Welcome to The Re-ThinkWealth Blog
“The key to investing is not how smart we are or how fast we go. It is to be right more often than we are wrong. Big money is made swinging big for the fat pitches. It is going for the big bet right inside our competence circle. That’s the key to investing.” – Chris Susanto
About Chris Susanto
Chris is the Founder of Re-ThinkWealth.com & VIM (Value Investing Mentorship Club®).
He is also a Board Member at Bansea and an Independent Director of Bansea Fund 2. Bansea is Asia’s oldest angel investment network, founded in 2001.
Chris started investing in stocks early at age 21 and is a big proponent of business-like stock investing – a mixture of value and growth investing.
He invests in listed companies where there is value to be found (as long as it is still within his circle of competence), be it a turnaround, depressed, value, or quality growth company (compounders).
Some of the places where Chris has been invited to speak or have added value as a mentor or writer include Singapore Polytechnic, SMU Institute of Innovation and Entrepreneurship (IIE), Seedly TV, Dollars and Sense, The New Savvy, Value Walk Blog, Investment Moats, NUS Tembusu College, NUS Investment Society, CGS-CIMB Singapore, Singapore Financial Conference by NTU IIC, The Financial Coconut Podcast, Money FM 89.3 and Internationally in Myanmar. He is also a part of the SMU BFI (Business Families Institute) network.
Chris is also a practitioner of Transcendental Meditation.
“Meditation, more than any other factor, has been the reason for what success I’ve had. Meditation leads to openness, to freedom, where a kind of intuition just comes through. You could step back and put things in perspective” – Ray Dalio on Transcendental Meditation, founder of the largest hedge fund in the world with $140 Billion under management.
If you are also on LinkedIn, feel free to connect with Chris on Linkedin here and say hi!
Read Chris’s Latest Blog Post Now:
Sony – Deep Value?
Sony is at an inflection point after years of restructuring. Having shed and restructured loss-making business units, it comfortably exceeded its 2014 medium-term plan to deliver an ROE of 10% and operating profit of JPY500bn in FY17. The company is seeing a number of tailwinds for games, music, and the semiconductor segments […]
Sustainability of Dividends
First, we must understand that business conditions are dynamic. Occasionally, different cycles will cause earnings to fluctuate up or down and it affects the business’ ability to pay out dividends. As investor, we must never have the expectations for dividends to remain the same forever […]
The Role of Synergies in M&A; Reliable to Warrant a Premium Over Market Value?
Today, I want to talk about the role of synergies in M&A. And is it reliable enough for companies to pay a premium over market value because of it?
I for one think that this is a very important topic to discuss for both investors and business people alike. Simply because people tend to be over optimistic of the future and […]
Warren Buffett Often Talks About Intrinsic Value: What is it?
Warren Buffett often talks about intrinsic value. But what exactly is an intrinsic value? Knowing what is intrinsic value is the FIRST step for any aspiring investors who want to be a practitioner of value investing. UNDERSTANDING what is intrinsic value is, of course, the second step for aspiring value investors. Because […]
My Thoughts on Qualcomm Q1 2018 Results
Yesterday’s was Qualcomm’s release of its quarter 1 2018 results. You can view its SEC filing here. It is for the quarterly period ended March 25, 2018. A short background, Qualcomm is simply the company behind most of the smartphones that we are using – in terms of the chips or you can call it, the “brain” […]
Good Result and Yet The Stock Fell 10+% – GameStop’s So Unloved
The stock hit fresh near 13 year low despite the company doing pretty well during the earnings call on 28 March 2018. It closes at 10.39% down. It is not an easy day for any GameStop holders (except the short sellers), from my end, I am thinking where I could have gone wrong – or is the market wrong. I am more than willing to […]
Here’s My Thoughts on GameStop’s Q417 Earnings Results (Released 28/3/2018)
Despite the increase in sales and the beat in earnings from analyst estimates, their profits are still down 11.4% year on year basis on the adjusted diluted EPS portion (from $3.77 to $3.34). However, $3.34 is near the top of the management guidance for FY2017 – and the focus on improving the trade awareness where […]
5 Reasons Why Having The Long-Term View is Vital in Stock Investing
Having a long-term view is important in stock investing. And the reason is not just because many of the world’s most successful and richest investors such as Warren Buffett and Seth Klarman say so. “If you aren’t willing to own a stock for ten years, don’t even think about owning it for ten minutes” – Warren Buffett […]
Is GameStop Doomed? I Visited Their Stores in NY to Find Out
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 […]
Last day of 2017 – A Review of My Investment Journey So Far
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 […]
Here’s My Opinion on Bitcoin
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 […]
What is moat in Warren Buffett’s terms & why it’s important
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 […]
GameStop Q3 17 Earnings — Glad Going Against The Crowd Was Right
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 […]
Re-examining GameStop as a cigar butt stock investing opportunity
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 […]
Valuation Ratios – The Basics
[…] 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 […]
Determining Value: Why Price Is Meaningless, and Multiples are Informative
Investing Lessons [Advanced] Determining Value: Why Price...
10 Mistakes an Investor should Avoid
Investing Lessons [Beginners] 10 Mistakes an Investor...
Value Investing And Behavioral Finance
Investing Lessons [Advanced] Value Investing And...
Unique 4M1S Framework
I created the 4M1S framework through my years of experience investing in the stock market since I was 21 – utilizing both stocks and options (buy and sell).
The framework is created mainly through my personal experience of what works and what does not work in the stock market.
More Testimonials on Chris
“Despite having >15yrs stock invest experience, I needed 1:1 guidance to stay focused in order to learn more about value investing. Chris’s newsletters and his personalized training can be of great help to beginners & matured investors.” – Ravi, Quality Manager from Leading US Semiconductor MNC
“Chris’s Exclusive 1:1 Mentorship has changed my life financially for the better. So far I have made over 20% in just 1 stock that I invested in. The profit that I got easily covered multiple times the fees I invested in the club. He is a passionate value investor and it is evident in the work that he put in for his members.” – Jess Liu, Executive Director, DBS Private Banking
“Chris Lee’s maturity beyond years coupled with service mindset drives his ideas to market. Re-Think Wealth is an open, accessible platform for anyone interested to learn and go live in the world of investing within a short period of time. Hard earned lessons from a wise peer mentor. Chris does not hold back to share.” – Liyana Sulaiman, CPO & Co-founder @ Pollen l Community Commerce Builder
“As part of my journey to learn about value investing, I came across Chris’s profile and joined his program to learn about options trading. Chris gave a step by step guidance and answered all my questions to give me the confidence to enter my first trade. His teaching of value investing and options trading is grounded with case studies and live teaching. I would recommend Chris and his VIM program for those looking for that edge.” – Russell N, Real Estate Fund Manager
“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, Ex Academic Director, SUTD-SMU Dual Degree Programme at Singapore Management University