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Learning that drives better investment decisions

VMC: Careers in Finance with Erik Budiman

By Andrew Stotz | Mar 31, 2020

Careers in Finance: Research analysts are the backbone of an investment bank; they are like the chef in a restaurant. But they cannot exist if no one is selling the food.

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Kumpulan Fima – World Class Benchmarking

By Become a Better Investor | Mar 30, 2020

Kumpulan Fima Berhad (FIMA MK): Profitable Growth rank of 4 was down compared to the prior period’s 3rd rank. This is above average performance compared to 830 small Industrials companies worldwide.

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VMC: Careers in Finance with Paul Gambles

By Andrew Stotz | Mar 27, 2020

Careers in Finance: Critical faculty, skepticism, and questioning have got to be one of the key traits for people in the industry in the future. Your understanding is now more important than knowledge.

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Andrew Stotz on the Conscious Millionaire Podcast Network

By Become a Better Investor | Mar 26, 2020

Andrew was interviewed on the Conscious Millionaire Podcast Network, named in Inc Magazine as one of the Top 13 Business Podcasts. The show is for entrepreneurs, coaches, marketers and business owners who want to make their First Million.

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When Bonds Are No Longer the Safe Haven They Use to Be

By A. Stotz Investment Research | Mar 25, 2020
The high yield bond spread rockets when the stock market falls

All Weather Strategy: For many investors, the safest bond alternative in times of high volatility and adverse economic conditions is short-term government bonds in their home country.

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VMC: Merger Arbitrage

By Become a Better Investor | Mar 24, 2020

Valuation Master Class Student Essay: Merger arbitrage is an investment strategy that trades stocks of companies in special situations. The purpose of this paper is to walk a reader through special situations, merger arbitrage strategy, and its goal and fundamentals.

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Challenger Technologies – World Class Benchmarking

By Become a Better Investor | Mar 23, 2020

Challenger Technologies Limited (CHLG SP): Profitable Growth rank of 1 was the same compared to the prior period’s 1st rank. This is World Class performance compared to 1,320 medium Consumer Discretionary companies worldwide.

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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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