Skip to content
Learning that drives better investment decisions

You Probably Didn’t Know It All Along | Hindsight Bias

By Alexander Wetterling | May 10, 2017

Have you ever met someone who stated, “I knew it all along”? Maybe someone who claimed to have known the crash was coming when the financial crisis in 2008 hit its worst. Then you should read this post!

Read More

Global Sectors: Massive Profitability in Health Care

By Become a Better Investor | May 9, 2017

The global ROE is about 13%. Massive profitability in Health Care at 20% ROE. Telecom has been hit the hardest in terms of price return. The highest volatility has been in Energy and Materials

Read More

Malaysia: A Market with Lower Volatility

By Become a Better Investor | May 8, 2017

Malaysia tends to be a bit expensive for low profitability and low growth, but the risk is also low. The highest ROE sector right now in Malaysia is the telecom sector, but it’s also expensive.

Read More

FVMR Investing – Quantamental Investing Across the World for CFA Indonesia

By Andrew Stotz | May 5, 2017

Pictures from FVMR Investing – Quantamental Investing Across the World for CFA Indonesia in Jakarta on 5 May 2017.

Read More

Is My Investing Strategy Broken?

By Become a Better Investor | May 5, 2017
Top 5 of the Week of May 1 - Become a #betterinvestor

In our Top 5 this week, we ask how to know when your investing strategy is broken, examine the TAIL strategy, and discover why ESG is becoming more mainstream. All this and more…

Read More

FVMR Investing – Quantamental Investing Across the World for CFA Singapore

By Become a Better Investor | May 4, 2017

Pictures from FVMR Investing – Quantamental Investing Across the World for CFA Singapore on 4 May 2017.

Read More

Thailand: Loved even with Low Expectations

By Become a Better Investor | May 3, 2017

This gives you an idea of what’s going on in Thailand. Basically, it’s about in line with the rest of the world, except that the EPS expectations for Thailand are half of the world’s expectations for 2017.

Read More

India: High Funding for Future Growth

By Become a Better Investor | May 2, 2017

India Equity FVMR Snapshot: You’re paying slightly higher than the world average price, but you’re getting steady earnings growth in return due to high gearing.

Read More

Ayala Land Inc. – Fan Request

By Become a Better Investor | May 1, 2017

Philippines on Demand: A fan requested to see the World Class Benchmarking of Cebu Air Inc., so here it is. Profitable Growth has been above average since 2014 at the Real Estate company Ayala Land Inc.

Read More

The Link between Price and Perceived Worth

By Become a Better Investor | Apr 28, 2017
Top 5 of the Week of April 24 - Become a #betterinvestor

In our Top 5 this week, we uncover the nature of risk, examine the best approach to benchmarking, and discover why we hate cheap things. All this and more…

Read More