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Learning that drives better investment decisions

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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Great Improvement at One of the Philippines’ Largest Power Producers

By Become a Better Investor | Jan 14, 2019

First Gen Corporation is one of the Philippines’ largest electricity generators. The company currently has a capacity of 3,490MW which accounts for 15% of the Philippines’ domestic output. In the past 12 months, FGEN ranked among the top 124 out of 310 large Utilities companies worldwide.

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Balance the Risk Equilibrium

By Become a Better Investor | Jan 11, 2019
Top 5 of the Week of January 7 - Become a #betterinvestor

In our Top 5 this week, we consider the problem with repetition, look at balancing clients’ risk tolerance levels, and examine the flaws in our perception of risk. All this and more…

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Peaking US Net Margin and the Hidden Effect of Fed’s Policy

By Become a Better Investor | Jan 10, 2019
US net margin has recorded its highest peak since 1990 | #ChartOfTheDay

Chart of the Day: US net margin has recorded its highest peak since 1990. While net margin has been on the rise, efficiency has fallen. Fed’s policy of low interest rates has led to malinvestments, reducing efficiency.

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