do not want to disclose his name

he has developed a software which he used to identify stock whereby he charged subscription fee

then he also sold book

you could ask around those who are in stock group...

Oh, *Mr. G* is still happily lost in his delusion, convinced he’s the unmatched guru of investing and the final authority on everything. His "brilliant" strategies are so beyond us mere mortals that we can't even begin to appreciate his genius. What’s truly absurd is his shameless belief that even EPF’s returns are worse than his, despite his 4 million ringgit portfolio tanking by over 50% in two years. He even had the audacity to claim his returns outshine EPF’s and announced he’s withdrawing his money. To top it off, he has the nerve to criticize other successful investors, like Adam Khoo, FATA, and HUTU.

He also thinks he’s superior in every little thing, from choosing a luggage color to getting a bargain—convinced he’s beating the market. He’ll even make a fuss over a 10-cent price difference, never allowing anyone to take advantage of him. His so-called "generosity" is laughable—he forces members to pay for photocopies of his book, claiming it’s to prevent damage, while pretending to help everyone. And for all his talk of being a financial expert with FIRE, he’s too stingy to donate a proper amount to those in need. He’s nothing more than a manipulative opportunist who thinks he’s the best thing that ever happened to the world.

OMG.. why you uncover all his thing

later his disciples will attack you non stop

for what I know, the guru told ppl he hate the most of all guru or 课程老，because ppl charge fee

bcoz he told ppl he charge ppl only software subscription fee and some knowledge sharing

also, his book is really overpriced

I knew that he also speculated in structured warrant which is contradictory to his book

no worry la, he won't lose money bcoz his losses will be covered by few hundred k fee from his follower

good looo.. now the guru Donno how to explain to his naive members d

hahhahaa 那个guru 的眼光真的让我刮目相看。。他的财务分析技巧还有财经知识让我更加看穿他的一切啊。。

除了叫人捞底这个，还继续说服徒子徒孙们捞底云顶呢

哈哈哈。。他的最后法则应该是一子错满盘皆落索

I only check this stock every now and then—just to confirm it’s still proudly marching downhill. Hopefully, his followers are starting to catch on to how stellar his stock picks really are, and maybe—just maybe—they’ll stop using the whole 'Warren Buffett approach' as a group therapy mantra for their sinking portfolios.

Cathie Bury

I believe the guru should refund all subscription fee to his students

he made big mistakes but yet did not want to admit his mistakes

still taking the pride that he is the advocate of value investment

no cut loss because to his Bible of long term. investment

bat share price will go down to below 5 very soon

of next quarter result is not as expected

I could foresee erosion in profit, and hence eps

then decreasing dividend payout

then share price will plummet for sure

when pnl is not good

the future of bat is quite pessimistic

I am. waiting for the guru to proudly show his loss making portfolio

I am doubt if he still holds

he claimed that he will not cut loss 1

hold long term

curious now

I not dare to say because I don't wanna attract attack from. his loyal followers

he claimed to have performed better than lot of ppl

his book got lot of principles or theories

but in actual to what extent he really. practise and are his so called principles practical and feasible in Bursa

well let the market judge him

another things which trigger alarm is that

for 31 Mar 25 the operating cash flow is in negative 140k, this is an indicator of poor operation management

the resulting of net cash flow was due to RC draw down of 200k

I am not sure if I can assume that BAT paid dividends using ST Loan

cash flow not nice, eroding eps

really Donno Wat to say

how about those institutional investor or fund house

see the changes in working capital

I Donno how they managed their OCF

to the extent that cash flow was tied

and need to get RC drawdown

effectively I am. not sure if it is practically right to say

dividend is financed via Loan

my 2 cents

maybe I am. wrong

another question in my mind is that

I am not sure if the goodwill value is still as per the books

understand the goodwill arose from acquisition of Malaysian tobacco berhad and the value in use has been compared with the recoverable amount

the RA is based on 10 years projection of cash flows after factor in the discount rate

though there is no right or wrong due to assumption used, I hold my reservation on the carrying value of the goodwill

really prudent or not for no impairment

last but not least in next agm

shareholders could give pressure to mgt to show all

monthly average holding stock in value and turnover in days by month

what is the par stock

why cash was tied with higher inventory

and also can ask mgt on long term plan

any strategy to cut down loan

conventional finance can no longer work

operational finance should play the role

every cent invested should produce reasonable ROI

my 2 cents

I guess more and more people will dump from day to day

more ppl to cut loss

one of my friends is one of the victims of the guru

cut loss and made huge losses

not sure if it is a rumour or truth

got info that Q2 2025 performance is also not as expected

will be lower and worse than Q2 2024

if this is the case, then BAT is falling down

then price now will be higher d

further profit erosion will result in even lower confidence

RM4 is not Impossible

many will slowly run and cut loss if possible

very pathetic dividends due to profit erosion

every quarter this counter might be a disappointment to lot of ppl

no e cigar, how to increase profit

More and more countries will be banning due to health awareness. This will lead to shrinking of market size. BAT cannot survive when cost is increasing while the sales market is shrinking. How to afford to pay higher paid employee esp. those low to mid and top management salaries

In 2025, vaping remains illegal or heavily restricted in several countries, including Argentina, Brazil, Cambodia, India, Laos, Malaysia, Mauritius, Qatar, Singapore, Sri Lanka, Suriname, Syria, Thailand, and East Timor. Singapore, Thailand, and Cambodia have complete bans on e-cigarettes, while Malaysia allows states to control sales. Some countries, like France and Germany, are also considering bans on disposable vapes.

Legal Cigarette consumption in Malaysia has been declining steadily due to increased awareness of health risks and stricter regulations, however the industry still remains profitable as the hike in prices offsets the losses made by lower volume sales. So, do you think Consumers or Smokers want to patronise licenced or legal cigarettes or will switch to smuggled smoke where the price is relatively low. Bad bad bad for BATMAN

每天一步一步慢慢下，迟早也会下到4块钱的

若下一季交不出好业绩

投资情绪肯定会更加负面了哦

3块也会到

借钱来给股息，这种做法股东们没有提出质疑

这个是开倒车

这种的管理层做法，我个人不认同啦

看看operating cash flow 看看changes in WC

你们会有很多疑问

所以呢问题很多

还会有排下

怎么bat 没有sbb 扶盘

若是下一季继续派息然后借钱周转，那么真的没有药救了

如果董事会有心要逆转公司的困境，通常手法都差不多，请一个新的CEO,换掉管理层，卖掉或关掉不赚钱的非核心业务，暂停Capex，裁员和部门合并，暂停派息，降低财政债务压力，探索新赛道。

不过看起来这家公司的做法是，他们觉得要逆转困境太难了，走私烟和电子烟也不是公司能解决的问题，反正有一天过一天，有钱就借，有钱就派。

I am curious on his portfolio

can the guru show to everyone his bat position as of now

since he said he will not cut loss and he is the guru of fundamental analysis, and value investment

I wanna see how he defines value investment when value keeps on eroding

not Harry... that guru also sold his book and importantly very proud of his software which is used to pick stock

that guru always talked about his past Bimb WA

Hahahha

that guru did not only invest heavily in bat but also GEnting

人家说其他的guru 是课程老

他说他不算，因为他给你用他的software

Hahaha

而且他免费在群里分享他的tips

而且我听说群里还有群的哦

他给的service 因人而异的哦

哈哈哈哈哈，他是课程老的guru

因为他比市场课程老更加的够力

到现在为止，我依然相信他不会认错哦

因为有很多徒子徒孙每年给他送现金流

所以啊那些，unrealised loss 他几乎可以不必理会

以其说他股市赚大钱

不如说他卖subscription fee 赚大钱

希望他有报税，不然分分钟LHDN 会慢慢找到他

以他吝啬抠门的性子，我猜测他不会报税