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Same, Same But Different

By Become a Better Investor | Nov 10, 2017
Top 5 of the Week of November 6- Become a #betterinvestor

In our Top 5 this week, we discuss the future of active management, compare the same side of two coins, and examine the intangible nature of risk. All this and more…

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How to Read the World Class Benchmarking Triangle (5 of 5)

By A. Stotz Investment Research | Nov 10, 2017

How to Become Financially World Class, Part 5: Results at the top of the triangle are explained by the two items below. Profitable Growth is explained by the company’s rank against global peers on six different measures in total.

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How to Compare (4 of 5)

By A. Stotz Investment Research | Nov 9, 2017

How to Become Financially World Class, Part 4: Compare to your nearest competitor? To other competitors in your country? To other companies in your region? To assure you are truly Financially World Class compare to global peers.

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Why Profitable Growth Matters (3 of 5)

By A. Stotz Investment Research | Nov 8, 2017

How to Become Financially World Class, Part 3: Why does Profitable Growth matter? We did a study to find out! High “Profitable Growth” companies generated 10X market return over the past 20 years.

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Competing Forces: Profitability and Growth (2 of 5)

By A. Stotz Investment Research | Nov 7, 2017

How to Become Financially World Class, Part 2: What’s most important for a business, high profitability or fast growth? Extremely high Profitability reduces growth. Extremely high Growth reduces profitability.

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World Class Benchmarking Is Simple, Focused, and Team Building (1 of 5)

By A. Stotz Investment Research | Nov 6, 2017

How to Become Financially World Class, Part 1: There are three core barriers to becoming Financially World Class. World Class Benchmarking was designed to overcome these barriers and take the finances of your company from complicated to simple, from scattered to focused, and from individual to team.

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The Gray Area of Stock Market Exposure

By Become a Better Investor | Nov 3, 2017
Top 5 of the Week of October 30 - Become a #betterinvestor

In our Top 5 this week, we consider risk, return, and time, look at reducing our stock market exposure, and why active managers should be more inactive. All this and more…

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Hong Kong Has Strong Momentum but Overall Unattractive

By Become a Better Investor | Nov 2, 2017

Overall, Hong Kong is the second least attractive in Asia. EPS saw a slight recovery in 2016, but for 2017-2018CE* EPS growth is below the Asian average.

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Thailand Appears Third Most Attractive in Asia

By Become a Better Investor | Nov 1, 2017

GDP growth in Thailand is moderate, driven by investments and private consumption. Analysts’ expect 2017-2019 EPS growth to be below the Asia ex Japan benchmark, however, dividend yield is expected to stay above Asia ex Japan.

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Indian GDP Growth Beat the Philippines by a Whisker

By Become a Better Investor | Oct 31, 2017

GDP in India still grow the fastest in Asia, beat the Philippines by a whisker. Consensus estimates have India as most expensive in Asia on price-to-book, but India also had the second highest return on equity in the past 12 months.

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