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Learning that drives better investment decisions

Learning Valuation: Mega LifeSciences

By Become a Better Investor | Dec 14, 2016

Educational valuation example of Mega Lifesciences PCL, a Thai manufacturer and distributor of pharmaceuticals, nutritional supplements and fast-moving consumer goods.

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Investment Wisdom from the Runners-Up in 2016

By Become a Better Investor | Dec 13, 2016

This post highlights some of the investment wisdom our runners-up shared on their blogs in 2016. We base our rank on 130+ featured investment bloggers, 220 investment articles, and 694 bullet points.

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Watch Out for the Korea Discount

By Become a Better Investor | Dec 12, 2016

Korea is a special market when it comes to its valuation and profitability relative to other markets. There is something called the “Korea Discount”. Only three sectors trade above book value on 17CE*: Health Care, Consumer Staples and Info Tech.

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Are We Sailing Straight for the Next Financial Crisis?

By Become a Better Investor | Dec 9, 2016
Top 5 of the Week December 5 - Become a #betterinvestor

In the Top 5 this week, we look at the neuroscience behind financial decision-making, what Trump has inherited with his Presidency, and why diversification is no fun. All this and more…

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Contracted by the Gov’t, Owned by the Gov’t

By Become a Better Investor | Dec 8, 2016

PT Wijaya Karya (Persero) Tbk is one of Indonesia’s three largest building contractors by revenue. Sales growth is one bright spot, but we’ll have to wait and see if this result lasts beyond 2016.

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Care to Buy a Dump Truck?

By Become a Better Investor | Dec 7, 2016

PT United Tractors Tbk, founded in 1972, distributes heavy equipment used at mines, plantations, construction sites and in forestry. It is the sole distributor of Scania, Bomag, UD Trucks, Tadano and Komatsu.

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Improved Margins at this PetChem Producer

By Become a Better Investor | Dec 6, 2016

Indorama Ventures Public Company Limited is one of the world’s leading petrochemical producers and a leading global manufacturer of wool yarns. Profitable Growth is now ranked in the top 3! Indorama ranks among the best 216 of 720 large industrial companies globally.

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Servicing Airports Makes for a Gentle Landing

By Become a Better Investor | Dec 5, 2016

SATS Limited is a Singapore-based provider of gateway and food services at 45 airports across Asia. Its main operations are in Changi International Airport. It also has operations at Singapore’s cruise terminal, Marina Bay Cruise Center. Profitable Growth has remained World Class since 2015 for the company.

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A Time to Be Thankful and Take Stock…

By Become a Better Investor | Dec 2, 2016
Top 5 of the Week November 28 - Become a #betterinvestor

In the Top 5 this week, we ask just how bad bond losses can get, we share what we should be thankful for in the stock market, and look back at investing forty years ago. All this and more…

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Ground Control to Major Thai (Telecom)

By Become a Better Investor | Dec 1, 2016

Intouch Public Company Limited invests in telecoms, satellite and media businesses. Its biggest and most profitable investments are its 40% stake in Advanced Info Service (ADVANC TB), a Thai telecom leader, and its 41% stake in Thaicom—a major leading satellite communications business in the Asia-Pacific region.

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