China, Singapore, Vietnam, Korea, and Hong Kong were the only markets with a positive return in 1Q25. China was the strongest performer in USD and local terms.
Read More
In March 2025, we published 4 new episodes of the My Worst Investment Ever podcast. Listen to all of them here.
Read More
VGI Public Company Limited (VGI TB): Profitable Growth rank of 9 was up compared to the prior period’s 10th rank. This is poor performance compared to 180 medium Comm. Serv. companies worldwide.
Read More
PE hasn’t performed that well. People are getting stupider. The stock market wasn’t always US-centric. The US has the largest gold reserve. Is the recession coming?.
Read More
In this episode of Misunderstanding Quality, host Andrew Stotz and Bill Bellows discuss what not to measure when it comes to quality. Bill offers some great examples to show how organizations get it wrong, and how to get it right.
Read More
Devon Energy Corporation (DVN US): Profitable Growth rank of 2 was up compared to the prior period’s 3rd rank. This is World Class performance compared to 280 large Energy companies worldwide.
Read More
Toyota Motor Corporation (7203 JP): Profitable Growth rank of 5 was down compared to the prior period’s 4th rank. This is average performance compared to 870 large Cons. Disc. companies worldwide.
Read More
Cummins Incorporated (CMI US): Profitable Growth rank of 2 was up compared to the prior period’s 4th rank. This is World Class performance compared to 1,290 large Industrials companies worldwide.
Read More
Central Japan Railway Company (9022 JP): Profitable Growth rank of 5 was same compared to the prior period’s 5th rank. This is average performance compared to 1,290 large Industrials companies worldwide.
Read More
Gold >US$3,000/oz t. Money flowing out of the US. Trump tariffs are still low. Young pessimism. Currency risk is real.
Read MoreAS SEEN ON:
