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Learning that drives better investment decisions

Developing Growth Despite the Downturn in Urban China

By Become a Better Investor | Nov 14, 2016

Chairman and CEO Sheng Jian Zhong founded Yanlord Land Group Limited in 1993 by establishing offices in both Shanghai and Nanjing. Yanlord’s development activities are concentrated in Shanghai and the Pearl River Delta.

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It’s Not the End of the World Just Yet

By Become a Better Investor | Nov 11, 2016
Top 5 of the Week November 7 - Become a #betterinvestor

This week we check out the global and market reaction to Donald Trump’s election as the next US president, the trending move from active to passive investing, and more…

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Coal Miner Sees Growth in Asia

By Become a Better Investor | Nov 10, 2016

PT Adaro Energy Tbk is one of the biggest coal producers in one of world’s top coal exporters—Indonesia. The company has started to improve on Profitable Growth which has been supported by increasing coal prices.

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Servicing the Thai Traveling Class

By Become a Better Investor | Nov 9, 2016

Asia Aviation (AAV) is the majority owner of low-cost airline Thai AirAsia Company Limited, AirAsia Berhad owns the other 45%. AAV has been a mixed bag when it comes to Profitable Growth.

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Dirt Cheap Stocks Are Too Risky

By A. Stotz Investment Research | Nov 8, 2016

We test if investing in only low price-to-book companies can generate outperformance. We tested our hypothesis over 10 years on about 10,000 stocks globally. It seems to work for dirt cheap stocks, but when we adjust for risk the results change.

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No-Nonsense Advice for Your Financial Future

By Andrew Stotz | Nov 7, 2016

The Investor’s Manifesto does a great job of explaining basic finance fundamentals. Bernstein writes no-nonsense advice for his reader’s financial future and drives his points home with precision and directness. For example his argument in favor of saving: “Save as much as you can, and do not stop saving until you die.”

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The Wisdom and Nonsense in Prediction Markets and Forecasting

By Become a Better Investor | Nov 4, 2016

In the Top 5 this week, discover the myth behind passive investing, the power of prediction markets and why you shouldn’t worry about the odds of another recession coming. All this and more…

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Investing Is Not Just Buying Highly Profitable Companies

By A. Stotz Investment Research | Nov 3, 2016

We test if return on assets alone can generate outperformance. We tested our hypothesis over 10 years on about 10,000 stocks globally and couldn’t find support for it. In fact, the results indicate something else.

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Business DNA: Legend of the Turnaround Master

By Andrew Stotz | Nov 2, 2016

Poe Lothongkam is a turnaround champ. Founding two restaurants while still in college before moving into venture cap at Sequoia Capital. Poe then went back to Thailand to take over and lead SVI to what it is today.

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Operating the World’s Largest Mobile Network

By Become a Better Investor | Nov 1, 2016

China Mobile is the #1 mobile operator in China, with 63% mobile subscribers and a 69% market share. Yue Li, 56, has been CEO since March 2003 and kept the company’s Profitable Growth rank above average.

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