About Us
Proprietary research and expertise on Asian Emerging Markets Investing.
Thaistocks.com is an independent, unbiased, original content-driven web publisher with a 16 year track record. Here I offer "no-nonsense" professional investment views focusing on qualitative investment perspectives rather than quantitative analysis from far away.
"The publishing of unbiased on-location expert insights regarding all aspects of Thai Stock market investing".
"First and foremost, you have always been a formidable investor!"
Mr. "Mac" Caputo, Managing Director.
Morgan Stanley & Co., New York. Tel. 212 761 4000 |
"I would of course gladly act as a reference for you in the future!"
Mr. William Browne of
Tweedy Browne & Company, New York. Tel. 212 916 0600
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International Investment Expert Focused on True Market Inefficiencies Found on the Thai Stock Exchange. Over 2 decades of proven and here so documented through the shown track record.
Paul A. Renaud, Thailand/Asia Investment Specialist since 1989.
PROFESSIONAL PROFILE
A highly motivated, intense, multi-lingual (English, Swiss-German, French, and some Thai) proven international investment professional and Thai stock professional with a strong multicultural background besides a long and successful investment career. A Swiss which grew up in Switzerland and France. Then received a B.A. in Finance from the University of Wisconsin, USA; trained and worked for Merrill Lynch and 4 years later selected as an experienced broker with Morgan Stanley. Reside in Phuket yet regularly spend time in Bangkok for the past 23 years. Insightful, considerate and honest, with a documented track record of investment expertise & performance. Deep understanding of the US and Thailand securities markets. Experienced Asian Expat with deep contacts, know-how through long experience. Visited some 200 Thai listed companies in person with senior management, over the past 20 years.
Dependable strengths include the ability to:
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Relentlessly and objectively research to find cutting-edge investments. Long on experience. |
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Effectively communicate & perceptive within multicultural environments. |
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Collaboratively plan to create the competitive edge. Intelligent, honest and assertive. |
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Enthusiastically manage to impact the bottom-line. |
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Command a large following cultivated for over 16 years on this web site. |
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Skillfully assess financial opportunities where others see crisis or lack of understanding and/or insights. |
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Take advantage where there are market in-efficiencies rather then follow the herd. Value investing driven with deep and experienced understanding of the Thai stock market. Traveled and long familiarity in SE Asia. |
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Experienced web site owner/operator with broad general IT knowledge above industry average.
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PROFESSIONAL EXPERIENCE AND ACHIEVEMENTS
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Consultant/Thai/Asian Equity Market Specialist
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Thaistocks.com
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1988-Present
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- Created in early 1997 the leading professional Thai investor web site and investment newsletter through www.thaistocks.com, all on investing in Thailand. The site generates an average of some 500 unique hits per day. Interviewed one on one and cultivated relationships with over 200 CEO"s of companies mostly listed on the Thai stock exchange. Appeared live 6 times on CNBC, TV. Quoted in Forbes magazine, Financial Times, Wall Street Journal, Forbes and others.
- Forbes "Best of the WEB" chose thaistocks.com for 11 years.
- Strong emphasis on valuation and seeker of high dividend yields, cultural understanding, company visits and rapport, and bottom-up 'on location' in person analysis. On site proven expertise sought out by internationally well-known analysts and economists. Very high integrity standard.
- Created and here posted various model portfolios all along followed by over a thousand members since 1997. All model portfolios increased substantially during the Asian economic crisis since 1997. Over 1200 published articles all as shown at thaistocks.com, since April 30 1997.
- Replied and helped through over 15,000 e-mails on Thai or Asian market intelligence and investment insights. Many previous member article are free to all registered users to view, the best is kept for contributing members.
- Ex-consultant for Tweedy Brown and Company (New York, NY) and the Heartland Fund (Milwaukee, WI) and various high net worth private individuals. Strong global, Asian and Thai professional references.
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Broker & Global Portfolio Manager
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Morgan Stanley & Co., Inc.; Chicago, IL
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1985-1988
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- Top producer in the high net worth individual investor services department during half my tenure at Morgan Stanley.
- Managed accounts for very wealthy US and Swiss clients ($5 million and above). I was the only broker at the time that was trusted with discretionary authority to invest and manage their portfolios without specific instructions by clients.
- Trained and managed 2 junior partners, then left Morgan Stanley on excellent terms.
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Investment Broker
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Blunt Ellis & Loewi Inc.; Milwaukee, WI
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1982-1985
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- Consistently ranked in the top 3 among 12 colleagues in gross commission income.
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Investment Broker
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Merrill Lynch.; Dallas, TX
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1980-1982
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- Consistently ranked in the top 10% among 150 equal colleagues in gross commission income. Trained with Merrill in Class 256.
EDUCATION
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Bachelor"s Degree
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Bus. Ad. (Finance, with Honors, Cum Laude. 3.4 GPA)
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University of Wisconsin
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US, European and Asian professional references available on request.
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Ms. Pungnoi Kongkaw:
Mrs. Pungnoi is the lone team member of Thai descent. She has been with Thaistocks.com since it was founded in April of 1997. Noi is a member of the Thai research office. She completed her B.A. in Information Science from Sukhothai Thammathirat University in 2000. In addition to being a knowledgeable person on the Thai stock market, Noi is responsible for disseminating daily all Thai language broker, stock & news research and Thai language business newspaper reports.
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To learn more about a contributing membership, please click here
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