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Learning that drives better investment decisions

Complicated Simple Problems and Risk-Taking Consequences

By Become a Better Investor | Oct 21, 2016
Top 5 of the Week October 17 - Become a #betterinvestor

In the Top 5 this week, we examine the death of stock splits, discover the consequences of risk taking, and learn from stock market disasters. All this and more…

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Investment Parables – The Richest Man in Babylon

By Andrew Stotz | Oct 20, 2016

Though I personally find parables an annoying way of learning, the value of the messages within this book definitely stand the test of time. The richest man in Babylon’s secret is this, “A part of all you earn is yours to keep.” In other words, do not spend every penny you earn but invest it, and invest wisely.

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Flying High with AirAsia

By Become a Better Investor | Oct 19, 2016

AirAsia earns revenues via seven business segments. Its main contributor is scheduled flights, comprising 55% of total sales. CEO Anthony Fernandez has served in his capacity since 2001, when he and several partners bought AirAsia from its former owners. AirAsia’s financial metrics have improved greatly in the last two years.

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Business DNA: Building a Global Mega Brand

By Andrew Stotz | Oct 18, 2016

Mr. Dhawan has built a large, publicly-listed company that is the number one supplement maker in both Thailand and Myanmar—Mega Lifesciences. Through Mega’s Wellness We Care Center and We Care range of foods, the company has started a new segment which aims to reverse and prevent disease by providing customers with diet plans and products so they can eat right.

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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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