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Learning that drives better investment decisions

Government Pumping Money in (Or Incentivizing It) Creates Excess Demand

By Become a Better Investor | Jul 23, 2020

Chart of the Day: “When the government took over student lending in 2010 or so, we stopped doing all student lending.” – Jamie Dimon, JPMorgan chairman and CEO

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Aneka Tambang – World Class Benchmarking

By Become a Better Investor | Jul 22, 2020

PT Aneka Tambang Tbk (ANTM IJ): Profitable Growth rank of 9 was up compared to the prior period’s 10th rank. This is poor performance compared to 780 large Materials companies worldwide.

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Globalization Deflation, Localization Inflation

By Become a Better Investor | Jul 21, 2020

Chart of the Day: Things that were made globally have fallen. Things that are locally made in the US have risen massively.

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If Japan Can… Why Can’t We?

By Andrew Stotz | Jul 20, 2020

Nothing stopping the US government now. Be like Japan? Stagnant wages, three decades of zero inflation. Be like Japan? A two-decade 60% fall in the market, despite low interest rates.

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The Price and Earnings Disconnect

By Become a Better Investor | Jul 17, 2020

Chart of the Day: Rising purchasing power for the rich, falling for the poor. Keep buying? Seems more likely that the blue line starts falling before the red line rises.

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Sheng Siong Group – World Class Benchmarking

By Become a Better Investor | Jul 16, 2020

Sheng Siong Group Limited (SSG SP): Profitable Growth rank of 1 was same compared to the prior period’s 1st rank. This is World Class performance compared to 580 large Cons. Staples companies worldwide.

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China Yuhua Education Corporation – World Class Benchmarking

By Become a Better Investor | Jul 15, 2020

China Yuhua Education Corporation Limited (6169 HK): Profitable Growth rank of 4 was same compared to the prior period’s 4th rank. This is above average performance compared to 1,240 medium Cons. Disc. companies worldwide.

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VMC: The Significance of Invested Capital Growth

By Become a Better Investor | Jul 14, 2020

Valuation Master Class Student Essay: Invested Capital Growth is one of the most important forecasts in firm valuation. In this essay, I will explain the fundamentals of invested capital growth, its importance, and how to forecast it.

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Ekovest – World Class Benchmarking

By Become a Better Investor | Jul 13, 2020

Ekovest Berhad (EKO MK): Profitable Growth rank of 8 was same compared to the prior period’s 8th rank. This is below average performance compared to 1,410 medium Industrials companies worldwide.

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VMC: Analyzing Liquidity using Cash Conversion Cycle

By Become a Better Investor | Jul 10, 2020

Valuation Master Class Student Essay: Cash is like oxygen to a company. Regardless of how profitable a company is, if the business is unable to generate cash to cover its creditors, the company will run the risk of bankruptcy and collapse. One method to measure liquidity is Cash Conversion Cycle (CCC).

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