThinkWealth.com – a blog where he often shares value investing insights and options strategies. It is also an avenue for him to pen down his thoughts on investing and to share it with like-minded friends. Because he knew that it can get hard to track our thoughts if we do not have a proper avenue. He also shares his track records (updated quarterly) there for all to see. The reason is because he wants to be remembered first and foremost as a good investor. So he is honest about his successes and mistakes.
He is currently managing a value focused six-figure portfolio. His end goal is to set up a sustainable and successful fund focused on value investing and options selling.
Meanwhile, many of his friends felt that there is a lack of genuine courses in Singapore that really teaches people how to apply value investing well. Most are simply there for our money. And there is a lack of 1:1 aspect. So he thought that it’d be good that he imparts his knowledge to fasten other’s learning curve through genuine 1:1 consultation & mentorship with him personally. Hence, he created an education arm of Re-ThinkWealth.com for that – which is this platform that you are currently at!
He also guests blog in renowned U.S. fund focused investing websites such as Value Walk and Singapore investing sites such as The New Savvy, Investment Moats, Forever Financial Freedom and Dollars and Sense.
In 2017, he was invited to share his insights on the art of value investing for students from Strategos in NUS Tembusu College and on entrepreneurship and investment for a graduating Diploma in Business cohort at Singapore Polytechnic.
In 2018, he was invited to be a mentor in the Youth Innovation Challenge organised by Singapore Management University (SMU) Institute of Innovation & Entrepreneurship and to Singapore Polytechnic to talk to a group of graduating Banking students on How Traditional Investments Vehicle/System Will Be Further Disrupted by Fintech.
He was also featured in the NUS Investment Society Year Book in 2018 sharing about his experience applying value investing to generate above market returns. He was featured along with David Gerald, Founder, President & CEO of Securities Investors Association (SIAS, Singapore).
His focus today is on running The Value Investing Mentorship Club™ well, starting a hedge fund focusing on value investing & options selling and of course, to deliver Alpha sustainably.
Believes that the most effective way to teach value investing is through genuine 1:1 consultation & mentorship!
His Value Investing Philosophy
- Charlie Munger’s two-track analysis
- Warren Buffett’s value investing philosophy
- Multi-strategy of buying and selling stocks and options
Note: The image shows the investment return performance if you have put your money in the S&P 500 and in my united states stock portfolio. They are calculated using a net asset value principle using the time-weighted factor of the deposit and withdrawal of funds (if any). It includes all realized profits from past capital gains, options premiums and dividends and current unrealized overall portfolio profit/loss.
25 February 2015 was the first day that I put in money in my US brokerage account. The start of the tracking date of my relative annualized investment return is seven days after I first put money in my US stock portfolio brokerage account starting on 1 March 2017.
This is for ease of tracking as the S&P 500 total return tracking date starts at 1 March 2017 – and do not have 25 February 2017. I used the S&P 500 total return as a benchmark which is inclusive of capital gains and dividends.
Subsequently, the additional deposits date – an important factor in calculating the annualized investment return – are considered in counting the XIRR (relative average annual compounded gain return).
Disclaimer: The figures here are an approximation based on my personal calculation at spot exchange rate at the time of the trade and may not be 100% accurate.
What some people say about me:
“Chris has the Value Investing gene in him. I have seen his Impressive Investment Analysis in action. I believe that All Value Investors Will Benefit by listening to his insights!” – Justin Tjoa, Co-founder and CEO of Algo Merchant Pte Ltd
“Great guy. Mature for his age and Good Insights. Would Recommend that People Subscribe to His Newsletter – useful!” – Kevin Lim, Associate Director – Portfolio, Strategy and Risk Group at Temasek Holdings
“I’ve been very impressed with Chris as someone who sets goals for himself and works hard to realize each of them. In particular, he’s impressed me with his knowledge of the finance world – particularly Value Investing and Options Selling – and I have found his Investing Newsletter to be Very Informative. He’s also a genuinely pleasant and gracious person – and very grounded – someone I enjoy talking with whenever the opportunity arises. I’m excited to see where life is going to take Chris – what opportunities will come his way – I believe his level of initiative is going to take him far.”- Tom Estad, Academic Director, SUTD-SMU Dual Degree Programme at Singapore Management University
If you wish to know more about my premium learning solutions (online) offering, drop me a WhatsApp at +6583946824 or Email me at email@example.com.
If you have no clue what value investing is, I highly recommend that you read this article I wrote for Value Walk first. After that, you may come back to re-thinkwealth.com to read the rest of my posts.
As of the market close on 11 January 2018 at $19.96, I am at a 7.81% paper gain excluding of realized gains I received via dividends and options premium. And GameStop consists of 30.80% of my portfolio – second on the list – with the first being Qualcomm at 40.60% of my portfolio. Naturally, going down to GameStop stores in New […]read more
This year, the stock market rally would have given many investors with a good profit – the Dow (top 30 company in the united states stock market) up 25%, S&P 500 (top 500 company in the united states stock market) up 19% and Nasdaq are up 28% this year. And I think it is maybe time to be cautious. Or I should say, cautiously […]read more
Bitcoin is a currency that was founded/discovered pretty recently in 2009 by a person (still unknown) using the alias Satoshi Nakamoto.The good thing about transacting using Bitcoin is that there will be no middleman required to do the transacting. There is also no fees tagged to transacting with Bitcoin and no requirements […]read more
Moat is important because it protects a company from losing their market share easily which will erode its earnings power over time. This is important for us as investors because we would want the company we invest in to have its earnings grow over time – then the share price will follow – and not the other way round. So, we […]read more
25% of their stores have already been turned to GameStop plus format which is a 50–50 combination of games and collectibles. What is interesting here is that despite lesser space to put video games, they actually see an increase in video games sales. This got to do with the new types of customers that these […]read more
Clearly, GameStop management is aiming to reduce reliance on selling video games and pre-owned games by reducing the store counts for this two — while increasing the store counts (as you can see from the chart above) for Collectibles and Technology business (which is currently still at 5.7% and 9.5% of their overall revenue). I think that it is a step in the right direction as even though the collectibles and technology business only accounts for 15.2% of GameStop’s revenue for 2016, it accounted for 36.9% of GameStop’s total […]read more
[…] Not a true cash flow as it excludes CAPEX and working capital. D&A may be added back to net income when calculating cash flows, however, this implicitly assumes that no additional CAPEX is required. A more refined multiple is EV/(EBITDA – CAPEX), though no news source reports this […]read more
Investing Lessons [Advanced] Determining Value: Why Price Is Meaningless, and Multiples are Informative Bryan Wang, Re-ThinkWealth Content Expert 23 September 2017 One of the typical responses people give when talking about stocks is..."What's the price?" In the...read more
Investing Lessons [Beginners] 10 Mistakes an Investor should Avoid Benjamin Tan, Content Expert, Re-ThinkWealth 1 September 2017 Every investor has their own investment philosophy and discipline. Each philosophy has its own merit and what is important...read more
Investing Lessons [Advanced] Value Investing And Behavioral Finance Chris Lee Susanto, Founder and CEO of Re-ThinkWealth 15 July 2017 SUMMARY: Value Investing is inevitably linked to Behavioural Finance Value Investing is a stock methodology practised by many...read more
Options Selling Options Selling Strategy – Wk 4 June 2017 [Keryx Pharmaceuticals (NASDAQ: KERX)] Chris Lee Susanto, Founder and CEO, Re-ThinkWealth 24 June 2017 SUMMARY: Options are a form of financial derivatives Options selling strategy have...read more
Options Selling Options Selling Strategy – Wk 3 June 2017 (GameStop Inc (NYSE: GME) Chris Lee Susanto, Founder and CEO, Re-ThinkWealth 16 June 2017 SUMMARY: Options are a form of financial derivatives Options selling strategy have stocks as...read more
Top Articles GameStop Corp (NYSE: GME)– A Cigar Butt Investing Play Chris Lee Susanto, Founder and CEO, Re-ThinkWealth 12 May 2017 SUMMARY: GameStop's valuation is at an all-time low Gross profit margins have been doing well Debt management is good I...read more
Summary Mobile Telesystems (NYSE: MBT) is the biggest stock holdings I had for over two years and it is also the first stock that I bought in my life My absolute gain for this stock is about 34.15% A review of the earnings and revenue growth of MBT indicated an...read more
"Knowing when to sell your stocks is as important-- or even more important-- than knowing when to buy them."- Chris Lee Susanto My Experience I have had experiences in buying stocks of good companies that quickly went to two years high price after I bought it earning...read more
In February 2017 I initiated a position on Qualcomm (NASDAQ: QCOM)-- a few days after it was sued by Apple-- when stock price plunged 12%-- for receiving unreasonable royalty fees via leveraging on their monopoly in the chip making industry. Apple sued Qualcomm and I...read more
Who is Warren Buffett? Born 1930, Omaha, Nebraska Started managing funds in 1956 with the formation of the Buffett Partnership (dissolved in 1969). Now chairman and major owner, Berkshire Hathaway Inc $1,000 invested with Buffett in 1956 would be worth $ 25,289,750 as...read more
It is nearing the end of the year and I am doing a review of all my 4 stocks in a simple way, namely Mobile Telesystems (NYSE:MBT), Keryx Biopharmaceuticals (NASDAQ:KERX), Keppel DC REIT (SGX:AJBU) and Keppel Corporation (SGX:BN4). When I do my stock review, it has to...read more
This week, history was made. It was the first time that someone like Trump actually became the US president. And it's the 45th US president, I mean, the number 45 is also so easy to remember so it will definitely go down in history as the craziest thing that happened...read more
A few days back, I was at a carnival at Singapore Management University (SMU) whereby they have games and foods lined up. After I played the games, I was given lucky draw slips. The lucky draw's prizes were quite attractive, there were three prizes-- iPod Nano 16 GB,...read more
1) You Tend To Be More Competent In Things You Understand There are things you know and there are things you think you know There are things we understand and there are things that somehow always seemed so Greek to us One thing for sure is that we can only be...read more
What Keppel DC REIT Do Keppel DC REIT (SGX: AJBU) is a Singapore-based real estate investment trust (REIT). It was established with the main investment strategy of investing in a portfolio of income-producing real estate assets. They are primarily used for data centre...read more
Mr. Lim Say Boon, Chief Investment Officer of DBS Wealth Management’s 8 Predictions for The 2nd Half 2016 Market Outlook
This is what I have gathered from Mr Lim Say Boon, Chief Investment Officer of DBS Wealth Management's 8 predictions for the 2nd half 2016 market outlook: Brexit will not break EU but will break European stocks Global economy will continue to suffer and corporate...read more
Summary MBT is a telecommunications company with more than 100,000,000 subscribers and is Russia’s largest mobile operator and has high payout ratio close to their Free Cash Flow-- which warrant the use of dividend discount model (DDM) to value it H Dividend Discount...read more
Chris Lee Susanto often travels to and fro Singapore and Jakarta.
I often share insights that I do not share in this blog over at my Facebook page. Don’t forget to like it before you go!