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Learning that drives better investment decisions

Olam International Restructures Overly Diversified Business

By Become a Better Investor | Apr 26, 2018

Olam International Limited is a Singapore agri-business company majority owned by the Singapore government sovereign fund Temasek. It supplies some of the best-known global consumer brands including Nestle, Lavazza, Hersheys, PepsiCo, KraftHeinz, and Mars. 

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Nestlé Malaysia Delivers 100% ROE in Consumer Staples

By Become a Better Investor | Apr 25, 2018

Nestlé (Malaysia) Berhad is subsidiary of Nestlé S.A. (NESN SW), the world’s largest food manufacturer. The company provides a variety of foods and beverages and Profitable Growth has been excellent throughout the years, consistently ranked at #1 since 2013.

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VMC: My #1 Study Tip for the CFA Exams

By Andrew Stotz | Apr 24, 2018
#ValuationMasterClass

With this study tip, not only will you be able to improve your understanding of the comprehensive CFA material, but you’ll also be able to recall and apply it practically in the CFA exams.

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Indonesian Retailer with a Large Portfolio of Western Brands

By Become a Better Investor | Apr 23, 2018

PT Mitra Adiperkasa Tbk operates over 2,200 retail stores in 69 cities in Indonesia. Its license portfolio includes 150 brands and over 100 retail concepts. Profitable Growth has largely ranked below average.

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Improve the Lifespan and Health of Your Money

By Become a Better Investor | Apr 20, 2018
Top 5 of the Week of April 16 - Become a #betterinvestor

In our Top 5 this week, we look at how to boost returns to beat index funds, discover how to increase portfolio longevity, and explore the low-volatility paradox…

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Supplying Rubber Accelerators to the World’s Top Tire Makers

By Become a Better Investor | Apr 19, 2018

China Sunsine Chemical Holdings Limited is the top manufacturer of rubber accelerators and other chemicals used in rubber production. Profitable Growth has improved since 2013 and has maintained its excellent ranking at #1 in the past 12 months.

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Indonesian SOE Ramping up Gold and Nickel Production

By Become a Better Investor | Apr 18, 2018

PT Aneka Tambang Tbk is an Indonesian SOE engaged in mining, refining, and processing of metals including nickel ore, gold, silver, and bauxite. It is the largest nickel producer by capacity in the country, although precious metals account for nearly 2/3 of the group’s revenue.

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VMC: Equity Analysis: Art or Science?

By Andrew Stotz | Apr 17, 2018
#ValuationMasterClass

As a financial analyst, your job is to enable someone to share your vision of the future. To give them a glimpse into a world that does not yet exist. This is a difficult task, and it takes your entire career to learn to do this effectively.

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Philippines Appears Expensive and Relatively Unattractive

By Become a Better Investor | Apr 16, 2018

Overall, the Philippines appears relatively unattractive in Asia. But the Consumer Discretionary sector went up by 312% and Info Tech went up by 118% in the past 90 days. What happened?

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Risky Business? Or Risk Averse?

By Become a Better Investor | Apr 13, 2018
Top 5 of the Week of April 9 - Become a #betterinvestor

In our Top 5 this week, we analyze index turnover, reveal why financial trends persist, and remind ourselves of the positive aspects of risk aversion. All this and more…

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