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Learning that drives better investment decisions

When Investing, a Smoother Ride Is Preferred

By Andrew Stotz | Aug 8, 2017

Chart of the Day: Two stocks returned the same, more than 300% in 3.5 years. The stocks had very different paths, but they both ended up yielding the same price return. Which stock would you prefer to have held?

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From Hot Pot to Hot Stock

By Become a Better Investor | Aug 7, 2017

MK Restaurant Group Public Company Limited is a Thailand-based restaurant chain company. It franchises MK Suki (Japanese-style hot pot) restaurants in Japan, Vietnam, Indonesia and Singapore. MK outlets account for 80% of revenues and Yayoi restaurants account for 18% of revenues.

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It’s all a Big Confidence Trick

By Become a Better Investor | Aug 4, 2017
Top 5 of the Week of July 31 - Become a #betterinvestor

In our Top 5 this week, we look at how to avoid overpriced winners, discover the confidence trick the fund industry is playing, and explore Fundamental Investing. All this and more…

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Thai Electronics Manufacturer Ready to Become Global Player

By Become a Better Investor | Aug 3, 2017

Delta Electronics Public Company Limited is a Thai-based manufacturer and exporter of electronic components and power supplies. Profitable Growth has been in the green since 2013 but fell slightly to #2 from #1 in 2016.

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Thai Veggie Processor Gives Green Light to Growth Mode

By Become a Better Investor | Aug 2, 2017

Agripure Holdings Public Company Limited is a Thai producer of sweet corn and other processed, vacuum-packed, canned and fresh vegetables. All of its vegetables are grown and processed locally at its owned or contracted farms, but most of its output is sold and marketed overseas under the brands, Tastee and River Kwai.

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Founder Leads Thai Auto Parts Manufacturer to Growth Strategy

By Become a Better Investor | Aug 1, 2017

AAPICO Hitech Public Company Limited was established in 1996 to design, produce and install assembly jigs, especially for automotive manufacturing. Founder & CEO Yeap Swee Chuan has presided over the company since 1996.

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Asia Has the Highest Number of Equity Funds but the Lowest Amount of AUM

By Andrew Stotz | Jul 31, 2017
Asia has the highest number of #equityfunds but the lowest amount of AUM

Chart of the Day: Asia has the highest number of equity funds but the lowest amount of assets under management. The number of funds and total assets seem to be inversely correlated.

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It’s all about Momentum, Baby

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

In our Top 5 this week, we review lessons following the Great Financial Crisis, examine easy money decisions, and look at assessing fund manager performance. All this and more…

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Most of Global Assets Are Allocated to Equity Funds

By Andrew Stotz | Jul 27, 2017
Most of global assets are allocated to #equity funds

Chart of the Day: Most assets in the world are allocated to equity funds. Bonds and other asset classes together have a similar allocation at around US$9tn. The money market has the smallest asset allocation.

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Cash Holdings across Sectors from 1994 to 2016

By Andrew Stotz | Jul 26, 2017
#Cash Holdings across Sectors from 1994 to 2016

Chart of the Day: Looked at on average 14,000 companies around the world. Real Estate and Info Tech had the highest cash-to-sales, Energy and Consumer Staples the lowest.

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