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                          is about value & rational investing since 1997.    "Integrity is my competitive advantage".
April 30 2022 marked the 25th anniversary of  The so longest continuously running web site in Thailand.  Delighted how for 25 years I here helped many in becoming more knowledgeable & responsible Thai stocks investors -while often demonstrated in creating superior investor returns  -as the long track record here shows.   We are not investment-financial advisors/nor fund managers -just publishers of unbiased, experienced & professional viewpoints.   

Things can be a bit off on the Thai stock market at times -while Thai brokers are overall just average, as are their stock choices.  In stock-markets however this can be a real advantage as it often means mis-pricings to take advantage of!   In US and other markets this is more difficult as there are ample good brokers besides plenty smart investors & analysts there....hence it’s difficult to beat them.  Far less so in Thailand.  US stocks as well appear overvalued as I have argued for some months.  Its unfortunate that many expats and others do not grasp this and just assume things in life which could better -are often best avoided.  Not so in stock markets where aberrations can truly be an investor advantage. 


Latest Published Articles:

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Looks rather insignificant to a casual observer, but may not be.

Sometimes we notice things which at first view seems insignificant, yet could well be.  Take an office higher level employee at a company which has been there for some years, yet earns (in Thailand) a relatively low salary. Surely he/she has some insights into how well or not the...
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Swiss banks immensely benefited by the strength of the Swiss currency.

Swiss money managers have immensely benefited by the strength of the CHF currency which has appreciated 75% vs. the US$ over the past half century. So, riding on the coattails of broad Swiss excellence, which (rightly so) always impresses visitors there

Over the past half-century, say...

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Dire times coming, lead by the US/EU.

Dire times in US/EU coming which will bring much new suffering.  US Treasury Secretary Yellen and the Fed blew it, and should be fired? But doing so would only alarm markets more.

We are at a critical & dire time in the US economic development at present.  This...

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Greetings from Zurich Switzerland, investor wise glad to be in select Thai stocks.

Investor wise glad to be hiding it out in select Thai smaller cap stocks. Greetings from Zurich-city center Switzerland. The situation in EU and Switzerland is far more dire now, as they predict sharp increases in energy costs, across the board this coming winter, due to cutting off oil/gas...

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House keeping notes and rehashing a bit on the past and whom I am/do here.

Today, I just rehash some important member understanding on the recent and long past, what I stand for and here deliver, regularly.

In the past many, many years, up until 2017, I here published 6 month model portfolios and tracked these regularly, on each 6 month anniversary. Comparing...

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