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Learning that drives better investment decisions

When Will the Thai Economy Reopen?

By Andrew Stotz | Apr 14, 2020

SURVEY: When Will the Thai Economy Reopen? If we know the answer to this it can help us form our action plans for our own recovery.

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Gulf Energy Development – World Class Benchmarking

By Become a Better Investor | Apr 13, 2020

Gulf Energy Development Public Company Limited (GULF TB): Profitable Growth rank of 6 was same compared to the prior period’s 6th rank. This is below average performance compared to 290 large Utilities companies worldwide.

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VMC: Introduction to Derivatives Market

By Become a Better Investor | Apr 10, 2020

Valuation Master Class Student Essay: Risk is inherent in financial and commodity markets. As markets get more sophisticated, the need to protect the investment grows which gives rise to the demand for derivative instruments.

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VMC: Careers in Finance with Sanit Sirikolkarn

By Andrew Stotz | Apr 9, 2020

Careers in Finance: Luck plays a big role in your life, but it comes at different times. It doesn’t mean that you will always be unlucky. So, you have to be prepared for it. Be mindful of your ego. It could ruin your career in finance.

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Vinythai – World Class Benchmarking

By Become a Better Investor | Apr 8, 2020

Vinythai Public Company Limited (VNT TB): Profitable Growth rank of 1 was same compared to the prior period’s 1st rank. This is World Class performance compared to 760 medium Materials companies worldwide.

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VMC: Careers in Finance with Tochathorn Somjaivong

By Andrew Stotz | Apr 7, 2020

Careers in Finance: Learn more about the human/soft side of the business because that is one of the most important aspects of business success. The world of finance is not science. There are models and theories in finance but not laws. Focus on continuous learning and development.

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VMC: Accounting of Investments in the Balance Sheet

By Become a Better Investor | Apr 6, 2020

Valuation Master Class Student Essay: A power arises from rights. Rights can be voting rights or out of contractual arrangements. When companies acquire a stake over another company, there are two accounting methods that could be used: cost method and equity method.

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LIVE: COVID Death versus Economic Suicide

By A. Stotz Investment Research | Apr 3, 2020

All Weather Strategy: What we’re facing: COVID death versus Economic suicide. More fear, more localization, and more debt. How low can the US market go? Will QE help us out of this situation?

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VMC: Careers in Finance with Angus Mackintosh

By Andrew Stotz | Apr 2, 2020

Careers in Finance: To build a successful career in finance, you have to really want to work in finance. Being able to condense ideas into a short and succinct description is better than just being a spreadsheet expert.

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Arwana Citramulia – World Class Benchmarking

By Become a Better Investor | Apr 1, 2020

PT Arwana Citramulia Tbk (ARNA IJ): Profitable Growth rank of 2 was the same compared to the prior period’s 2nd rank. This is World Class performance compared to 1,440 medium Industrials companies worldwide.

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