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PTT – World Class Benchmarking

By Become a Better Investor | Apr 3, 2024

PTT Public Company Limited (PTT TB): Profitable Growth rank of 9 was down compared to the prior period’s 8th rank. This is poor performance compared to 320 large Energy companies worldwide.

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Taiwan Was the Best Performer in Asia in 1Q24

By Andrew Stotz | Apr 2, 2024

Asian markets were up in 1Q24 except for China, Thailand and Hong Kong in local currencies. Taiwan was the strongest performer in USD and local terms.

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My Worst Investment Ever March 2024

By Andrew Stotz | Apr 1, 2024

In March 2024, we published 7 new episodes of the My Worst Investment Ever podcast. Listen to all of them here.

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Become a Better Investor Newsletter – 30 March 2024

By Andrew Stotz | Mar 30, 2024

Fed has US$1trn in unrealized losses. The 2nd wave of inflation. China is buying gold. Japan’s 34-year drawdown is rookie numbers. Daniel Kahneman has left us.

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Get Off Of My Cloud: Awaken Your Inner Deming (Part 16)

By Andrew Stotz | Mar 29, 2024

“The Cloud” is a metaphor for the top level of corporate authority – the CEO, CFO, CTO and maybe some Vice President positions. And if you’re trying to transform an organization, your ideas need to penetrate the Cloud – but how? In this episode, Bill Bellows and host Andrew Stotz talk about influencing others with the aim of transformation.

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ISMS 40: Larry Swedroe – Market vs. Hedge Fund Managers’ Efficiency

By Andrew Stotz | Mar 28, 2024

In this episode of Investment Strategy Made Simple (ISMS), Andrew gets into part two of his discussion with Larry Swedroe: Ignorance is Bliss. Today, they discuss two chapters of Larry’s book Investment Mistakes Even Smart Investors Make and How to Avoid Them. In this series, they discuss mistake 30: Do You Fail to Understand the Tyranny of the Efficiency of the Market? And mistake 31: Do You Believe Hedge Fund Managers Deliver Superior Performance?

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LVMH Moet Hennessy Louis Vuitton SE – World Class Benchmarking

By Become a Better Investor | Mar 27, 2024

LVMH Moet Hennessy Louis Vuitton SE (MC FP): Profitable Growth rank of 2 was same compared to the prior period’s 2nd rank. This is World Class performance compared to 880 large Cons. Disc. companies worldwide.

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Hermès International SCA – World Class Benchmarking

By Become a Better Investor | Mar 26, 2024

Hermès International SCA (RMS FP): Profitable Growth rank of 1 was same compared to the prior period’s 1st rank. This is World Class performance compared to 880 large Cons. Disc. companies worldwide.

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Hankook Tire & Technology – World Class Benchmarking

By Become a Better Investor | Mar 25, 2024

Hankook Tire & Technology Company Limited (161390 KS): Profitable Growth rank of 4 was same compared to the prior period’s 4th rank. This is above average performance compared to 960 large Cons. Disc. companies worldwide.

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Become a Better Investor Newsletter – 23 March 2024

By Andrew Stotz | Mar 23, 2024

BoJ moves to positive rates. QE since 2008. We’re quickly getting poorer. Emerging markets go with coal. Market volatility is a fee.

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