Skip to content
Learning that drives better investment decisions

VMC: Mistake #3 – Growing Fixed Assets Slower than Revenue

By Andrew Stotz | Jul 10, 2018
#ValuationMasterClass

When forecasting, a good rule of thumb is that fixed asset growth should roughly match revenue. We know that investment and fixed assets are generally lumpy. Read more here on how to avoid the common valuation mistake #3 here…

Read More

China Oriental Group Is Backed by the World’s Top Steel Producer

By Become a Better Investor | Jul 9, 2018

China Oriental Group Company Limited is the largest non-government-owned fabricator and trader of steel products by volume in China. In the past 12 months, the company ranked in the top 83 out of 830 large Materials companies worldwide on Profitable Growth.

Read More

When to Rely on Heuristics

By Become a Better Investor | Jul 6, 2018
Top 5 of the Week of July 2 - Become a #betterinvestor

In our Top 5 this week, we look at when we shouldn’t dismiss heuristics, explain that there’s more to life than compounding money, and examine Vanguard’s active funds. All this and more…

Read More

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