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Learning that drives better investment decisions

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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Cornering the Filipino Food Market

By Become a Better Investor | Oct 5, 2016

Universal Robina Corporation (URC) is a Philippines-based food producer with a more than 40% share of the domestic market. Profitable Growth has remained World Class since 2013, when Gokongwei took over. URC ranks among the best 59 large consumer staples companies globally.

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High Profitable Growth Companies Saw Value Gains of ~10x the Market

By A. Stotz Investment Research | Oct 4, 2016

A portfolio of high Profitable Growth companies outperformed the general stock market by 9x over the past 20 years. A portfolio of high Profitable Growth companies yielded the highest coincident return of 19% per year on average.

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What Is More Important, Profitability or Growth?

By A. Stotz Investment Research | Oct 3, 2016

In this study, we decided to see whether profitability or growth had a greater effect on the value increase of a business.

We found that “High profitability” companies generated more than 2x the market return, and “high growth” companies returned more than 3x the market over the past 20 years.

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A Week of Ups, Downs, and Predicting the Future

By Become a Better Investor | Sep 30, 2016
Top 5 of the Week September 26 - Become a #betterinvestor

In the Top 5 this week, learn how stock market past performance is not a blueprint for the future, examine the difference between bubbles and cycles, and discover the savings bonds with 3.5% yield. All this and more…

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Riding the Real Estate Wave of Business Process Outsourcing

By Become a Better Investor | Sep 30, 2016

Megaworld Corporation is the Philippines’s top residential condo developer by unit sales, and supplies mainly mid-range high-rise blocks.

The company has built a wide range of mixed-use real estate developments in Metro Manila. It is also the largest office leasing company for BPO locations.

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A Legacy Utility Looks for Growth

By Become a Better Investor | Sep 29, 2016

Meralco remains profitable but growth losing steam.

Founded in 1903, Manila Electric Company is the largest distributor of electricity in the Philippines generating and distributing power to more than 5.5m commercial, industrial and residential customers.

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