Case Study Part 5: Why San Miguel Corp (SMGBY) Is On My Watch List

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

In Part 2, we analyzed Filipino Public Company San Miguel Corp, SMGBY.

In Part 3 I analyzed the Philippines Robinson’s Retail, RRETY.

In Part 4 I showed you which 3 Filipino companies I put on my watch list for further evaluation after looking through all 44 on the Filipino OTC ADR list. I also tell you a few others that may become great investments if they can lower debt loads, raise margins, or their valuations go lower.

Today, I show you why the Filipino company San Miguel Corp (SMGBY) is now on my watch list.

Let’s get to it…

In the 7 – minute video above, I showed you the following things:

• Why San Miguel Corp is on my watch list
• Why after valuations come down, and / or profitability goes up, this may be a great long-term investment
• What its margins are
• Why even though this company is borderline, I decided to put it on my watch list
• Hint! It has to do with potential competitive advantages
• 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, sometime weeks later.

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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If you want to see the more in-depth analysis of San Miguel Corp, go here.

Next week, I give a recap of why another Filipino company made my watch list. This time a company I’ve not told you about before.

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.

P.P.P.S. Our 3 brand new courses are on sale now but only for a few more days. To check them all out before the 81% off sales are gone, go here.