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Learning that drives better investment decisions

Makalot Makes Apparel for Well-Known American Brands

By Become a Better Investor | Dec 31, 2018

Makalot Industrial Company Limited manufactures ready-to-wear apparel. Major clients include GAP, Fast Retailing, Kohl’s, Target, and Walmart. Profitable Growth has shown great ranks over the years.

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The Math of Diversification

By Become a Better Investor | Dec 28, 2018
Top 5 of the Week of December 24 - Become a #betterinvestor

In our Top 5 this week, we examine risk-free interest rates, look at micro and small caps’ factor investing, and reflect on the only benchmark that’s important. All this and more…

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Great Growth at Gunkul Engineering

By Become a Better Investor | Dec 27, 2018

Gunkul Engineering Public Company Limited engages in the manufacture of hardware and accessories products used in electrical transmission and distribution. In the past 12 months, GUNKUL ranked among the top 600 out of 1,500 medium-sized Industrials companies worldwide.

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VGI’s Acquisitions to Support New Media Solutions

By Become a Better Investor | Dec 26, 2018

VGI Global Media Public Company Limited provides advertising solutions, much of which is in the Bangkok sky-train system operated by its parent BTS Group. Profitable Growth was excellent in FY2015-FY2018, however, in the past 12 months, the rank had fallen to #4.

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VMC: Increase Your Productivity in Valuation

By Andrew Stotz | Dec 25, 2018
#ValuationMasterClass

What a crash! From the number one position at the number one foreign broker to unemployed, all due to a lack of efficiency. I eventually joined another firm at my prior position as a bank analyst. It was the best move I ever made.

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High Profit Margin at CK Infrastructure

By Become a Better Investor | Dec 24, 2018

CK Infrastructure Limited is a Hong Kong-based infrastructure holding company within the CK Hutchison Group (1 HK). The CEO is Victor Li, the eldest son of Li Ka Shing, Hong Kong’s wealthiest billionaire businessman. Profit margin has consistently been top-ranked.

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Building the Right “Regret Minimization Framework”

By Become a Better Investor | Dec 21, 2018
Top 5 of the Week of December 21 - Become a #betterinvestor

In our Top 5 this week, we consider the difference between great and good, discuss investors’ biggest flaws, and examine the “Regret Minimization Framework.” All this and more…

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Kossan Is a Highly Efficient Rubber Glove Producer

By Become a Better Investor | Dec 20, 2018

Kossan Rubber Industries Berhad engages in the manufacture and sale of rubber products under four segments: Technical Rubber, Gloves, Cleanroom and Others. In the past 12 months, KRI ranked among the top 176 out of 440 medium-sized Health Care companies worldwide.

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Great Earnings Growth at CK Power

By Become a Better Investor | Dec 19, 2018

CK Power Public Company Limited is the first power development and distribution company to be listed in Thailand and about 61% of its total installed capacity of 425 MW comes from its stake in a hydroelectric power generation plant in Laos. Profitable Growth was terrible in 2015 and 2016 but has improved to #1.

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VMC: Gain Confidence in Forecasting and Valuation

By Andrew Stotz | Dec 18, 2018
#ValuationMasterClass

I said, “you are right, I will fix that tonight, but that mistake does not change my buy argument for that stock and the sector overall.” My confidence allowed me to stop his argument and get back to my message.

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