Post Category → 🔎 All Equity Coverage

🌍 A collection of independent global equity market research, ideas and ongoing commentary by The Stoic Investors. This includes coverage of investments we find interesting, ongoing commentary and updates about individual companies, and in-depth analysis of trends, emerging themes and markets in general.

📢 Market Update: The market looks expensive but there are still fantastic opportunities to make money.

October 2024: Market Update: A broad summary and some market commentary of what I have been observing over the past few months | The Stoic Investors

October 2024: Market Update. It’s been quite a turbulent time in the market. I haven’t provided a market update in a while, so I’d like to share my observations and interests. Are we in a🐂 Bull or 🐻 Bear Market? GOLD GOLD GOLD is the talk of the markets. It is challenging for an investor… Continue reading →

The Sunk Cost Bias can impact even the best investors.

Sunk Cost Bias (Fallacy) is a real and damaging phenomenon that we are often unaware of. It is our tendency to continue investing in something, whether it’s money, effort, or time, even when the costs outweigh the benefits. This behavior is associated with “Commitment Bias,” where we stick to our past decisions despite evidence suggesting it may no longer be the best course of action.

Sunk Cost Bias (Fallacy) is a real and damaging phenomenon that we are often unaware of. It is our tendency to continue investing in something, whether it’s money, effort, or time, even when the costs outweigh the benefits. This behavior is associated with “Commitment Bias,” where we stick to our past decisions despite evidence suggesting… Continue reading →

Investing in the Indian Stock Market is not easy.

The Indian stock market comprises two primary exchanges: the National Stock Exchange (NSE) and the Bombay Stock Exchange (BSE) located on Dalal Street in Mumbai, often compared to Wall Street. As of the 2022 financial year, over 6,819 companies were listed on these exchanges, and the market cap stands at around $5 trillion. Huge...

The Indian stock market has seen significant growth over the past decade. Even after the challenges posed by COVID-19 in 2022, the equity markets have continued to rise. For instance, investments in Indian mid-cap mutual funds have been yielding over 20% in annual returns, consistently outperforming the index. However, it’s important to note that there… Continue reading →

DYOR is the most important investment rule of them all.

DYOR (Do your own research) provides a feedback loop for investors that improves your overall performance. Never speculate with out DYOR | The Stoic Investors

At the top of every investor’s list should be DYOR, short for “Do Your Own Research,” just like the scholar in the cover picture. Many say that avoiding losing money is the number one rule in investment, a quote often attributed to the legendary Warren Buffet. However, it isn’t exactly a rule because sometimes it… Continue reading →

This mid-cap has great products that I love to use, but is WISE plc a good investment?

Wise plc provides cross-border money transfer services for personal and business customers in the United Kingdom, rest of Europe, the Asia-Pacific, North America, and internationally. The company’s transfer infrastructure includes Wise Account for international people who need to move and manage money across borders; Wise Business for international businesses need; and Wise Platform that allows businesses and banks to offer their own customers international payments. The company was formerly known as 456 Newco plc and changed its name to Wise plc in June 2021. Wise plc was founded in 2010 and is based in London, the United Kingdom.

As a frequent global traveler, I use WISE PLC every day. I am always on the lookout for the best ways to travel, spend, and convert various currencies to ensure that I get the best rates. Creating Wealth is not just about investing intelligently, it is also about spending intelligently and maximizing healthy financial habits…. Continue reading →

Sometimes to be successful you need to be in the right environment.

Investors need the right environment and the right conditions aligned with their temperament, philosophy and strategy to succeed long-term | The Stoic Investors

Investors and entrepreneurs, everywhere, sometimes to be successful, it’s all about being in the right environment. Just like farming, to reap an abundant harvest, the environment and conditions must all be right. We are taught to hustle, grind, and push through, but sometimes that is not the answer or the best path. It’s hard to… Continue reading →

🇻🇳 Vietnam is one of the best and fastest growing emerging markets I’ve ever seen.

The Vietnam Stock Exchange (VNX) is a unified stock exchange in Vietnam. There are two separate exchanges: the Ho Chi Minh City Stock Exchange (HOSE) and the Hanoi Stock Exchange (HNX). The VNX was established in 2000 with the goal of creating a single, unified market for trading securities in Vietnam.

I’ve heard a lot of hype about Vietnam. It’s one of the fastest growing economies in Southeast Asia and one of the best emerging countries in the world. So, like anything, I went to go and check it out and see it for myself. I spent two months with my family traveling the country. One… Continue reading →

📉 Is this the start of the great rotation after Market Crash fears?

It's been quite a chaotic August after the recent minor market crash. Investors are in for a rollercoaster ride. Global markets are still unstable after a significant sell-off on Monday, which also affected the cryptocurrency markets, with Bitcoin dropping by 16.50% and Ethereum by 24.19% at one point on Monday, August 5th. Although there has been a slow recovery, it wasn't anything to indicate we are out of the red.

💥 Market Crash Monday…is this a temporary pullback? It’s been quite a chaotic August after the recent minor market crash. Investors are in for a rollercoaster ride. Global markets are still unstable after a significant sell-off on Monday, which also affected the cryptocurrency markets, with Bitcoin dropping by 16.50% and Ethereum by 24.19% at one… Continue reading →

💡 ASX:BRI | A Deep Value small-cap business playing to a growing trend.

Big River Industries Limited (ASX:BRI) and its subsidiaries are involved in the manufacture, distribution, and retail of timber products and building supplies in Australia and New Zealand. It is a small-cap deep value stock with the potential to benefit from the growing construction industry in Australia and as a result an increase in the multiple.

Big River Industries Limited (ASX:BRI) and its subsidiaries are involved in the manufacture, distribution, and retail of timber products and building supplies in Australia and New Zealand. It is a small-cap deep value stock with the potential to benefit from the growing construction industry in Australia and as a result an increase in the multiple.

Continue reading →