Skip to content
Learning that drives better investment decisions

BaNANA and Apple, but Com7 Doesn’t Run Fruit Stores

By Become a Better Investor | Jul 5, 2018

Com7 Public Company Limited engages in retail of IT products through the own brand, BaNANA, as well as official retail stores for Samsung, Oppo, and other major brands. In the past 12 months, COM7 ranked in the top 20% on Profitable Growth among 1,280 large Consumer Discretionary companies worldwide.

Read More

Coway Is Present in 18% of All Korean Households

By Become a Better Investor | Jul 4, 2018

Coway Company Limited produces and sells water purifiers and related products such as air purifiers with presence in 18% of Korean households. Since 2014, Coway has ranked in the top 128 out of 1,280 large Consumer Discretionary companies worldwide.

Read More

VMC: One of the Biggest Influences on Your CFA Score: Personality

By Andrew Stotz | Jul 3, 2018
#ValuationMasterClass

While becoming a CFA Charterholder is a fantastic honor, before you commit to spending all of your free time on studying, make sure that you have the determination to succeed.

Read More

Korea Still Appears Most Attractive in Asia, Followed by China and Thailand

By Become a Better Investor | Jul 2, 2018
#Korea still appears most attractive in Asia, followed by #China and #Thailand | #ChartOfTheDay

Chart of the Day: Korea tops the list driven by strong earnings momentum and cheap valuation. No. 2 China, has strong price momentum. Thailand is driven by solid fundamentals and low price volatility.

Read More

Sky-High Valuations

By Become a Better Investor | Jun 29, 2018
Top 5 of the Week of May 28 - Become a #betterinvestor

In our Top 5 this week, we dive into one of Warren Buffett’s famous sayings, look when volatility is good, and examine why future factor investing will look different. All this and more…

Read More

Taiwanese Gigabyte Technology Is Gaining from Cryptocurrency Mining

By Become a Better Investor | Jun 28, 2018

Gigabyte Technology Company Limited engages in design and manufacture of motherboards, graphics cards, desktop PCs, laptops, smartphones as well as other computing products. Profitable Growth has improved notably to #2 from #5 in the past 12 months, which is in the top 138 out of 690 large Info Tech companies worldwide.

Read More

Dividends Contributed Half the Return in Taiwan Since 2000

By Andrew Stotz | Jun 27, 2018

Chart of the Day: Dividend yield has consistently contributed to return in Taiwan. US$100 invested at year-end 2000 would have grown to US$314 and dividends contributed 50% of that gain.

Read More

VMC: Mistake #2: Underestimating Expenses Causing Unrealistic Profit Forecasts

By Andrew Stotz | Jun 26, 2018
#ValuationMasterClass

For additional growth, a company needs to invest more than just maintenance Capex. While growth Capex has much more volatility, it is essentially the key to the future success of a company. Discover how to avoid confusing the two here.

Read More

Persistently Great Profitable Growth at the President of 7-Eleven in Taiwan

By Become a Better Investor | Jun 25, 2018

President Chain Store Corporation is part of Uni-President Group (1216 TT) and operates 7-Eleven in Taiwan, China, and the Philippines. Since 2017, the company has ranked in the top 61 out of 610 large Consumer Staples companies worldwide.

Read More

Different Types of Market Hecklers

By Become a Better Investor | Jun 22, 2018
Top 5 of the Week of June 18 - Become a #betterinvestor

In our Top 5 this week, we examine the futility of stock picking through chart analysis, discuss ‘proof of concept’, and see when buying and holding is hazardous. All this and more…

Read More