Skip to content
Learning that drives better investment decisions

China and Taiwan Led 9M20 and ASEAN Lagged

By Andrew Stotz | Oct 12, 2020

Chart of the Day: China, Taiwan, and Korea were the only markets with positive returns in 9M20. With the exception of Malaysia, ASEAN markets were down 20%+.

Read More

Beijing SuperMap Software – World Class Benchmarking

By Become a Better Investor | Oct 9, 2020

Beijing SuperMap Software Company Limited (300036 SZ): Profitable Growth rank of 3 was same compared to the prior period’s 3rd rank. This is above average performance compared to 1,030 medium Info Tech companies worldwide.

Read More

How High Can the Gold Price Go?

By Andrew Stotz | Oct 8, 2020

As gold surpassed US$2,000/oz t recently, many raised their 12-mth gold targets to US$2,100-3,000. Some gold bugs are talking about US$5,000-25,000/oz t.

Read More

Business DNA: From Starbucks, McDonald’s, and 7-Eleven to Real Estate

By Andrew Stotz | Oct 7, 2020

At the age of 12, Thanakorn Thanawarith lost his father to cancer. He had to sacrifice his education so his older brother could go to school, and he also helped his mother sell noodles and help her support the family. In 2013, All Inspire Development Public Company Limited was established.

Read More

Business DNA: Debt Collection Business Built on Buddhist Principles

By Andrew Stotz | Oct 7, 2020

Suksan Yasasin’s father passed away when he was only two years old. He was not happy living with his stepfather and ran away from home after joining the vocational school. In 1997, he laid the foundation for Chayo Group Public Company Limited.

Read More

Karex – World Class Benchmarking

By Become a Better Investor | Oct 6, 2020

Karex Berhad (KAREX MK): Profitable Growth rank of 8 was down compared to the prior period’s 7th rank. This is below average performance compared to 300 small Cons. Staples companies worldwide.

Read More

A. Stotz All Weather Strategy – September 2020

By A. Stotz Investment Research | Oct 5, 2020

All Weather Strategy: The All Weather Strategy outperformed as World equity fell in September. It appears there could be a second lockdown on the way in Europe, first out is the UK. We continue to focus on downside protection with 15% short-term gov’t bonds and 30% gold.

Read More

Poh Kong Holdings – World Class Benchmarking

By Become a Better Investor | Oct 2, 2020

Poh Kong Holdings Berhad (PKH MK): Profitable Growth rank of 5 was up compared to the prior period’s 6th rank. This is average performance compared to 1,180 medium Cons. Disc. companies worldwide.

Read More

Summary of the Fed’s Moves to Avert a Collapse

By Andrew Stotz | Oct 1, 2020

We take a look at the Fed’s potential moves to avoid a collapse in the US and discuss what the implications of these moves could be.

Read More

Wooridul Pharmaceutical – World Class Benchmarking

By Become a Better Investor | Sep 30, 2020

Wooridul Pharmaceutical Limited (004720 KS): Profitable Growth rank of 5 was same compared to the prior period’s 5th rank. This is average performance compared to 590 small Health Care companies worldwide.

Read More