Skip to content
Learning that drives better investment decisions

Become a Better Investor Newsletter – 1 November 2025

|

Noteworthy this week

  • Time is money
  • Just 3% of stocks generate wealth
  • 8% of S&P 500 accounts for 47% of the market cap
  • Shorter lifespans for S&P 500 companies
  • Most investors still shun gold

Time is money: And time is the main factor in creating wealth. 98% of Warren Buffett’s net worth came after he turned 65. The power of time and uninterrupted compounding.

Just 3% of stocks generate wealth: Just 3% of companies have generated all the net wealth in the US stock market since 1926.

8% of S&P 500 accounts for 47% of the market cap: JP Morgan has identified 41 AI-related stocks, 8% of the S&P 500. These stocks now account for 47% of the Index’s market capitalization, a new record.

Shorter lifespans for S&P 500 companies: Incumbents are being disrupted even more quickly. The average company lifespan on the S&P 500  Index has fallen.

Most investors still shun gold: Gold has seen inflows of only US$100bn since 2020, compared with total inflows of US$4.5trn into cash.

Join the world’s toughest valuation training

Become a Valuation Expert. Valuation Master Class Boot Camp graduates can confidently value any company in the world and possess in-demand industry skills.

Click here to learn more.

Weekly market performance

Click here to see more markets and periods.

Chart of the week

Try 1 month of the Become a Better Investor Community for FREE today!

You can cancel at any time. Click here to learn more.

Podcasts we listened to this week

The Hundred Year Pivot Ep. 9 – Roger Mitchell

“Together, we examine the rise of financial nihilism, the politicisation of belief, and the enduring human need for moral and spiritual grounding, offering a thoughtful exploration of how ancient principles might guide us through contemporary darkness.”

Listen on Apple or Spotify.

Readings this week

The Great Indian IPO Heist

“In recent years, India has witnessed a surge of IPOs (initial public offerings) where the story has run far ahead of substance. Many of these companies are still loss-making, yet they have been valued as if the future were already guaranteed. Promoters and early investors, riding on waves of optimism, have used these moments to sell their stakes at prices inflated by hope.”

Read the article.

Book recommendation

Wisdom Takes Work: Learn. Apply. Repeat. by Ryan Holiday

“Of all the stoic virtues – courage, discipline, justice, and wisdom – wisdom is the most elusive. This is especially apparent in an age where reaction and idle chatter are rewarded, and restraint and thoughtfulness are unfashionable.”

Get the book on Audible or Kindle.

Audible is great; have you tried it? If not, click here to get 2 books for free.

Memes of the week

Published on Become a Better Investor this week

Maple Leaf Foods Incorporated (MFI CT): Profitable Growth rank of 1 was up compared to the prior period’s 6th rank. This is World Class performance compared to 540 large Cons. Staples companies worldwide.

Read Maple Leaf Foods – World Class Benchmarking

PT Dharma Satya Nusantara Tbk (DSNG IJ): Profitable Growth rank of 2 was up compared to the prior period’s 4th rank. This is World Class performance compared to 540 large Cons. Staples companies worldwide.

Read Dharma Satya Nusantara – World Class Benchmarking

LG Electronics Incorporated (066570 KS): Profitable Growth rank of 7 was up compared to the prior period’s 8th rank. This is below average performance compared to 910 large Cons. Disc. companies worldwide.

Read LG Electronics – World Class Benchmarking

PTT Exploration and Production Public Company Limited (PTTEP TB): Profitable Growth rank of 4 was down compared to the prior period’s 3rd rank. This is above average performance compared to 290 large Energy companies worldwide.

Read PTT Exploration and Production – World Class Benchmarking

UOL Group Limited (UOL SP): Profitable Growth rank of 5 was down compared to the prior period’s 4th rank. This is average performance compared to 190 large Real Estate companies worldwide.

Read UOL Group – World Class Benchmarking

DISCLAIMER: This content is for information purposes only. It is not intended to be investment advice. Readers should not consider statements made by the author(s) as formal recommendations and should consult their financial advisor before making any investment decisions. While the information provided is believed to be accurate, it may include errors or inaccuracies. The author(s) cannot be held liable for any actions taken as a result of reading this article.

Posted in Newsletter