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 & Focused in United States Stocks.
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.
About Chris, Founder at Re-ThinkWealth.com
Chris started investing in Singapore and U.S. stock market utilizing value investing & options selling strategies when he was just 21 years old. He is 25 years old this year.
As of the end of Quarter 3 of 2018, he manages a Value focused U.S. stocks six-figure portfolio – making 25.84% annualized IRR since inception (March 1, 2015) from capital gains, dividends and options premiums beating the S&P 500 annualized IRR of just 13.26%. He tracks his return on a quarterly basis.
In the year 2015 at just the age of 22, he established Re-ThinkWealth.com – a blog where he often shares USA based value investing insights and options strategies.
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.
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
Investment Track Records
Equities & Options [Long-Only, Bottom-Up Approach]
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
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[…] 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
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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
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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
Keryx Biopharmaceuticals (NASDAQ: KERX) As Part Of My Portfolio KERX is one of the more interesting stock in my portfolio-- and it is also a growth stock that has the potential to be a multi-bagger. What is a multi-bagger? "A multibagger is an investment that has...read more
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Chris Lee Susanto often travels to and fro Singapore and Jakarta.