Case Study Part 4: The 3 Filipino Companies I Put on My Watch List
In this series, you’ll learn my entire process from the beginning – 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.
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In Part 2, we analyzed a Filipino public company, San Miguel Corp – SMGBY.
In Part 3, we I analyzed the Philippines Robinson’s Retail – RRETY.
Today, I’m showing 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 make their valuations go lower.
Let’s get to it…
In the 9 – minute video above, I showed you the following things:
- Why I narrowed it down to these 3 companies only
- Why this is more than I expected to find
- Why the Philippines looks like a potentially great place to invest when valuations and debt levels come down
- What are the 3 companies that I added to my watch list
- Why I added these 3 companies to my watch list
- Why I invest in fewer than 1 out of every 1000 companies I look at
- 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 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.
Seriously, and I say this to all my coaching and training clients as well.
Tired of wasting time learning how to find, evaluate, and value stocks all by yourself? If you're ready to learn more today check out our Value Investing Masterclass by clicking here.
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.
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P.P.S. If you liked learning from this video make sure to check out our other case study videos on our YouTube playlist.