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Learning that drives better investment decisions

Consistently Poor Profitable Growth at CP Foods

By Become a Better Investor | Dec 3, 2018

Charoen Pokphand Foods Public Company Limited is a Thailand-based company engaged in agro-industrial and integrated food businesses. Profitable Growth has been among the lowest of its peers, ranked at #9 in the past 12 months among 600 large Consumer Staples companies worldwide.

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Rates that Set Alarm Bells Ringing

By Become a Better Investor | Nov 30, 2018
Top 5 of the Week of November 26 - Become a #betterinvestor

In our Top 5 this week, we begin with a look at NFL finances, discuss the controversy behind the FIRE folks, and answer Gen Z’s questions about ETFs. All this and more…

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Become a Better Investor’s Top 5 Bloggers 2018

By Become a Better Investor | Nov 29, 2018
Become a Better #Investor’s Top 5 Bloggers 2018

The heavyweight champions of investment bloggers in 2018 are crowned. This post highlights their top investment wisdom takeaways which we’ve shared from their blogs this year. We base our ranking on 99 featured investment bloggers, 260 investment articles, and 807 bullet points.

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Become a Better Investor’s Top 5 Bloggers 2018 – Close Contenders

By Become a Better Investor | Nov 28, 2018
Become a Better #Investor's Close Contenders 2018

This post highlights some of the investment wisdom our Close Contenders shared on their blogs in 2018. We base our rank on 99 featured investment bloggers, 260 investment articles, and 807 bullet points.

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China Has Been Twice as Hard to Predict

By Become a Better Investor | Nov 27, 2018
| #ChartOfTheDay

Chart of the Day: Globally, analysts have on average been 22% wrong in their EPS forecasts. Chinese analysts have been more inaccurate on average at 40%. Most accurate were Chinese analysts in Health Care.

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Revenue Growth of All Listed Non-Financial Companies in the World

By Become a Better Investor | Nov 26, 2018
| #ChartOfTheDay

Chart of the Day: All business starts with revenue. We’ve looked at on average 12,621 non-financial companies. Over the past 23 years, revenue growth has averaged 6%.

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Investment Principles to Live By

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

In our Top 5 this week, we share the ultimate list of investment principles worth adhering to, consider the wide world of investing, and examine emerging markets. All this and more…

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How a ‘Good Company’ Can Still Mean a Bad Investment

By Andrew Stotz | Nov 22, 2018

My Worst Investment Ever: During my very early days as an equity investor, I invested in a high-quality coal miner that was the market’s darling at the time. It had survived the 2008 financial crisis unscathed and delivered stellar returns in a falling market.

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Past Betas Tend to Regress Towards 1.0x

By Become a Better Investor | Nov 21, 2018

Chart of the Day: Past betas tend to regress towards 1.00x. The beta you use for valuation is to infinity. To avoid mistake we use three betas: High risk: 1.25x, Average risk: 1.00x, low risk: 0.75x.

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Change in Net Working Capital Is Small, but Volatile

By Become a Better Investor | Nov 20, 2018

Chart of the Day: Changes in net working capital are volatile because that change results from five separate forecasts. Net working capital is a small but volatile investment item.

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