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Learning that drives better investment decisions

It’s Okay to Disagree with Warren Buffett

By Become a Better Investor | Jun 16, 2017
Top 5 of the Week of June 12 - Become a #betterinvestor

In our Top 5 this week, we examine Peter Cathcart Wason’s confirmation bias research, discuss the effect of ETFs on stocks, and learn a lesson from John Maynard Keynes. All this and more…

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The Philippines: Solid Fundamentals but Still Expensive

By Become a Better Investor | Jun 15, 2017

Overall, The Philippines is moderately attractive in Asia considering all our four elements: Fundamentals, Valuation, Momentum, and Risk. It remains expensive on a PE basis, especially considering the relatively slow EPS growth

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Double-Digit Growth

By Andrew Stotz | Jun 14, 2017

Double-Digit Growth by Michael Treacy: Growth initiates a virtuous circle, it leads to more growth. Faster growth attracts the attention of stock market investors, who will pay more for the stock.

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China: Attractive Due to Good Price Momentum, Low Beta

By Become a Better Investor | Jun 13, 2017

Overall, China is experiencing fast GDP growth with all pillars contributing to GDP growth, and private consumption contributing the most. China has good price momentum and high expected EPS growth.

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Thailand: Moderately Attractive Due to Poor Momentum

By Become a Better Investor | Jun 12, 2017

Overall, Thailand has moderate GDP growth with an economy mainly driven by private consumption. Overall, Thailand is moderately attractive considering all our four elements: Fundamentals, Valuation, Momentum, and Risk.

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The Right Market Crash? Rare as Rocking Horse S***

By Become a Better Investor | Jun 9, 2017
Top 5 of the Week of June 5 - Become a #betterinvestor

In our Top 5 this week, we examine why waiting for market crashes is a bad idea, look at constructing investment traps, and discover when ‘less is more’ in investing. All this and more…

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How to Value Any Company in the World for CFA Hong Kong

By Become a Better Investor | Jun 8, 2017

Pictures from How to Value Any Company in the World for CFA Hong Kong on 8 June 2017.

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What Are the Top Ten Stock Markets in the World?

By Andrew Stotz | Jun 8, 2017
What Are the Top Ten Stock #Markets in the World? | #ChartOfTheDay

Chart of the Day: 47,383 stock exchange-listed companies in the world; 32,962 in top 10 countries. India, China, and Korea are the emerging countries that contribute the most.

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How Many Companies Are Listed on Stock Exchanges around the World?

By Andrew Stotz | Jun 7, 2017

Chart of the Day: There are 47 major stock exchanges in the world. Seven are in the Americas, 14 are in Asia Pacific, 26 are in Europe, Middle East, & Africa.

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Debt in Asia Is Low, Thailand’s Strong ROE Mainly Due to Higher Leverage

By Andrew Stotz | Jun 6, 2017
#Debt in Asia Is Low, Thailand's Strong ROE Mainly Due to Higher Leverage

Chart of the Day: Asia maintains relatively low debt levels. Thailand has high ROE within Asia, partially supported by relatively high debt.

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