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Learning that drives better investment decisions

What Makes Good Strategy, What Makes Bad Strategy

By Andrew Stotz | Jun 5, 2017

Good Strategy Bad Strategy: The Difference and Why it Matters by Richard P. Rumelt is a small book that you can read in a few hours. It’s clear and simple, real world, and honest.

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Earnings Estimate for Thailand Lowest in Five Years

By Become a Better Investor | Jun 5, 2017

Analysts have had positive recommendations on Thailand for 5 years now, and it’s currently a “buy” in Asia. Although, growth estimates are the lowest they’ve been in five years.

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The Rise of Math and Machines

By Become a Better Investor | Jun 2, 2017
Top 5 of the Week of May 29 - Become a #betterinvestor

In our Top 5 this week, we examine the New Gods of the stock market, discover the “perfect” investing conditions, and check out the crisis behind quantitative investing. All this and more…

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Andrew Stotz on Money Talk

By Become a Better Investor | Jun 2, 2017

Andrew Stotz was guest on Money Talk talking about his view on investing and his career in the financial industry. Hosted by legendary Dr. Paiboon.

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Become a Great Presenter and Increase Your Influence for CFA Japan

By Become a Better Investor | Jun 1, 2017

Pictures from Become a Great Presenter and Increase Your Influence for CFA Japan in Tokyo on 1 June 2017.

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Asian Companies Have Less Debt than the World, USA Companies are Highly Leveraged

By Andrew Stotz | Jun 1, 2017
Asian Companies Have Less #Debt than the World, USA Companies are Highly Leveraged

Chart of the Day: World level of net debt-to-equity is 56%, USA relatively high at 75%. Asia has lower risk at 42%. Philippines highest gearing in Asia at 113%, Taiwan lowest in Asia at 25%.

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Thailand Return on Assets Strongest in Health Care Sector

By Andrew Stotz | May 31, 2017
Thailand Return on Assets Strongest in #HealthCare Sector

Chart of the Day: Thailand’s 2016 return on assets a strong 5.2%. The best 2016 return on assets was in the Health Care sector, worst was Industrials sector.

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How to Make Your Company Financially World Class for University of Salzburg

By Become a Better Investor | May 30, 2017

Pictures from How to Make Your Company Financially World Class for University of Salzburg at Sasin Graduate Institute of Business Administration, Bangkok, Thailand on 30 May 2017.

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Global Return on Assets of 4% and Asia at 3%

By Andrew Stotz | May 30, 2017
Global Return on Assets of 4%, #Asia at 3%, #Thailand at 6%

Chart of the Day: Return on assets tells how much profit a company generates from the assets in place. Good for comparing companies in an industry. Disregards how the assets were financed.

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Korea & Indonesia Appear Most Attractive in Asia

By Andrew Stotz | May 29, 2017
Korea & Indonesia Appear Most Attractive in #Asia

Chart of the Day: Korea tops the list driven by cheap valuation, good price and fundamental momentum, and relatively low volatility. Indonesia has the highest ROE in Asia and moderately strong price momentum.

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