Proprietary research and expertise on Asian Emerging Markets Investing.
Thaistocks.com is an independent, unbiased, original content-driven web publisher with a 17 year track record. Here I offer unbiased professional investment views focusing on qualitative investment perspectives rather than quantitativeanalysis from far away.
The publishing of unbiased on-location expert insights regarding all aspects of Thai Stock market investing.
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First and foremost, you have always been a formidable investor! Mr. Mac Caputo, Managing Director. Morgan Stanley & Co., New York |
I would of course gladly act as a reference for you in the future! Mr. William Browne of Tweedy Browne & Company, New York |
Who is Thaistocks.com?
PAUL A. RENAUD You can contact me at: paularen@gmail.com or paulren@thaistocks.com
International Investment Expert Focused on True Market Inefficiencies Found on the Thai Stock Exchange. Over 2 decades of proven and here 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 citizen which grew up in Switzerland and France. Then received his 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. Often in Phuket yet regularly spend time in Bangkok & Switzerland for the past 25 years. Travel internationally frequently. Insightful, considerate and honest, with a documented track record of investment expertise & performance. Deep understanding of Thailand's securities market. Experienced with deep contacts, know-how through long experience. Visited some 160 Thai listed companies in person with senior management, over the past 25 years.
Dependable strengths include the ability to:
| • Relentlessly and objectively research to find cutting-edge investments. Long on experience. | • Effectively communicate & perceptive within multicultural environments. |
| • Collaboratively plan to create the competitive edge. Intelligent, honest and assertive. | • Enthusiastically manage to impact the bottom-line. |
| • Command a large following since 1997 at this web site. | |
| • Skillfully assess financial opportunities where others see crisis or lack of understanding and/or insights. | |
| • Take advantage where there are market inefficiencies rather then follow the herd. Value investing driven with deep and experienced understanding of the Thai stock market. Globally traveled and long familiarity in SE Asia. | |
| • Experienced web site owner/operator with broad general IT knowledge above industry average. |
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 around stock market 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 CEOs 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. In year 2012 they stopped this section.
- 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 and practice.
- 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. Various 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 Lynch, Class 256.
EDUCATION
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Bachelors 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.
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
