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Learning that drives better investment decisions

Launch of New Ultra-Efficient Plant in Indonesia

By Become a Better Investor | Mar 28, 2018

Polyplex (Thailand) Public Company Limited is part of the Polyplex group and produces polyester film, which is mainly used in the food industry for packagings, The Polyplex group is ranked fifth in the world by annual production volume. Profitable Growth has gradually improved from among the worst in 2014.

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VMC: Introducing the Valuation Master Class

By Andrew Stotz | Mar 27, 2018
#ValuationMasterClass

When it comes to making crucial business and financial decisions, the savvy financial analyst wants the right tools on hand for performing equity valuations. Discover how the Valuation Master Class can work for you!

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Transporting Commodities with a Fleet of 36 Precious Ships

By Become a Better Investor | Mar 26, 2018

Precious Shipping Public Company Limited (PSL) is a dry bulk ship-owner. The main service provided by PSL is ship chartering for commodity freights using its fleet of 36 ships. Profitable Growth has ranked among the worst since 2014.

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Free Live Event with Andrew Stotz in Bangkok Week of 26 March 2018

By Become a Better Investor | Mar 23, 2018

Live Event: During the week of March 26, Andrew Stotz will have an event in Bangkok. The event is free to attend and we invite you to join us!

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Active Funds: Are They Bacon Savers?

By Become a Better Investor | Mar 23, 2018
Top 5 of the Week of March 19 - Become a #betterinvestor

In our Top 5 this week, we ask if factors are better than asset classes, discuss collectibles as investments, and see if active stock funds will “save your bacon.” All this and more…

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It’s Not All about Facebook and Instagram Ads Nowadays

By Become a Better Investor | Mar 22, 2018

Master Ad Public Company Limited produces and provides outdoor advertising media services throughout Thailand, and has a 35% share of the local market. Profitable Growth has been stable in the top 3 and ranked at #2 in the past 12 months.

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Growth at Banpu Has Been Driven by Improving Net Margin

By Become a Better Investor | Mar 21, 2018

Banpu Public Company Limited operates coal-related businesses ranging from exploration and development to production of coal. Its coal reserves are in Indonesia, China, and Australia. BANPU’s presence in Indonesia is through its 65%-owned subsidiary PT Indo Tambangraya Megah Tbk (ITMG IJ).

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Cyclical Companies Are 29% of the Thai Market

By Andrew Stotz | Mar 20, 2018
Cyclical companies are 29% of the #Thai #market | #ChartOfTheDay

Chart of the Day: The Thai market is heavy in Materials and Energy, the sectors account for 29% of the total market cap. India, China, and Indonesia are heavier in these two sectors relative to Asia ex Japan as well.

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Thailand Has a Slow Rise from a Deflationary Period

By Andrew Stotz | Mar 19, 2018
#Thailand has a slow rise from a deflationary period | #ChartOfTheDay

Chart of the Day: 2014-2016 was a deflationary time in Thailand. Inflation has been much lower in Thailand than the world and Asia over the last few years. Hardly rising.

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Getting Your Head Around Second-Level Thinking

By Become a Better Investor | Mar 16, 2018
Top 5 of the Week of March 12 - Become a #betterinvestor

In our Top 5 this week, we look at what to own over the next decade, wrap our heads around second-level thinking, and reveal how to ride out bear markets. All this and more…

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