Heineken Malaysia Berhad (HEIM MK): Profitable Growth rank of 1 was same compared to the prior period’s 1st rank. This is World Class performance compared to 420 medium Cons. Staples companies worldwide.
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After You Public Company Limited (AU TB): Profitable Growth rank of 3 was down compared to the prior period’s 2nd rank. This is above average performance compared to 700 small Cons. Disc. companies worldwide.
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Vallourec SA (VK FP): Profitable Growth rank of 2 was up compared to the prior period’s 4th rank. This is World Class performance compared to 340 large Energy companies worldwide.
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King Slide Works Company Limited (2059 TT): Profitable Growth rank of 1 was up compared to the prior period’s 2nd rank. This is World Class performance compared to 700 medium Info Tech companies worldwide.
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The world is better. Concentrated S&P 500 performance. US$ is massively overvalued. EU regulates. Keep investing simple.
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Before you start solving a problem, you need to know what, precisely, you’re trying to solve. In this episode, John Dues and Andrew Stotz talk about how to figure out the problem on which you will focus your team’s efforts.
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Taiwan, Singapore, China, Malaysia, India and Philippines were the only markets with a positive return in 2024. Taiwan was the strongest performer in USD and local terms.
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In December 2024, we published 3 new episodes of the My Worst Investment Ever podcast. Listen to all of them here.
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Bangkok Dusit Medical Services Public Company Limited (BDMS TB): Profitable Growth rank of 2 was up compared to the prior period’s 3rd rank. This is World Class performance compared to 360 large Health Care companies worldwide.
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Games Workshop Group PLC (GAW LN): Profitable Growth rank of 1 was same compared to the prior period’s 1st rank. This is World Class performance compared to 830 medium Cons. Disc. companies worldwide.
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