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Learning that drives better investment decisions

Jardine Matheson Holdings – World Class Benchmarking

By Become a Better Investor | Jun 11, 2020

Jardine Matheson Holdings Limited (JM SP): Profitable Growth rank of 6 was up compared to the prior period’s 8th rank. This is below average performance compared to 1,430 large Industrials companies worldwide.

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VMC: Careers in Finance with Tanya Thourani

By Andrew Stotz | Jun 10, 2020

Careers in Finance: Start by developing interest. Then take a course to understand how finance works. Then leverage the people with experience and have opportunities for you in the area you’re learning.

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TTW – World Class Benchmarking

By Become a Better Investor | Jun 9, 2020

TTW Public Company Limited (TTW TB): Profitable Growth rank of 1 was up compared to the prior period’s 2nd rank. This is World Class performance compared to 150 medium Utilities companies worldwide.

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VMC: The Relationship Between the Yield Curve And the Stock Market

By Become a Better Investor | Jun 8, 2020

Valuation Master Class Student Essay: The yield curve is a line that plots the bond yields at a set point in time, of bonds having equal credit quality against their maturities. The curve shows the relation between the interest rate and the time to maturity. Typically, bond maturities vary from 3 months to 30 years.

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PTG Energy – World Class Benchmarking

By Become a Better Investor | Jun 5, 2020

PTG Energy Public Company Limited (PTG TB): Profitable Growth rank of 2 was up compared to the prior period’s 7th rank. This is World Class performance compared to 330 large Energy companies worldwide.

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A. Stotz All Weather Strategy – May 2020

By A. Stotz Investment Research | Jun 4, 2020

All Weather Strategy: The All Weather Strategy has underperformed World equity, due to the forceful rebound in stocks. We move away from our ultra-conservative equity target allocation but remain cautious and focus on downside protection.

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VMC: Careers in Finance with Voragorn Sinlapamongkolkun

By Andrew Stotz | Jun 3, 2020

Careers in Finance: Take care of your stakeholders in the industry as a whole, not only in your organization. You have to look forward and try to learn a new thing. If you don’t change yourself something new will change you.

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Fraser & Neave Holdings – World Class Benchmarking

By Become a Better Investor | Jun 2, 2020

Fraser & Neave Holdings Berhad (FNH MK): Profitable Growth rank of 2 was same compared to the prior period’s 2nd rank. This is World Class performance compared to 570 large Cons. Staples companies worldwide.

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VMC: Review the Concept of WACC

By Become a Better Investor | Jun 1, 2020

Valuation Master Class Student Essay: Weight average cost of capital (WACC) is a calculation of a firm’s cost of capital which includes all sources of capital such as common stocks, preferred stocks, and bonds.

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Active and Passive Funds in Thailand

By Become a Better Investor | May 29, 2020

We look at 277 Thai equity mutual funds of which 90% are active and only 10% are passive. 78% of active funds have an R-squared >85%, hence, it appears those funds are closet-indexers.

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