Learning that drives better investment decisions

VMC: Mistake #9: Not Properly Fading the Return on Invested Capital

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The final mistake, #9, takes us into when analysts don’t properly fade the return on invested capital. Most analysts forecast that high-return companies will maintain high-level profits and low-return companies will retain their low-level ones.

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Consistently Great Profitability at Chularat Hospital

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Chularat Hospital Public Company Limited operates seven clinics and four hospitals in Thailand. Profitable Growth has been great over the years, and in the past 12 months, the company ranked in the top 144 out of 720 small Health Care companies worldwide.

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High-Risk Factor Alternatives

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In our Top 5 this week, we examine equity market neutral strategies, discuss the hot topic in investing right now, and touch on who needs an investing philosophy. All this and more…

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Falling Profitable Growth at Delta Electronics Thailand

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Delta Electronics (Thailand) Public Company Limited is a manufacturer and exporter of electronic components and power supplies. Its factories are located in Thailand, India and Slovakia, and its main R&D facilities are in Thailand and Germany. Profitable Growth ranked #1 in 2014-2015 but the rank has fallen since.

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Hot Pots Deliver Excellent Profitable Growth

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MK Restaurant Group Public Company Limited is a Thailand-based restaurant chain company. It franchises MK Suki (Japanese-style hot pot) restaurants outside Thailand in Japan, Vietnam, Indonesia, and Singapore. Profitable Growth has been great at MK over the years.

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VMC: On the Rise of CFA Candidates in Asia

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The CFA program has long been viewed as an essential qualification for anyone hoping to enter the lucrative world of investment banking. First conceived in 1942, the CFA program is now one of the US’s most successful exports. And in Asia, the credential is becoming ever more highly prized.

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Good Profitability at Major Cineplex Group

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Major Cineplex Group Public Company Limited is Thailand’s leading lifestyle entertainment company. In the past 12 months, MAJOR ranked among the top 396 out of 1,320 medium-sized Consumer Discretionary companies worldwide.

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Active Management: A Dead Industry Walking

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In our Top 5 this week, we look at Steve Einhorn’s bear market checklist, examine data over dogma, and discuss investing heroes. All this and more…

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United Paper’s Profitable Growth Has Benefited from Tight Global Paper Supply

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United Paper Public Company Limited is a Thai group involved in the manufacture and distribution of cardboard for paper boxes and kraft paper for the packaging used inside cardboard boxes. Profitable Growth has been in an improving trend after the dip to #6 in 2015.

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Solid Foundations Has Generated Solid Profitability for SEAFCO

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SEAFCO Public Company Limited is a construction and engineering company that is engaged in bored piling, diaphragm wall construction and civil works including foundation and building construction. Profitable Growth has been great over the years, consistently ranked in the top 30%.

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