Learning that drives better investment decisions

The Link between Price and Perceived Worth

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Top 5 of the Week of April 24 - Become a #betterinvestor

In our Top 5 this week, we uncover the nature of risk, examine the best approach to benchmarking, and discover why we hate cheap things. All this and more…

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Sweden: Land of Flat Earnings & Fat Dividends

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Sweden Equity FVMR Snapshot

The first thing we can see is that the ROE of Swedish companies is about in line with the rest of the world. Dividend payout ratios are much higher, which is nice. They pay out a lot of dividends.

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Don’t Rush into Korea Just Because It’s Super Cheap

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Korea Equity FVMR Snapshot

So the profitability of Korean companies is pretty low. In fact, look at the number of sectors that have ROEs below 10% ─ one, two, three, four, five, six, seven. We can say that it is a low ROE country, for sure.

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FVMR Investing – Quantamental Investing Across the World for CFA Bangalore

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PhotosfromEvents

Pictures from FVMR Investing – Quantamental Investing Across the World for CFA Bangalore in India on 25 April 2017.

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Relative to Global Market, China Still Expensive

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China EquityFVMR Snapshot

The first thing we can see is that the ROE of China is about 10% to 11% versus the world, which is at 13% – a slightly lower ROE. When we exclude Financials, the Chinese market is trading at about 33x for about a 14% growth rate.

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How to Value Any Company in the World for CFA Kolkata

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PhotosfromEvents

Pictures from How to Value Any Company in the World for CFA India in Kolkata on 24 April 2017.

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US ROE 3 Percentage Points above World Average

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US Equity FVMR Snapshot feat

We can see an ROE of about 13% across the world and a very impressive 16% ROE in the U.S. We can see about a 2x PB for the world versus almost a 3x for the U.S.

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Foreign Investors’ View of the Thai Stock Market | Money Talk@SET

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money talk @ set

Foreign Investors’ View of the Thai Stock Market | Money Talk@SET: Dr. Paiboon, Dr. Niwes aka Thailand’s Warren Buffet, Dr. Andrew Stotz and others discuss the topic.

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Being a Snob Will Cost You Money

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Top 5 of the Week of April 17 - Become a #betterinvestor

In our Top 5 this week, we look at bull market speculations, discuss the disadvantages of being an elite investor, and discover how optimism wins out. All this and more…

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FVMR Investing – Quantamental Investing Across the World for CFA Bangladesh

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PhotosfromEvents

Pictures from FVMR Investing – Quantamental Investing Across the World for CFA Bangladesh in Dhaka on 20 April 2017.

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