Skip to content
Learning that drives better investment decisions

Business DNA: Your Word is Your Bond

By Andrew Stotz | Feb 12, 2016

Business DNA: Khalid M. Hashim was raised in Calcutta and Bombay in India by a middle-class family with a long tradition in shipping and trading, but he represents the first generation to actually own such a business. Khalid wanted early on to go into shipping, but his father insisted that he gain a university degree and explore all areas of the industry through internships and jobs before he committed to sea transport. Khalid describes the business of Precious Shipping PCL: “In a very simple way, we connect cargoes between exporting countries and importing nations – as simple as that. That’s what we do – carry it safely, correctly, and without any problems.”

Read More

A Wounded German Tiger and Margin of Safety

By Become a Better Investor | Feb 12, 2016

It would be great to say that the stock market has turned a corner in February, but you don’t have to look far to find still more dark predictions for the future of the financial world.

Read More

Global Equity FVMR Snapshot: ‘The World Markets in Your Hand—Every Week’

By Become a Better Investor | Feb 10, 2016

Global Equity FVMR Snapshot: “The world markets in your hand—every week.” This product is a weekly update on the world markets, including developed and emerging markets, as well as major regions and countries. It’s a one-page document that covers the way we invest, which is based on fundamentals, valuation, momentum, and risk: what we call “FVMR”. Get it in your inbox every Monday and you’ll always be up to speed on global equity markets.

Read More

Avoiding The 10 Worst Days Increases Your Return Massively

By A. Stotz Investment Research | Feb 5, 2016

We got a lot of comments from people saying they read The 10 Best Days, they liked it, it was helpful; we also started to get some questions, one in particular. So, this A. Stotz academic-style research answers the question: What impact would missing The 10 Worst Days in a 10-year period have on terminal wealth?

Read More

The Value Investing Family Tree

By Become a Better Investor | Feb 5, 2016

We have a great selection for you this week. Check out Benjamin Graham’s legacy of significant value investors and the way they’ve shaped how we look at value investing. Read Larry Fink’s advice to companies to stop engaging in practices which can undermine your abilities to invest in the future. Join us looking at India and it’s rising stock popularity following the election of pro-business leader Narendra Modi in 2014. Avoid the herd instinct and more…

Read More

Clustering of Best and Worst Days

By A. Stotz Investment Research | Jan 29, 2016

This post follows on from our previous 10 Best Days blog post. This A. Stotz academic-style research answers the question: How likely it is that an investor would miss the 10 best days?

Read More

Hedge Your Bets and Balance Your Risk Profile

By Become a Better Investor | Jan 29, 2016

Week of January 25 – Top 5 of the Week. Those of you keeping up to date with the current state of the market will no doubt have heard the whispers and rumors of a stock market crash and a recession potentially looming ahead of us all again. We ask if the recent oil prices are of any consequence, and cast an examining eye over the condition of the Red Empire – China’s economy.

Read More

The 10 Best Days Is Not a Myth

By A. Stotz Investment Research | Jan 29, 2016

Behavioral economics teaches us that our emotions play a major part in our trading. This A. Stotz academic-style research answers the question: What would the impact on terminal wealth be if an investor missed the 10 best-return days in the U.S. market over a 10-year period?

Read More

Keep Emotions Out of It, Above All Don’t panic!

By Become a Better Investor | Jan 22, 2016
Top 5 of the Week of January 18 - Become a Better #Investor

Week of January 18 – Top 5 of the Week is a summarized collection of financial investment articles that we like and think you might like too. Each week we will keep you up to date with the top 5 articles worthy of your attention.

Read More

DNA of a World Class Company Challenges Conventional Wisdom

By Andrew Stotz | Oct 12, 2015

The World Class Company Awards in Asia announced on October 10 revealed that two of the best companies in Asia are also the best in their sector globally. STP&I is one of them. From interviews with the company’s managing director, I’ve learned that the DNA of a World Class Company challenges conventional wisdom.

Read More