Case Study Recap Thus Far

Since we started this series two months ago, I wanted to give you a quick recap of the series up to this point before we go into the next set of videos.

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.

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’d 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.

In Part 5, I showed you why the Filipino company San Miguel Corp (SMGBY) is now on my watch list.

In Part 6 I showed you why The Philippine Stock Exchange (PSKXF) is on my watch list.

And in Part 7 last week I showed you why JG Summit Holdings (JGSMY) is on my watch list.

Out of 44 OTC ADR companies evaluated up to this point, all Filipino companies as of this writing, I’ve put 3 companies on my watch list.

This means 93% of the companies evaluated thus far have not fit my criteria and were discarded from further research.

As we continue on with this series, this number will only go higher.

Why?

Because the last time I evaluated my numbers, I invest in fewer than 1 out of every 500 companies I research.

This was years ago, so this number is probably closer now to less than 1 out of every 1000 companies I research.

If you have any questions or comments about anything in the videos 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. 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 $19 a month now.

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Jason’s Note

We just updated the Value Investing Training Vault info page here. This includes getting you into this program now for as little as $19 a month, + even more bonuses given to you now than ever before.

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Next up are the 184 US or OTC ADR listed Australian companies on this list here.

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. Check out our brand new Training Vault here. Our Training Vault still includes tens of thousands of dollars worth of training videos but now includes free mentorship, free books, and much more now for as little as $19 a month, or 81% off its normal full price.