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Learning that drives better investment decisions

A. Stotz All Weather Strategy – May 2020

By A. Stotz Investment Research | Jun 4, 2020

All Weather Strategy: The All Weather Strategy has underperformed World equity, due to the forceful rebound in stocks. We move away from our ultra-conservative equity target allocation but remain cautious and focus on downside protection.

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VMC: Careers in Finance with Voragorn Sinlapamongkolkun

By Andrew Stotz | Jun 3, 2020

Careers in Finance: Take care of your stakeholders in the industry as a whole, not only in your organization. You have to look forward and try to learn a new thing. If you don’t change yourself something new will change you.

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Fraser & Neave Holdings – World Class Benchmarking

By Become a Better Investor | Jun 2, 2020

Fraser & Neave Holdings Berhad (FNH MK): Profitable Growth rank of 2 was same compared to the prior period’s 2nd rank. This is World Class performance compared to 570 large Cons. Staples companies worldwide.

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VMC: Review the Concept of WACC

By Become a Better Investor | Jun 1, 2020

Valuation Master Class Student Essay: Weight average cost of capital (WACC) is a calculation of a firm’s cost of capital which includes all sources of capital such as common stocks, preferred stocks, and bonds.

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Active and Passive Funds in Thailand

By Become a Better Investor | May 29, 2020

We look at 277 Thai equity mutual funds of which 90% are active and only 10% are passive. 78% of active funds have an R-squared >85%, hence, it appears those funds are closet-indexers.

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Advanced Info Service – World Class Benchmarking

By Become a Better Investor | May 28, 2020

Advanced Info Service Public Company Limited (ADVANC TB): Profitable Growth rank of 1 was up compared to the prior period’s 2nd rank. This is World Class performance compared to 120 large Telecom companies worldwide.

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VMC: Careers in Finance with Pornphen Chuleeprasert

By Andrew Stotz | May 27, 2020

Careers in Finance: As a fund manager, always look at the whole picture first before investing in stocks. Before you invest, you have to make sure that your decisions and investment process is correct so that you can make high returns for your investors.

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Gunkul Engineering – World Class Benchmarking

By Become a Better Investor | May 26, 2020

Gunkul Engineering Public Company Limited (GUNKUL TB): Profitable Growth rank of 4 was up compared to the prior period’s 5th rank. This is above average performance compared to 1,350 medium Industrials companies worldwide.

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Axiata Group – World Class Benchmarking

By Become a Better Investor | May 25, 2020

Axiata Group Berhad (AXIATA MK): Profitable Growth rank of 3 was up compared to the prior period’s 10th rank. This is above average performance compared to 120 large Telecom companies worldwide.

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Taiwan Mobile – World Class Benchmarking

By Become a Better Investor | May 22, 2020

Taiwan Mobile Company Limited (3045 TT): Profitable Growth rank of 2 was same compared to the prior period’s 2nd rank. This is World Class performance compared to 120 large Telecom companies worldwide.

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