Introduction Topics

paulren's picture

Stock prices are rarely rationally valued -for good reasons.

Submitted by paulren on Sun, 17/01/2021 - 12:04pm

 

Contrary to the theory oriented stock gurus which love to teach this, stock prices are rarely rationally valued for good reasons. To think otherwise is an investor trap.

I am ever so often asked about what is fair equity valuation. How do you properly value...

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Investor comments from the recent past. Year 2020.

Submitted by paulren on Wed, 02/12/2020 - 3:30pm

Investor apathy.   Beware in becoming or are already an investor "pre-mortem". Where one deliberately most only considers the worst case scenarios and so solely see and fear downside in any investment -resulting in never dare to take the plunge. Stuck in investor mediocrity for years, just as...

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Revenge of the Nerd. "Never let a good crisis go to waste."

Submitted by paulren on Sun, 27/09/2020 - 4:42pm

The revenge of the Nerd.

"Never let a good crisis go to waste."  Thailand being reinvented in time.

Thailand is now changing, perhaps more then most other places.  Over the past 10 years or so mass tourism innuendoed this country. I will spare...

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Thai stock Investors.

Submitted by paulren on Sat, 12/09/2020 - 7:43am

Expat investors should demand English language prospectuses when being offered Thai IPO's. Demand their marketing officers look out and seek new wealth creation, vs. just view all investors as traders, which is not investing. Understand conflict of interest brokers and research reports inherently are part of. Realize Thailand has likely...

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As Govts print more money, cash should be debased in time.

Submitted by paulren on Tue, 25/08/2020 - 10:46am

A long member wrote me the following yesterday:  

"I've decided not to renew at the moment. I have pulled out most of my money from the market right now and will wait on the sidelines until the situation gets better. 
Governments continue to print money

...
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On the how in Thai stocks, vs. just the what.

Submitted by paulren on Thu, 18/06/2020 - 10:24am

Anatomy on the how in Thai stocks, vs. just the what. Here is one of more articles to come on this subject.

Pondering here into our rainy season, I just realized how many members over many years wrote me how they learned allot on how to...

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Market surge has been confined to least affected by CV19.

Submitted by paulren on Thu, 21/05/2020 - 9:59am

Reflecting some post the surprising to many stock market rebound.

The US -and to a good extend Thai stock market as well- has run up allot into the news that things, virus wise, seem to be getting better.  Its important to understand that in the US at least, most...

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Beware of SET stock investor broker deviances. CHO & SET emergency fund.

Submitted by paulren on Sat, 25/04/2020 - 11:42am

Be careful on new broker stock recommendations -and other traps.  Post Ante.

Already getting some mails of members asking "oh I missed it would you still buy at these higher prices".  This is always a trickery question and one I least like, because my view was...

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Daring making some predictions, post CV19.

Submitted by paulren on Mon, 13/04/2020 - 11:36am

Suddenly changing times, demand changed thinking.

Post CV19 I am not a fan on US stocks, I think they will recover some but their long market bravado has ended.  I think the US economy will endure a longer time to get fired up again and there will be...

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