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Michael Burry’s SpaceX warning is not really about SpaceX.It is about discipline.A great story does not always mean a gr...
24/06/2026

Michael Burry’s SpaceX warning is not really about SpaceX.

It is about discipline.

A great story does not always mean a great investment. When hype runs ahead of business value, intelligent investors slow down and ask harder questions.

- Do I understand the business?
- What is it really worth?
- Where is my margin of safety?

That is the difference between speculation and value investing.

Sometimes the smartest investment decision is simply this: "no thank you"

Read the full breakdown in the blog: https://go.valueinvestingacademy.sg/burrys-spacex-warning

🦸‍♂️ SUPER HEROES WANTED 🦸‍♀️ At Value Investing Academy, our mission is simple: We Care to Make You a Better Investor!O...
23/06/2026

🦸‍♂️ SUPER HEROES WANTED 🦸‍♀️

At Value Investing Academy, our mission is simple:
We Care to Make You a Better Investor!

Over the years, we have trained more than 50,000 people across Asia, building a strong investing community across Singapore, Malaysia, Thailand, Cambodia, Vietnam, Hong Kong and Japan.

As Singapore's market leader in value investing education companies, we are looking for people who want to do meaningful work, grow fast, and make real impact.

Here, you will not be trapped by red tape, office politics or boring routines. You will get the space to try bold ideas, spearhead new strategies, learn directly from our Founder Cayden Chang, and be rewarded based on results — with our top performers receiving up to 💰8.5 months bonus💰 in a year.

You will also meet inspiring leaders, work on exciting events, and enjoy a fun culture filled with team lunches, movie sessions, makan and celebrations during office hours.

If you are hungry to learn, ready to grow, and want to be part of a mission that changes lives through financial education, this is where your next adventure begins.

1) Training & Event Mgt Executive (Junior)
> https://tinyurl.com/ya42s327

2) Senior Digital Marketigng Executive
> https://tinyurl.com/uxnv64vj

See you!

I went through the entire SpaceX prospectus. A couple of hundred pages. Here is what I found. Read the article: https://...
19/06/2026

I went through the entire SpaceX prospectus. A couple of hundred pages. Here is what I found. Read the article: https://go.valueinvestingacademy.sg/spacex-ipo

Space, Connectivity, AI: three business segments consolidated in one company, the company is losing US$4.937 billion.

Yet the IPO targets US$1.75 trillion. And aims to raise US$75 billion from public investors.

High valuation does not mean the company is making money. WeWork was once US$47 billion. Bankrupt.

A great company is not automatically a great investment.

In an IPO, public investors are fifth in line. Existing shareholders cash out. Banks get paid. The company raises money. Employees unlock later. Then you arrive.

This is not about whether SpaceX is great. It may be. It is about whether the price leaves enough room for a sensible return.

😱 What Happened to Companies After IPO? 😱Based on research for the past 50 years on companies which have IPO: ✅ 1) IPO “...
12/06/2026

😱 What Happened to Companies After IPO? 😱

Based on research for the past 50 years on companies which have IPO:

✅ 1) IPO “pop” benefits early sellers more than public investors
• The first-day jump usually rewards institutions who received IPO allocation, not retail investors buying after listing.

✅ 2) Long-term IPO returns are highly uneven
• A few huge winners like Amazon, Tesla, Meta, and Visa can hide many weak performers.

✅ 3) The average IPO is not the average opportunity
• IPO averages are skewed by a small number of exceptional companies.

✅ 4) Valuation matters more than company quality
• A great company can still be a poor investment if the IPO price is too expensive.

✅ 5) Hype is a warning signal
• Heavily promoted IPOs often happen when market sentiment is hot and sellers can demand high prices.

✅ 6) Better opportunities may appear after the IPO
• Value investors often get a better chance after lock-up expiry, earnings disappointment, or a market selloff.

✅ 7) Profitability matters
• IPOs of companies with stable profits and cash flow tend to be safer than “growth story” IPOs with heavy losses.

✅ 8 ) Founder/private equity exits matter
• If insiders are selling heavily at IPO, investors should ask: “Why are smart insiders selling to me now?”

✅ 9) Sector cycles affect IPO quality
• Many IPO waves happen near sector peaks: dot-com, EVs, SaaS, crypto, AI.

✅ 10) Buffett-style conclusion
• IPOs are not automatically bad, but they are usually designed as a selling event, not a bargain-hunting event.

At ViA, We Care to Make You a Better Investor!

Inflation above 4% could expose the real risk in overvalued AI stocks.Most investors chase the AI story but I focus on t...
12/06/2026

Inflation above 4% could expose the real risk in overvalued AI stocks.

Most investors chase the AI story but I focus on the value behind the story.

If inflation stays hot and rates remain high, overvalued growth stocks can feel the pressure first. A great business can still be a bad investment if you overpay for it.

Read the full blog at
https://go.valueinvestingacademy.sg/inflationrealrisk

11/06/2026

💰 How Warren Buffett Look at Stocks 💰

The biggest difference is that Warren Buffett looks at a stock as a piece of a business, while most laymen look at it as a piece of paper that goes up and down in price.

HIS PERSPECTIVE:

✅ 1) Buffett Buys Businesses, Not Stocks

• If someone offered Buffett the entire company, would he want to own it?
• For example, when Buffett bought Coca-Cola, he wasn’t thinking:

“Will the share price rise next month?”

He was thinking:
“Will billions of people still drink Coke 10-20 years from now?”

✅ 2) Buffett Looks at Intrinsic Value

Most investors ask:
“What is the stock trading at?”

Buffett asks:
“What is the business actually worth?”

If a company is worth $100 per share and the market offers it at $70, Buffett sees an opportunity.

This is the concept taught by Benjamin Graham:

• Intrinsic Value = Estimated Business Value
• Margin of Safety = Buying below that value

✅ 3) Buffett Loves Predictability

Buffett prefers businesses he can understand.

Examples:
• Coca-Cola
• American Express
• Apple

He generally avoids businesses whose future earnings are difficult to predict.

His famous quote:
“Never invest in a business you cannot understand.”

✅ 4) Buffett Focuses on Cash Generation

Many investors focus on:
• Revenue growth
• Headlines
• Story stocks

Buffett focuses on:
• Earnings quality
• Free cash flow
• Return on capital
• Ability to reinvest profits

He wants a company that can generate cash year after year.

✅ 5) Buffett Welcomes Market Declines

Most people react:
“The stock is falling. Something must be wrong.”

Buffett often reacts:
“The business is the same, but now it’s cheaper.”

His famous quote:
“Be fearful when others are greedy and greedy when others are fearful.”

✅ 6) Buffett Thinks in Decades

A layman might ask:
“What will happen next quarter?”

Buffett asks:
“What will this business look like in 10 years?”

When Buffett bought Apple, he was not trying to predict next year’s iPhone sales. He was evaluating whether Apple’s ecosystem would remain dominant for many years.

✅ 7) Buffett Measures Risk Differently

Most people define risk as:
“The stock price moves a lot.”

Buffett defines risk as:
“The chance of permanently losing money.”

A stable company bought at a huge overvaluation can be risky.

A great company bought at a large discount can be relatively safe.

🍀 Buffett’s Mental Framework 🍀

When Buffett sees a stock, he mentally asks:

1. Do I understand this business?
2. Does it have a durable competitive advantage (moat)?
3. Is management trustworthy and competent?
4. Will earnings likely be higher in 10 years?
5. What is the intrinsic value?
6. Is there a margin of safety?
7. Would I be happy owning the entire business?

If the answer to all seven is “yes,” then the stock becomes interesting.

At Value Investing Academy, We Care to Make You a Better Investor!

09/06/2026

😱 Warren Buffett’s Opinion about IPOs! 😱

Two big hyped up IPOs this year - SpaceX and OpenAI.

Warren Buffett has been consistently skeptical of IPOs for decades.

His views can be summarized into several key principles:

✅ 1) IPOs Are Usually Designed to Benefit Sellers, Not Buyers

“IPOs are sold, not bought.”

His reasoning is simple:
• Existing owners, venture capitalists, and insiders usually know more about the business than public investors.
• They choose to sell when conditions are attractive for them.
• Therefore, the odds are naturally tilted in favor of the seller.

✅ 2) The Cheapest Opportunity Is Unlikely to Be the IPO

Buffett once said:

“The idea that a new issue is going to be the cheapest thing to buy among thousands of stocks is crazy.”

His argument:

* Thousands of listed companies are already available.
* Why would the best bargain be the one that investment bankers are actively marketing to the public?

✅ 3) IPOs Are Often Surrounded by Hype

Buffett believes hype causes investors to suspend rational thinking.

At Berkshire meetings he compared IPO excitement to lottery winners:

“People win lotteries every day.”

His point:
• FOMO is not an investment strategy.

✅ 4) Most IPO Buyers Have an Information Disadvantage

Buffett has repeatedly warned that:

• Company insiders know far more about the business.
• Early investors know the strengths and weaknesses.
• Retail investors receive only public information.

✅ 5) IPOs Are Often Overpriced

Buffett stated:

“It is almost a mathematical impossibility to imagine that, out of the thousands of things for sale on a given day, the most attractively priced is the one being sold by a knowledgeable seller to a less knowledgeable buyer.”

In value-investing terms:

• IPO pricing is designed to maximize proceeds.
• Investment banks work for the seller.
• Therefore, bargain pricing is uncommon.

🍀 Buffett’s Overall Verdict on IPOs 🍀

• Most IPOs: Avoid.
• Occasionally: A few may become great businesses.
• Main concern: Investors often overpay because of excitement and marketing.
• Preferred approach: Wait until the hype fades and evaluate the company like any other listed business.

For a value investor, Buffett’s message is not “never buy an IPO,” but rather “never buy an IPO simply because it is an IPO.”

At Value Investing Academy, We Care to Make You a Better Investor!

🚨Why Berkshire is Acquiring Taylor Morrison Acquisition? 🚨• Deal type: All-cash acquisition• Offer price: US$72.50 per s...
05/06/2026

🚨Why Berkshire is Acquiring Taylor Morrison Acquisition? 🚨

• Deal type: All-cash acquisition
• Offer price: US$72.50 per share
• Equity value: About US$6.8 billion
• Enterprise value: About US$8.5 billion, including debt
• Premium: About 24% above Taylor Morrison’s US$58.50 closing price on 29 May 2026.

🎯 What Taylor Morrison Does 🎯
• U.S. homebuilder and community developer.
• Operates 350+ communities across 21 markets in 12 states.
• Brands include:
* Taylor Morrison — main homebuilding brand
* Esplanade — resort/lifestyle communities
* Yardly — rental communities
• Also offers mortgage, title, escrow, and homeowners’ insurance services.

🎯 Management & Closing 🎯
• Taylor Morrison will keep its existing management team.
• CEO Sheryl Palmer will remain in charge.
• Expected closing: second half of 2026.
• Requires Taylor Morrison shareholder approval and regulatory approvals.
• After closing, Taylor Morrison will become private and delist from NYSE.

🎯 Why Berkshire Might Not Buy NVR, Toll Brothers, or Pulte Instead 🎯

✅ 1) The Best Company Is Often Too Expensive
• NVR typically trades at a premium valuation.
• Management may not want to sell.
• Berkshire would likely need to pay a huge control premium.

Buffett frequently avoids auctions for great companies if the price becomes unreasonable.

✅ 2) Berkshire Buys Entire Businesses, Not Stocks

As public investors, we can buy:
• NVR
• PulteGroup
• Toll Brothers
at market prices.

Berkshire must buy:
• 100% ownership
• Management cooperation
• Regulatory approval

Many companies simply aren’t for sale.

Taylor Morrison’s board and management were willing sellers.

That alone makes it a much more realistic target.

✅ 3) Berkshire Likes Good Businesses During Industry Weakness

The housing sector has been under pressure because:
• Mortgage rates remain elevated.
• Housing affordability is weak.
• New-home demand has slowed.

When an industry is temporarily unpopular, Berkshire often steps in.

Examples:
• American Express after the Salad Oil Scandal.
• Bank of America after the financial crisis.
• BNSF after recession fears.
• Apple when investors worried about iPhone growth.

✅ 4) Berkshire Loves Strong Management

One of Buffett’s most repeated principles:
“When we buy a business, we are buying management.”

Taylor Morrison CEO Sheryl Palmer has led the company since 2007.

Under her leadership:
• Revenue expanded significantly.
• Profitability improved.
• The company navigated multiple housing cycles.
• Shareholder returns were strong.

✅ 6) Taylor Morrison Fits Berkshire’s Existing Housing Ecosystem

Berkshire already owns:
• Clayton Homes
• Acme Brick
• Johns Manville
• Benjamin Moore

Taylor Morrison gives Berkshire:
• Site-built homes
• Land development expertise
• Mortgage services
• Title and escrow services

The acquisition is strategically complementary.

At Value Investing Academy, We Care to Make You a Better Investor!

😱 Is SpaceX IPO a Legal Scam? 😱A few red flags:1) Company has Highest Loss • Among other IPOs of similar capacity, it ha...
03/06/2026

😱 Is SpaceX IPO a Legal Scam? 😱

A few red flags:
1) Company has Highest Loss
• Among other IPOs of similar capacity, it has the highest loss of -US$4.9B

2) Company has Highest Valuation
• ~94X revenue at US$1.75 trillion. This means that SpaceX would immediately rank among the most valuable companies in the world, alongside companies like NVIDIA, Microsoft, and Apple.

Who would buy this crap to make the sellers rich? 💰

At Value Investing Academy, We Care to Make You a Better Investor!

03/06/2026

🚨The Importance of Not Listening to Others! 🚨

Warren Buffett has repeatedly emphasized that investors should think independently and avoid being swayed by the opinions of others, including economists, market commentators, analysts, and the media.

Buffett’s Views on Ignoring Other People’s Opinions

✅ 1) Think Independently

“You don’t have to be right because others agree with you. You are right because your facts and reasoning are right.”

✅ 2) Ignore Market Noise

Buffett has often warned investors against listening to daily market predictions.

“We have long felt that the only value of stock forecasters is to make fortune tellers look good.”

✅ 3) Economists Cannot Predict Markets

“We’ve long ago felt that the only people who have a great deal to gain from economists are economists themselves.”

Meaning:
• Economic predictions often sound intelligent but have little practical investing value.
• Investors should spend more time studying businesses than economic forecasts.

✅ 4) Ignore Predictions About the Economy

In Berkshire Hathaway’s annual reports, Buffett repeatedly noted that major economic events did not stop great businesses from creating wealth.

“If we had let a fear of unknowns stop us from making new investments, few investments would ever have been made.”

Examples Buffett lived through:
• Cuban Missile Crisis
• Oil shocks
• Black Monday (1987)
• Dot-com crash
• Global Financial Crisis
• COVID pandemic

Despite all these events, the long-term value of good businesses continued to grow.

✅ 5) Be Fearful When Others Are Greedy

Buffett often advises investors to do the opposite of the crowd.

“Be fearful when others are greedy and greedy when others are fearful.”

✅ 6) Don’t Ask the Barber If You Need a Haircut

“Never ask a barber whether you need a haircut.”

✅ 7) Ignore Political and Economic Forecasts

Buffett has openly admitted he does not make investment decisions based on politics.

“I have no idea what the market is going to do tomorrow, next week, next month, or next year.”

✅ 8 ) The Market Exists to Serve You, Not Guide You

Borrowing from Benjamin Graham, Buffett often references “Mr. Market.”

“The market is there to serve you, not to instruct you.”

Meaning:
• Market prices are opportunities.
• They are not instructions.
• Investors should decide value independently.

Buffett does not ask:

❌ What will GDP growth be next year?
❌ What will interest rates be in six months?
❌ What do economists predict?
❌ What is the market consensus?

✅ Value Investing Takeaway ✅
“The stock market is a device for transferring money from the impatient to the patient.”

The essence of Buffett’s approach is:
• Think independently.
• Ignore short-term forecasts.
• Ignore crowd opinion.
• Ignore economic predictions.
• Focus on business fundamentals.
• Buy with a long-term horizon.
• Let facts and reasoning guide decisions rather than popular opinion.

At Value Investing Academy, We Care to Make You a Better Investor!

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