But has he bought into the “mai pen rai” means nevermind mentality too much?

He is famous as the #1 investment guru around. But as a non-member I have no idea how to value his winning picks because I don’t have access to his portfolio and historicals.

(BD: Fred check comment above, Paul grants free access since September ’09.)

Got this email from Paul:

“The membership was for years 640 euros per year. No more. My professional viewpoints are now totally free for all. It’s time to give/share back on what has been a long success story here, investment-wise.”

BangkokDan

“Give us a model stock portfolio Paul and I’ll buy anything!” … so to say.

The hardest unknowns remain the cycles. Smaller caps and a healthy technical analysis – but unless you don’t subscribe to a hefty yearly membership Renaud doesn’t open any book.

Why should he, it’s not less legalized gambling than trading in larger caps. Exact science anyone?

Interesting take on the voting monkeys Peter Hall.

Don’t wanna go into all the obvious hardcore racism issues, but that Roti Boy – got copied immediately.

Got destroyed not only by a fading fad, but by its own success.

Anything highflier in Thailand finds its floor again pretty soon.

BangkokDan

The Roti Boy marketing scheme that had consumers queing up 200 meters on Sala Deang a few years back resonates of todays PAD’s propaganda hold on a part of the Thai phsyche; a fad only to be dropped a few weeks later, even when that genuinely intoxicating cinnamon waft still enticed. This was a true pollster’s lesson on Thai’s middle class in-consistence and faithlessness to anything that didnt reflect them or had a past due-date attached. Jumping ship had nothing to do with the quality, but simply a result of communal adhesion to peer acceptance. Back to the 5 baht mama noodles. Corruption and nepotism knows it’s noodles.

Grand movements to stem democracy are afoot before a child-like nation realizes there is an alternative to patronage and slavery to corruption, and that the tools are called democratic instruments.

They are using these tools in Angola today, those disenfranchised people; unfortunately, most Thais consider those people as monkeys … how sad it is that this superiority-induced limited vision is for the people who have yet to have a take on their own destiny …

This is happening in Thailand now?!

This guy is great! I mean his whole article is surreal. But this quote more than others.

Alternative energy and reducing pollution? … In Thailand? Ah ah ah

Yes I think Paul is living in another country, starting maybe with the letter T but definitely not Thailand.

Let be serious for a moment …

And another big mistake of Paul: The political crisis.

Same same before long time no problem cheap bargain okay?

This is basically what he’s telling us (I paraphrase).

No sir. You should read my blog. The political crisis today is TOTALLY DIFFERENT from the crisis before.

I mean even the mainstream press starts to speak about it.

As for the SET and the state of the Thai economy … well … here too Paul should look around better.

There is one fundamental mistake that stocks pickers do over and over again: The rear mirror principle.

When people cheer up because profits from companies listed on the SET went up during the first semester … And then, when those people calculate P/E ratios, according to these figures … I say: So what? This is the past. It’s irrelevant.

It should be irrelevant.

It has to be irrelevant.

What is important is tomorrow.

Now, if Paul dares to say that the perspectives for the Thai economy in the short and mid term are … very good, then well … I guess I would have to, my turn, “help reduce global warming and pollution, to increase new alternative energy use.”