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Learning that drives better investment decisions

VMC: Fundamental vs. Technical Analysis for Investing

By Andrew Stotz | Aug 23, 2018
#ValuationMasterClass

Investors use a number of techniques to evaluate stocks before making a trade or long-term investment decision. The two core techniques used can broadly be divided into fundamental analysis and technical analysis.

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Unclear Management Succession at Supermax Corporation

By Become a Better Investor | Aug 22, 2018

Supermax Corporation Berhad is a Malaysian investment holding company focused on manufacturing and distribution of medical gloves. Since November 2017, there have been many changes in management and it’s currently unclear who is going to manage the company going forward.

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VMC: Mistake #6 – Underestimating Working Capital Investment

By Andrew Stotz | Aug 21, 2018
#ValuationMasterClass

When forecasting deviations from that trend, have a strong reason and tell the accompanying narrative accurately. There’s nothing wrong with forecasting a change or a difference from the past—just be able to back up your analysis. What a great opportunity to tell the story that you’re seeing!

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Chinese Tightening Supports Growth at Indah Kiat Pulp & Paper

By Become a Better Investor | Aug 20, 2018

PT Indah Kiat Pulp & Paper Tbk is the largest manufacturer of paper pulp, paper, and other paper-related products by sales in Indonesia and one of the largest in the world. Profitable Growth has shown a good trend since 2014.

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The Divisive Returns Gap

By Become a Better Investor | Aug 17, 2018
Top 5 of the Week of August 13 - Become a #betterinvestor

In our Top 5 this week, we look at what makes a great investor, discuss overestimation at the market bottom and the top, and dive into recent passive investing claims. All this and more…

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Excellent Profitable Growth at Indonesia’s Biggest Coal Mining Company

By Become a Better Investor | Aug 16, 2018

PT Tambang Batubara Bukit Asam (Persero) Tbk is the biggest coal mining company in Indonesia. Profitable Growth has consistently ranked in the top 10% which is among the top 33 out of 330 large Energy companies worldwide.

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Good Growth Trend at Indonesian Tech Retailer Erajaya Swasembada

By Become a Better Investor | Aug 15, 2018

Established in 1996, PT Erajaya Swasembada Tbk is an importer, distributor, and retailer of telecommunication devices. Growth has shown an improving trend and ranked at #5 in the past 12 months.

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VMC: The Motivation, Impact, and Pain of Share Buybacks

By Andrew Stotz | Aug 14, 2018
#ValuationMasterClass

A share buyback is when a publicly-listed company uses cash to purchase its shares ‘back’ from the market. Also called share repurchase, the concept gives existing shareholders an option of selling their personal stakes back to the company. The only other way a company can distribute cash in such a manner is through dividends.

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World-Class Profitability at Carlsberg Brewery Malaysia

By Become a Better Investor | Aug 13, 2018

Carlsberg Brewery Malaysia Berhad is 51%-owned by the Carlsberg Group and started production in Malaysia in 1972. The company has shown an excellent Profitable Growth and ranked at #1 for the whole time period.

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“A Battle as Old as Markets”

By Become a Better Investor | Aug 10, 2018
Top 5 of the Week of August 6 - Become a #betterinvestor

In our Top 5 this week, we look at the recent market inversion yield curve, examine the gold versus stocks battle, and learn how knowledge can be a dangerous thing. All this and more…

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