China Telecom Corporation Limited (728 HK): Profitable Growth rank of 6 was same compared to the prior period’s 6th rank. This is below average performance compared to 250 large Comm. Serv. companies worldwide.
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Korea, Singapore, Hong Kong, China, Vietnam, India, and Philippines were the only markets with a positive return in 1H25. Korea was the strongest performer in USD and local terms.
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In June 2025, we published 4 new episodes of the My Worst Investment Ever podcast. Listen to all of them here.
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Jet2 PLC (JET2 LN): Profitable Growth rank of 2 was up compared to the prior period’s 3rd rank. This is World Class performance compared to 1,360 large Industrials companies worldwide.
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Israel-Iran truce. US is the no.1 oil producer. US$ down 10% YTD. NASDAQ loves July. Self-censorship threatens democracy.
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Developed markets are incredibly cheap these days, trading at less than 2x price-to-book value compared to 3.6x for developed markets (which are mainly comprised of the highly valued US).
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We recently applied our FVMR Investing model in Thailand and identified eight stocks that we considered worthy of your further research. Remember that these are not recommendations.
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Thailand serves as a living testament to resilience. Since I arrived in 1992, the country has experienced multiple coups and constitutional changes, yet it continues to function, adapt, and even thrive in the most challenging moments.
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Thailand has overcome considerable challenges before, and I still believe it has the resilience to do so again. However, these three issues — demographics, debt, and education — won’t go away on their own.
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Kobe Bussan Company Limited (3038 JP): Profitable Growth rank of 1 was up compared to the prior period’s 2nd rank. This is World Class performance compared to 530 large Cons. Staples companies worldwide.
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