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Learning that drives better investment decisions

4 Investment Lessons: Diversify, Diversify, Diversify, and Diversify

By Andrew Stotz | Oct 17, 2016

Book review of The Four Pillars of Investing: This book ranks 6 out of 22 in my personal rank of investing books. When read this book it provided further support for investing index funds, something that is suitable for nearly every investor.

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Humility and the World’s Dumbest Idea

By Become a Better Investor | Oct 14, 2016
Top 5 of the Week October 10 - Become a #betterinvestor

In the Top 5 this week, look back at history and how Wall Street has changed in 50 years, examine the cost of pride, and discover the most overlooked successful investing trait. All this and more…

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Thailand Mourns Fallen King, Healing Will Take Some Time

By Andrew Stotz | Oct 13, 2016

His Majesty King Bhumibol Adulyadej (Rama IX) passed away at Siriraj Hospital in Bangkok today, 13 October 2016, at 3.52pm. Thailand is sailing into unchartered waters, considering that nearly everyone alive has only known one King and that his fiat power was immense, built up over years of devotion to the country.

We expect that the Thai stock market will be hurt in the near term, but will eventually stabilize.

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Emerging Markets Currently Offer More Bang for the Buck

By Become a Better Investor | Oct 13, 2016

Looking at ROE/PB, we then can see that Emerging Markets at 2016 7.4% ROE/PB are more attractive than Developed Markets at 5.7%. Even though Developed Markets have higher ROE, it’s less attractive on ROE/PB. Most ROE for the price-to-book you pay you’ll find in Emerging Europe where you get 13% ROE for every unit of PB.

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A Telecom in Tough Waters

By Become a Better Investor | Oct 12, 2016

PLDT Incorporated (TEL) provides Filipinos with telecommunications services, fiber-optic backbones, fixed-line and cellular networks operating in three business groups: fixed-line, wireless and others.

Profitable Growth has fallen to #7 from #3 over the last five years. TEL now only ranks better than 42 of 140 large Telecom companies.

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Family-Run Philippine Home Builder Remains Consistent

By Become a Better Investor | Oct 11, 2016

Manuel Paolo Villar has kept Profitable Growth at a stable ranking of #4 for the company.

Vista Land & Lifescapes Incorporated is a Philippine-based home builder and property developer. With more than 300,000 homes built and a land bank of over 2,400 hectares, 76% of which is in Mega Manila.

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Targeting Indonesian Infrastructure with Waskita Karya

By Become a Better Investor | Oct 10, 2016

As a general contractor, Waskita Karya both builds and operates toll roads. It is also the second largest Indonesian manufacturer by volume of precast concrete, which is mainly used in domestic toll road construction. Muhammad Choliq has been the President Director of WSKT since 2008, a period when the company’s profitable growth metric improved steadily.

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Uncharted Market Territory and Political Uncertainty

By Become a Better Investor | Oct 7, 2016
Top 5 of the Week October 3- Become a #betterinvestor

In this week’s Top 5, we examine the rising impact of big data and Artificial Intelligence for investors, learn how interest rates are taking us into uncharted market territory, and look at the real impact of presidential debates on the stock exchange. All this and more…

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Clothing the World with Shenzhou International Group

By Become a Better Investor | Oct 7, 2016

Shenzhou International Group Holdings Limited is the largest vertically integrated knitwear manufacturer in China, producing high-end apparel for brands such as Adidas, Puma, Uniqlo on an OEM basis.

Shenzhou’s Profitable Growth metric is the best in the world and has been for five years in a row.

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Business DNA: Private and Public Hospitals Are a Win-Win

By Andrew Stotz | Oct 6, 2016

Dr. Charoen Meensook co-founded Thainakarin Hospital in 1993. He helped the hospital survive the Asian financial crisis in 1997 by encouraging his employees to always do “their best and expect the results to follow.” And the hospital has come far since 1997…

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