Skip to content
Learning that drives better investment decisions

Porter’s Five Forces That Shape Business Strategy

By Andrew Stotz | May 29, 2017

Michael E. Porter’s five forces analysis is a framework for understanding the degree of competition in an industry. Strong forces drive down industry profitability.
The five forces model acknowledges that a company operates in a system of suppliers, customers, and existing competitors.

Read More

Just Stay Out of the Water

By Become a Better Investor | May 26, 2017
Top 5 of the Week of May 22 - Become a #betterinvestor

In our Top 5 this week, we discuss how to avoid major company scandals, discover why you should say “No” to angel investing, and examine the ‘illusion of wealth’. All this and more…

Read More

Can Change in Asset Turnover Predict Future Return?

By A. Stotz Investment Research | May 25, 2017

In this Academic-Style Research we tested a fundamental factor, change in asset turnover, on a global universe of stocks. Asset turnover is a measure of efficiency, the ratio analyzes how efficient a company is in the use of its assets.

Read More

Porter’s Three Types of Business Strategies

By Andrew Stotz | May 24, 2017

Strategy is about how a company picks which activities it engages in. It is also about how and where management decides to engage in those activities. Success is when that strategy generates a sustainable, above industry average profit.

Read More

How to Make Your Company Financially World Class at Sasin

By Become a Better Investor | May 23, 2017

Pictures from How to Make Your Company Financially World Class at Sasin Graduate Institute of Business Administration of Chulalongkorn University in Bangkok, Thailand on 23 May 2017.

Read More

Indonesia and India Continue to Be High Interest Rate Countries

By Andrew Stotz | May 23, 2017
#Indonesia and #India Continue to Be High Interest Rate Countries

Chart of the Day: Indonesia and India continue to be high interest rate countries. Japan, Taiwan, and Hong Kong all maintain very low rates. At 3.5%, China has room to raise rates to slow bubbles.

Read More

Thai Govt Bond Rate Rose to 3%, Moving in Step with Asia

By Andrew Stotz | May 22, 2017
Thai Govt #Bond Rate Rose to 3%, Moving in Step with Asia

Chart of the Day: US 10yr govt bond rate fell from 5% to 2% and has remained there since 2011. Thailand broke from Asia in 2014 and moved rates close to the US.

Read More

Don’t Be an Ostrich Investor

By Become a Better Investor | May 19, 2017
Top 5 of the Week of May 15 - Become a #betterinvestor

In our Top 5 this week, we examine high market expectations, what’s happening in European stocks, and our current choices in today’s market. All this and more…

Read More

The Illusion of Overconfidence | Overconfidence

By Alexander Wetterling | May 18, 2017

Have you ever met that guy who always has the answer for everything and is certain about being right? Did you know that 93% of Americans are above-average drivers? Either way, you should read this post.

Read More

Warren Buffett Knows How to Deal with Painful Losses | Loss Aversion

By Alexander Wetterling | May 17, 2017

Remember that stock which you bought that went down by 30%, and you didn’t sell? If you are absolutely convinced that a stock will do well, but then the price falls by 30%, it’s easy to think: “It’s on sale! I’ll invest more” to avoid or delay the loss.

Read More