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Learning that drives better investment decisions

Hotel Shilla Has Found Growth in Duty-Free Shops

By Become a Better Investor | Aug 8, 2018

Hotel Shilla Company Limited is a Korean firm that started in the hotel business in 1979 and later expanded into duty-free shops. Profitability has been poor since 2015 but Growth jumped to #1 from #8 in the past 12 months.

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VMC: Mistake #5 – Forecasting Drastic Changes in the Cash Conversion Cycle

By Andrew Stotz | Aug 7, 2018
#ValuationMasterClass

It’s important to remember that huge year-to-year changes only happen in truly exceptional valuation cases. Significant changes in product mix or the introduction of new products can occasionally cause such huge annual changes. But, generally, annual forecasts should not deviate substantially from the historical numbers.

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Inari Amertron Has Shown Outstanding Profitable Growth

By Become a Better Investor | Aug 6, 2018

Inari Amertron Berhad is Malaysia’s biggest semiconductor company by revenue. The company has been outstanding on Profitable Growth and ranked in the top 10% among 1,120 medium-sized Information Technology companies worldwide.

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Effort ≠ Returns

By Become a Better Investor | Aug 3, 2018
Top 5 of the Week of July 30 - Become a #betterinvestor

In our Top 5 this week, we examine the Dow’s recent 7th longest streak in history, walk through the evolution of investing, and break down the “work ethic” fallacy. All this and more…

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Fine Profitable Growth at LOTTE Fine Chemical

By Become a Better Investor | Aug 2, 2018

LOTTE Fine Chemical Company Limited is a Korea-based supplier of fine chemicals, general chemicals, and electronic materials. In the past 12 months, LOTTE Fine Chemical ranked among the top 249 out of 830 large Materials companies worldwide.

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Profitable Growth Has Recovered at Wynn Macau

By Become a Better Investor | Aug 1, 2018

Wynn Macau Limited is ranked as the second-largest gaming company in Macau by casino revenue, and no. 1 in terms of exposure to VIPs. Profitable Growth returned to the green in the past 12 months.

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VMC: 3 Effective Methods for Valuing a Business

By Andrew Stotz | Jul 31, 2018
#ValuationMasterClass

Having a comprehensive value of your business is useful for helping you raise capital, whether through a business loan or investors, since it demonstrates you have a thorough understanding of the value of your business based on an all-embracing approach.

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Poor Market Performance in the Philippines and Indonesia Continued in 1H18

By Andrew Stotz | Jul 30, 2018

Chart of the Day: Overall, Asian markets fell in 1H18. Taiwan was most resilient, the Philippines performed the worst. Most Asian markets also saw their currencies weakening against the US Dollar.

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Money Corrupts Even the Best Intentions

By Become a Better Investor | Jul 27, 2018
Top 5 of the Week of July 23 - Become a #betterinvestor

In our Top 5 this week, we see why keeping wealth is harder than earning it, study low-volatility in barbell strategies, and check out some basic financial principles. All this and more…

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Tianneng Produces Batteries to Support the Electric Vehicle Boom

By Become a Better Investor | Jul 26, 2018

Tianneng Power International Limited is a leading manufacturer of batteries and possesses the largest market share of lead-acid battery sales in China. Profitable Growth has shown a positive trend and climbed up the ranks in 2016.

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