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Learning that drives better investment decisions

Share of Loss-Making Companies Hasn’t Peaked in the World

By Become a Better Investor | Feb 18, 2020

Chart of the Day: The percent of loss-making companies in EM has surpassed DM and is the highest it has been during this period. Share of loss-makers is rising in both worlds.

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Siantar Top – World Class Benchmarking

By Become a Better Investor | Feb 17, 2020

PT Siantar Top Tbk (STTP IJ): Profitable Growth rank of 2 was up compared to the prior period’s 3rd rank. This is World Class performance compared to 520 medium Cons. Staples companies worldwide.

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Caring Pharmacy Group – World Class Benchmarking

By Become a Better Investor | Feb 14, 2020

Caring Pharmacy Group Berhad (CARING MK): Profitable Growth rank of 5 was down compared to the prior period’s 4th rank. This is average performance compared to 520 medium Cons. Staples companies worldwide.

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VMC: How to Value Cyclical Companies

By Become a Better Investor | Feb 13, 2020

Valuation Master Class Student Essay: Cyclical companies have different characteristics compared to non-cyclical companies. One of the main differences is that these companies have volatile earnings due to economic conditions.

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HAUS Talks – 6 Ways to Lose Your Money & 6 Strategies to Win

By Become a Better Investor | Feb 12, 2020

HAUS Talks is a public speaking initiative created to support good ideas, share knowledge, experiences and network with likeminded people in Bangkok. Andrew shares the six most common mistakes he has learned from more than 180 My Worst Investment Ever podcast interviews – real-life, heartbreaking tales of loss and learning.

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A. Stotz All Weather Strategy – January 2020

By A. Stotz Investment Research | Feb 11, 2020

All Weather Strategy: The All Weather Strategy has slightly underperformed World equity in terms of return but at a much lower risk. Equity has some near-term support, and we have a 65% target allocation; Japan is overweight. Continued geopolitical tensions and coronavirus outbreak make us continue to like gold.

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SBS Transit – World Class Benchmarking

By Become a Better Investor | Feb 10, 2020

SBS Transit Limited (SBUS SP): Profitable Growth rank of 2 was up compared to the prior period’s 3rd rank. This is World Class performance compared to 1,500 large Industrials companies worldwide.

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Jakarta Setiabudi Internasional – World Class Benchmarking

By Become a Better Investor | Feb 7, 2020

PT Jakarta Setiabudi Internasional Tbk (JSPT IJ): Profitable Growth rank of 4 was down compared to the prior period’s 2nd rank. This is above average performance compared to 890 small Cons. Disc. companies worldwide.

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SAM Engineering & Equipment – World Class Benchmarking

By Become a Better Investor | Feb 6, 2020

SAM Engineering & Equipment (M) Berhad (SEQB MK): Profitable Growth rank of 3 was down compared to the prior period’s 1st rank. This is above average performance compared to 1,440 medium Industrials companies worldwide.

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First Sponsor Group – World Class Benchmarking

By Become a Better Investor | Feb 5, 2020

First Sponsor Group Limited (FSG SP): Profitable Growth rank of 3 was same compared to the prior period’s 3rd rank. This is above average performance compared to 340 medium Real Estate companies worldwide.

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