Case Study Part 3: Robinson’s Retail (RRETY) Preliminary Analysis

In this series, you’ll learn my entire process from the beginning – and how I find companies to research further – to the end – and valuations and evaluations.

In part 1 of this series, I showed you how I find companies to research for analysis so you can follow that same process.

Last week, in part 2, we analyzed the Filipino public company San Miguel Corp – (SMGBY).

And today, we’re talking about another Filipino company, Robinson’s Retail – (RRETY).

Let’s get to it…

And here is the video analysis of the company…

In the 18 – minute video above, I showed you the following things:

• How I found this company
• Why I’m looking at Filipino ADRs
• Detailed its margins and ratios
• Did a full preliminary analysis on the company
• Found that it may be a good potential investment – if and when valuations come down
• Explained the “why” on all the points above
• And more…

If you have any questions or comments about anything in the video above, or this ongoing series, let me know.

I’m going to teach as much as possible in this series and in these videos, so the more questions and comments we have, the more you’ll learn, so please put any comments and questions in the comments section below this post.

Seriously, and I say this to all my coaching and training clients as well.

Even if it’s a minor question, you think may be stupid, ask it.

If you’re investing real – world money, a ‘stupid question’ can cost you real money and frustration, so don’t hesitate to ask.

And remember…

If we do find a potentially great investment and you want to know about it first, you need to sign up to the Training Vault. We’ll be adding these videos to this service first and then the blog posts will come, sometimes weeks later if at all.

You can get more info about the Value Investing Journey Training Vault here, and how you can gain access to more than $20,000 worth of content, for as little as $97 a month.

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Jason’s Note

We just announced that you can now get this for only $49 a month – or less than 1% of its true value – for LIFE, if you’re one of the first 100 people to sign up for this service here.

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The Training Vault linked above doesn’t include this brand new info or some other content that will be exclusive to this article; to add even more value to this service for you.

Next week, I give a recap after analyzing the entire Filipino ADR list.

P.S. If you don’t want to miss any of these or our other posts make sure to sign up to our mailing list here for free…

By signing up for free, you’ll also instantly get five free gifts – including the preliminary analysis checklist and research procedure document I’ll use every time I evaluate a company in this series.

P.P.S. If you liked learning from this video make sure to check out our other case study videos on our YouTube playlist.