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My Worst Investment Ever October 2021

By Andrew Stotz | Nov 1, 2021

In October 2021, we published 13 new episodes of the My Worst Investment Ever podcast. Listen to all of them here.

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Is There a Price Bubble in the US?

By Andrew Stotz | Oct 29, 2021

I have been looking at inflation because we have a 25% weighting in commodities in one of my investment strategies. The inflation debate is critical because if I get it wrong and inflation starts slowing, I would expect that commodity position to fall. And if I get it right, then that commodity position will do well.

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Kakao Corp – World Class Benchmarking

By Become a Better Investor | Oct 28, 2021

Kakao Corporation (035720 KS): Profitable Growth rank of 5 was up compared to the prior period’s 7th rank. This is average performance compared to 260 large Comm. Serv. companies worldwide.

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Will Chinese Real Estate Company Evergrande Crash the Stock Market?

By Andrew Stotz | Oct 27, 2021

In this video, I look into the role of the property sector in the Chinese stock market. In addition, I demonstrate the difference between Real Estate companies and typical companies. And at the end of the video, I give my answer to the question, “Will Chinese Real Estate company Evergrande crash the stock market?”

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Samsung Electro-Mechanics – World Class Benchmarking

By Become a Better Investor | Oct 26, 2021

Samsung Electro-Mechanics Company Limited (009150 KS): Profitable Growth rank of 3 was up compared to the prior period’s 5th rank. This is above average performance compared to 670 large Info Tech companies worldwide.

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VMC: What Is Net Profit Margin?

By Become a Better Investor | Oct 25, 2021

The net profit margin is a financial ratio that tells you how much profit a company makes compared to its revenue in the form of a percentage.

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Sarana Menara Nusantara – World Class Benchmarking

By Become a Better Investor | Oct 22, 2021

PT Sarana Menara Nusantara Tbk (TOWR IJ): Profitable Growth rank of 3 was down compared to the prior period’s 2nd rank. This is above average performance compared to 260 medium Comm. Serv. companies worldwide.

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VMC: What Is Asset Turnover Ratio?

By Become a Better Investor | Oct 21, 2021

The asset turnover ratio is used to measure the efficiency of a company. It looks at how efficiently a company uses its assets to produce sales.

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Mega Lifesciences – World Class Benchmarking

By Become a Better Investor | Oct 20, 2021

Mega Lifesciences Public Company Limited (MEGA TB): Profitable Growth rank of 2 was same compared to the prior period’s 2nd rank. This is World Class performance compared to 420 medium Health Care companies worldwide.

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Andrew Stotz on The Making Conversations Count Podcast

By Become a Better Investor | Oct 19, 2021

Andrew had a chat with Wendy Harris of The Making Conversations Count Podcast.

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