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Learning that drives better investment decisions

VMC: Careers in Finance with Wim Steemers

By Andrew Stotz | Mar 20, 2020

Careers in Finance: You may think your job is to get every call right. No, that’s not your job. Your job is to get more right than wrong. And be prepared to get it wrong, because that will happen. That’s part of the job.

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VMC: Distressed Firms

By Become a Better Investor | Mar 19, 2020

Valuation Master Class Student Essay: The definition of distressed companies is well known. However, these companies can show one or multiple signs that a distressed situation is coming. A solution for distressed companies is either a reorganization process or a liquidation process.

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Looking for High Dividend Yield? Thailand Is Not There Yet

By Become a Better Investor | Mar 18, 2020

Chart of the Day: MSCI Thailand has fallen by more than 30% year-to-date. But dividend yield has yet only risen to the long-term average.

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VMC: Which Valuation Method is the Most Suitable for Different Types of Companies?

By Become a Better Investor | Mar 17, 2020

Valuation Master Class Student Essay: Nowadays, we hear more and more that the stock market is overvalued. What does it mean? It means that the intrinsic value of the company is lower than the current stock price.

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RGB International – World Class Benchmarking

By Become a Better Investor | Mar 16, 2020

RGB International Berhad (RGB MK): Profitable Growth rank of 2 was up compared to the prior period’s 3rd rank. This is World Class performance compared to 890 small Consumer Discretionary companies worldwide.

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MONEY FM 89.3: How Bad Are Markets? A View from Thailand

By Become a Better Investor | Mar 13, 2020

MONEY FM 89.3: Andrew Stotz is a guest on Across the ASEAN to discuss how bad it is and what it might mean for Thai markets.

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VMC: Careers in Finance with Frank Schwab

By Andrew Stotz | Mar 12, 2020

Careers in Finance: If you’re just starting your career in finance, don’t compare yourself to veterans because it’s impossible to have the experience they have. Instead, compare yourself with your peers.

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Sepatu Bata – World Class Benchmarking

By Become a Better Investor | Mar 11, 2020

PT Sepatu Bata Tbk (BATA IJ): Profitable Growth rank of 4 was down compared to the prior period’s 3rd rank. This is above average performance compared to 890 small Consumer Discretionary companies worldwide.

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VMC: Oil Refinery Business in Thailand

By Become a Better Investor | Mar 10, 2020

Valuation Master Class Student Essay: The oil refinery is one of the major businesses in Thailand with a market capitalization of over Bt600 billion. In order to understand and invest in oil refineries, investors need to know the nature of the business and factors that affect profitability.

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Centurion Corporation – World Class Benchmarking

By Become a Better Investor | Mar 9, 2020

Centurion Corporation Limited (CENT SP): Profitable Growth rank of 2 was the same compared to the prior period’s 2nd rank. This is World Class performance compared to 890 small Cons. Disc. companies worldwide.

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