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Learning that drives better investment decisions

Confessions of a Crypto Lemming

By Andrew Stotz | Jan 28, 2019

My Worst Investment Ever: My worst investment was when I jumped on the crypto-currency bandwagon. Even though I made some money out of it, I would personally consider it to be the worst investment I have made so far.

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Don’t get Caught Up in the Madness

By Become a Better Investor | Jan 25, 2019
Top 5 of the Week of January 21 - Become a #betterinvestor

In our Top 5 this week, we examine retirement finance, ask if active alpha can cover taxes, and discuss the importance of market regimes. All this and more…

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High Cash Conversion Cycle Means Companies Are Vulnerable

By Become a Better Investor | Jan 24, 2019
Global: Cash conversion cycle shows vulnerability to a credit crunch and/or economic slowdown | #ChartOfTheDay

Chart of the Day: Looking at all non-financial companies globally, grouped by size. Cash conversion cycle (CCC) has risen for all companies following the GFC. The high CCC means that companies are more vulnerable to a credit crunch and/or economic slowdown.

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Investor Paid the High Cost of Inertia

By Andrew Stotz | Jan 23, 2019

My Worst Investment Ever: If something is great, and you use it and love it, and everyone loves it, maybe you should invest in it. I started using Amazon.com early on, say around 1998.

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Good Profit Margin at One of the Largest Oil Palm Players in Indonesia

By Become a Better Investor | Jan 22, 2019

PT Astra Agro Lestari Tbk is one of the largest oil palm players in Indonesia with an extensive operational experience spanning over more than 30 years. Profitable Growth has mainly ranked above average, and in the past 12 months, AALI ranked in the top half among 600 large Consumer Staples companies worldwide.

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Lotte Shopping Has Ranked the Worst Since 2017

By Become a Better Investor | Jan 21, 2019

Lotte Shopping Company Limited generates 91% of revenue in Korea, has expanded overseas to China, Vietnam, Indonesia, and Russia, and the main revenue of the company is contributed by Hypermarkets. Profitable Growth has ranked among the worst over the years.

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2019 Investing Resolutions

By Become a Better Investor | Jan 18, 2019
Top 5 of the Week of January 14 - Become a #betterinvestor

In our Top 5 this week, we reveal learned wisdom from the stock market last year, run through the 2018 Factor Olympics, and check out investing resolutions for 2019. All this and more…

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Good Growth at Korean Air Lines

By Become a Better Investor | Jan 17, 2019

Korean Air Lines Company Limited is the flagship carrier for South Korea and is the largest in the country based on fleet size and number of international destinations. Profitable Growth performance was among the worst until 2016.

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In Asia, China Is Least Correlated to the US Market

By Become a Better Investor | Jan 16, 2019

Chart of the Day: We’ve looked at the correlation with the US market during the two major crises. China has been uncorrelated, a possible explanation is the Chinese regulation not allowing foreign access to its stock markets.

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Debt Burden Is Heaviest for the Gov’t in the US—but Not in China

By Become a Better Investor | Jan 15, 2019
Debt burden is heaviest for the gov’t in the US, not corporates—opposite case in China

Chart of the Day: China and US have more or less the same level of debt to GDP. In China, corporates have the highest burden while in the US the heaviest burden lies on the government.

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