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PaulRen's picture

Best often found in the darkest corners.

"The best investment returns are often found in some of the darkest corners of the world."  So says a true long investor expert of all times.

Are money managers over compensated? [ A few years ago USA's prestigious Harvard University paid their money managers 35 Mill...

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On opening, as a foreigner, a Thai Bank account.

On opening, as a foreigner, a Thai Bank account.  Realize, this all has to to with the international mandated practice on "know your customer".  A financial institution, anywhere, has a regulatory rule to at least screen new bank accounts; this in order to prevent rogue/money laundering practices. Less to do...

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Banpu Bonds, consider. A defensive investment.

Banpu are issuing new 11 Bill. Baht worth of bonds this week.  September 14 to 19.

From time to time I am asked where one can park some secure savings, without taking stock market risk.  I totally understand for many good reasons (and some not so) Thai stocks...

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On inflation, productivity and beware of private bankers' modus operandi.

On inflation, productivity and beware of private bankers' modus operandi.

Most stock markets have recovered some of late as I anticipated -and here wrote not long ago. Then, just lately sold off again much of this time due to fear of a broad economic slowdown, mostly stemming out of...

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Big divergence of smaller cap Thai stocks, vs. the big cap SET index -since the outbreak of Covi-19.

Here below you can see the immense divergence of smaller cap Thai stocks, vs. the big cap SET index -since the outbreak of Covi-19.   The SET benchmark index is a weighted index by market cap., so the bigger the market cap. of a stock, the more its weighted...

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Often favor/focus on smaller & mid cap. companies, but do note this.

As often mentioned and here adhered to since 1997, I usually favor and focus on smaller & mid cap. companies here for investment, as I say these "often taste great and are less filling".

This is because for the most part these are ignored by institutional investors and local broker alike, mostly due to...

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Sunday morning out of the mist.

Some thoughts on the frontline of investing as of mid-August 2022.

Most stock markets have recovered some of late as I anticipated -and here wrote just before mid year. This after a bad 2 Q. when higher US interest rates along with oil price and the...

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My comprehensive insights on what I look for/consider/evaluate when picking a new stock idea.

Here for the first time, I share my own comprehensive insights/list on what I look for and consider/evaluate when picking a new Thai stock idea.  While much is subjective and never ending,  I try to summarize in this important article my list of what I consider important, along...

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US stocks likely in a bear market now vs. SE Asia a good place to be.

US stocks in a bear market -not likely to end soon.  SE Asia a good place to be but selectivity is key vs. just broad ETF's.

Lots of postings and comments lately by investor pro's on USA stocks getting slammed and where the bottom may be etc...I...

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