Learning that drives better investment decisions

Design the Right Portfolio Recipe

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In our Top 5 this week, we discuss the dangers of leverage, examine the problem with lotterylike investments, and ask if long-term investors should be in bonds. All this and more…

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Sri Trang Agro-Industry’s Supply Make up 10% of Global Rubber Consumption

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Sri Trang Agro-Industry Public Company Limited is a Thailand-based integrated rubber producer and its supply make up 10% of global rubber consumption. Profitable Growth has persistently ranked low. Margin change has started to improve since its #9 rank in 2016.

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WHA Corporation is Ready to Benefit from the Eastern Economic Corridor

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WHA Corporation Public Company Limited is the biggest Thai property developer by revenue focused on industrial estates. In the past 12 months, WHA ranked among the top 132 of 330 medium-sized Real Estate companies worldwide on Profitable Growth.

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Growth Has Started to Pick Up at Thai Telecom Operator DTAC

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With 25% market share, Total Access Communication Public Company Limited (DTAC) has 23m subscribers in Thailand. The company was founded in 1989 and its major shareholder is Norwegian Telenor ASA. Growth has improved from #9 in 2015-2016 to #1 in the past 12 months.

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VMC: #1 of the Top 9 Valuation Mistakes

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The start of a series on the Top 9 Valuation Mistakes which covers overly optimistic revenue forecasts. Discover how you can avoid them all in your career!

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Who to Hold Accountable…

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In our Top 5 this week, we look at our aversion to algorithms, discuss the problem with forecasting, and expand on the 2018 Great Moat Debate. All this and more…

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Sappe Delivers Great Profitable Growth Riding on Health Trend

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Sappe Public Company Limited produces and distributes health drinks and powders. SAPPE Beauti Drink is the #1 dietary drink in Thailand with over 52m bottles sold per year. Profitable Growth has ranked in the top 20% since 2015.

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Thai Flagship Petroleum Exploration and Production Company

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PTT Exploration and Production Public Company Limited is a Thailand-based petroleum exploration and production company. PTTEP operates in more than 30 countries, exploring and producing oil and gas in Thailand and overseas. Profitable Growth has been in an improving trend since 2016.

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VMC: What to Expect on the CFA Level 3 Exam

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Preparation is the key to success, so review what to expect ahead of you on the CFA exam level 3

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Monopoly Mass Transportation and Ads in Bangkok

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BTS Group Holdings Public Company Limited has the government concession to operate Bangkok’s mass train and bus transit systems. Profitable Growth has fallen from a #1 rank in 2014 to #7 among 438 of 1,460 medium-sized Industrials companies worldwide. 

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