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Learning that drives better investment decisions

The Red Bead Experiment: Misunderstanding Quality (Part 5)

By Andrew Stotz | Oct 18, 2024

What can Dr. Deming’s famous Red Bead Experiment teach us about quality? What happens when you only focus on the bad, and ignore the good? In this episode Bill Bellows and Andrew Stotz discuss acceptability vs desirability in the context of the Red Beads and a few of the 14 Points for Management.

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SVI – World Class Benchmarking

By Become a Better Investor | Oct 17, 2024

SVI Public Company Limited (SVI TB): Profitable Growth rank of 3 was up compared to the prior period’s 5th rank. This is above average performance compared to 700 medium Info Tech companies worldwide.

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Pop Mart International Group Ltd – World Class Benchmarking

By Become a Better Investor | Oct 16, 2024

Pop Mart International Group Limited (9992 HK): Profitable Growth rank of 1 was up compared to the prior period’s 2nd rank. This is World Class performance compared to 910 large Cons. Disc. companies worldwide.

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Santen Pharmaceutical – World Class Benchmarking

By Become a Better Investor | Oct 15, 2024

Santen Pharmaceutical Company Limited (4536 JP): Profitable Growth rank of 1 was up compared to the prior period’s 2nd rank. This is World Class performance compared to 360 large Health Care companies worldwide.

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Mitra Keluarga Karyasehat – World Class Benchmarking

By Become a Better Investor | Oct 14, 2024

PT Mitra Keluarga Karyasehat Tbk (MIKA IJ): Profitable Growth rank of 1 was up compared to the prior period’s 2nd rank. This is World Class performance compared to 350 medium Health Care companies worldwide.

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Become a Better Investor Newsletter – 12 October 2024

By Andrew Stotz | Oct 12, 2024

Lost decades are common. Blackrock–the new BTC maxi. US creates more gov’t jobs. China sees record drop. Peak obesity in the US.

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Setting the Challenge: Path for Improvement (Part 2)

By Andrew Stotz | Oct 11, 2024

In this episode, John Dues and Andrew Stotz discuss the first part of John’s path for improvement model – setting the challenge. Using an example from United Schools Network, John explains their aspirations for cutting chronic absenteeism rates.

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Goertek – World Class Benchmarking

By Become a Better Investor | Oct 10, 2024

Goertek Incorporated (002241 SZ): Profitable Growth rank of 1 was up compared to the prior period’s 9th rank. This is World Class performance compared to 630 large Info Tech companies worldwide.

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AGL Energy – World Class Benchmarking

By Become a Better Investor | Oct 9, 2024

AGL Energy Limited (AGL AU): Profitable Growth rank of 3 was up compared to the prior period’s 10th rank. This is above average performance compared to 290 large Utilities companies worldwide.

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Pakuwon Jati – World Class Benchmarking

By Become a Better Investor | Oct 8, 2024

PT Pakuwon Jati Tbk (PWON IJ): Profitable Growth rank of 2 was same compared to the prior period’s 2nd rank. This is World Class performance compared to 290 medium Real Estate companies worldwide.

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