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Learning that drives better investment decisions

The Price and Earnings Disconnect

By Become a Better Investor | Jul 17, 2020

Chart of the Day: Rising purchasing power for the rich, falling for the poor. Keep buying? Seems more likely that the blue line starts falling before the red line rises.

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Sheng Siong Group – World Class Benchmarking

By Become a Better Investor | Jul 16, 2020

Sheng Siong Group Limited (SSG SP): Profitable Growth rank of 1 was same compared to the prior period’s 1st rank. This is World Class performance compared to 580 large Cons. Staples companies worldwide.

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China Yuhua Education Corporation – World Class Benchmarking

By Become a Better Investor | Jul 15, 2020

China Yuhua Education Corporation Limited (6169 HK): Profitable Growth rank of 4 was same compared to the prior period’s 4th rank. This is above average performance compared to 1,240 medium Cons. Disc. companies worldwide.

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VMC: The Significance of Invested Capital Growth

By Become a Better Investor | Jul 14, 2020

Valuation Master Class Student Essay: Invested Capital Growth is one of the most important forecasts in firm valuation. In this essay, I will explain the fundamentals of invested capital growth, its importance, and how to forecast it.

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Ekovest – World Class Benchmarking

By Become a Better Investor | Jul 13, 2020

Ekovest Berhad (EKO MK): Profitable Growth rank of 8 was same compared to the prior period’s 8th rank. This is below average performance compared to 1,410 medium Industrials companies worldwide.

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VMC: Analyzing Liquidity using Cash Conversion Cycle

By Become a Better Investor | Jul 10, 2020

Valuation Master Class Student Essay: Cash is like oxygen to a company. Regardless of how profitable a company is, if the business is unable to generate cash to cover its creditors, the company will run the risk of bankruptcy and collapse. One method to measure liquidity is Cash Conversion Cycle (CCC).

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Supermax Corporation – World Class Benchmarking

By Become a Better Investor | Jul 9, 2020

Supermax Corporation Berhad (SUCB MK): Profitable Growth rank of 4 was same compared to the prior period’s 4th rank. This is above average performance compared to 420 medium Health Care companies worldwide.

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Is Your Outcome Dependent on Effort or Environment?

By Andrew Stotz | Jul 8, 2020

A. Stotz TV: What % of your outcomes in life came from your efforts and what % from your environment and resources (E&R)?

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China Was the Only Market with Positive Return in 1H20

By Become a Better Investor | Jul 7, 2020

Chart of the Day: Overall, Asian markets were down in 1H20 except for China. With the exception of Malaysia, ASEAN markets were the worst performers. China, Taiwan, and Korea were also in the top 3 in terms of return in 2019.

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A. Stotz All Weather Strategy – June 2020

By Andrew Stotz | Jul 6, 2020

All Weather Strategy: The strategy had a lower return than World equity in June, as equity remained strong. Fed can’t rescue the market forever, even if the virus is under control, other issues remain. Continued focus on downside protection with 30% short-term gov’t bonds and 30% gold.

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