In September 2026, we published 2 new episodes of the My Worst Investment Ever podcast. Listen to all of them here.
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PTT Global Chemical Public Company Limited (PTTGC TB): Profitable Growth rank of 8 was up compared to the prior period’s 9th rank. This is below average performance compared to 800 large Materials companies worldwide.
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Tesco PLC (TSCO LN): Profitable Growth rank of 6 was up compared to the prior period’s 7th rank. This is below average performance compared to 630 large Cons. Staples companies worldwide.
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CK Hutchison Holdings Limited (1 HK): Profitable Growth rank of 8 was up compared to the prior period’s 9th rank. This is below average performance compared to 1,410 large Industrials companies worldwide.
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In this episode, John Dues joins Andrew Stotz to dig into a puzzle Dr. Deming pointed to decades ago: “Experience without theory teaches nothing.” John unpacks what Deming meant: experience doesn’t come with its own explanation. It can answer a question, but only if you’re asking one in the first place. Without a theory of why something works, all that hard-won experience just repeats itself.
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MIXI Incorporated (2121 JP): Profitable Growth rank of 2 was up compared to the prior period’s 5th rank. This is World Class performance compared to 240 large Comm. Serv. companies worldwide.
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Sino Geophysical Company Limited (002281 SZ): Profitable Growth rank of 1 was up compared to the prior period’s 3rd rank. This is World Class performance compared to 130 small Energy companies worldwide.
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Ta Chen Stainless Pipe Company Limited (2027 TT): Profitable Growth rank of 4 was up compared to the prior period’s 7th rank. This is above average performance compared to 800 large Materials companies worldwide.
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Prima Marine Public Company Limited (PRM TB): Profitable Growth rank of 3 was down compared to the prior period’s 2nd rank. This is above average performance compared to 160 medium Energy companies worldwide
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In this episode, Balaji Reddie and host Andrew Stotz unpack why one Ford manager’s decision to fire his inspection team missed the point entirely. They explain how inspection can help leaders understand and improve the process, rather than simply sort good from bad.
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