Skip to content
Learning that drives better investment decisions

Taiwan: Attractive Valuation but Poor Momentum

By Become a Better Investor | Jun 20, 2017

Overall, Taiwan is experiencing slow GDP growth. Earnings growth has been poor, but on the positive side Taiwan has the highest dividend yield in Asia.

Read More

You Say Valeant Pharmaceuticals Share Is Still Worth US$200? | Anchoring

By Alexander Wetterling | Jun 19, 2017

What would be the reason for someone to think that a Valeant Pharmaceuticals share is still worth US$200? There may be many reasons for sure, but one of them is bound to be that the investor first bought the share at US$200 and, therefore, has anchored themselves to that price as the share’s value.

Read More

How to Start Building Your Wealth in the Stock Market for CFA in Shenzhen

By Become a Better Investor | Jun 17, 2017

Pictures from How to Start Building Your Wealth in the Stock Market for CFA in Shenzhen, China on 17 June 2017.

Read More

FVMR Investing – Quantamental Investing Across the World for CFA in Guangzhou

By Become a Better Investor | Jun 16, 2017

Pictures from FVMR Investing – Quantamental Investing Across the World for CFA Indonesia in Guangzhou, China on 16 June 2017.

Read More

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…

Read More

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

Read More

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.

Read More

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.

Read More

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.

Read More

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…

Read More