Skip to content
Learning that drives better investment decisions

Become a Better Investor Newsletter – 4 February 2023

By Andrew Stotz | Feb 4, 2023

We’ve heard about the soft landing before. The US Treasury forecasts an explosion in public debt. US equity risk premium is at a decade low. Green energy produces much toxic waste. The woke green movement is a sect.

Read More

Thriving on Chaos: Deming in Education with David P. Langford (Part 14)

By Andrew Stotz | Feb 3, 2023

In this episode, Andrew and David talk about chaos, authority, and when calming the chaos can feel like a loss of control. They explore the “psychology” aspect of Dr. Deming’s System of Profound Knowledge, and how that applies to classrooms and school systems.

Read More

ISMS 3: Will the US Have a Recession or a Soft Landing?

By Andrew Stotz | Feb 2, 2023

Never has the US gov’t caused such a massive move in GDP. The question is, “which way is GDP going?” Will we see a recession or a soft landing?

Read More

My Worst Investment Ever January 2023

By Andrew Stotz | Feb 1, 2023

In January 2023, we published 10 new episodes of the My Worst Investment Ever podcast. Listen to all of them here.

Read More

You Must Make the World a Better Place Because the Woke ESG Movement Won’t

By Alexander Wetterling | Jan 31, 2023

Your investments are about your values, and you are responsible for your decisions. Don’t consider ESG standards an easy way to be granted an indulgence.

Read More

Mitra Keluarga Karyasehat – World Class Benchmarking

By Become a Better Investor | Jan 30, 2023

PT Mitra Keluarga Karyasehat Tbk (MIKA IJ): Profitable Growth rank of 1 was same compared to the prior period’s 1st rank. This is World Class performance compared to 440 medium Health Care companies worldwide.

Read More

Become a Better Investor Newsletter – 28 January 2023

By Andrew Stotz | Jan 28, 2023

The world’s 3rd richest man accused of running a scam. Have we reached peak China?. China’s exports to the US set new records in 2022. What happens in the US matters for the rest of the world. There is value in disagreement.

Read More

How to Start Setting Operational Definitions: Deming in Education with David P. Langford (Part 13)

By Andrew Stotz | Jan 27, 2023

Now that we understand Operational Definitions (see Part 12), it’s time to figure out how to use them to get the improvements and results you want. Andrew and David talk about examples of useful Operational Definitions and how they can impact all aspects of education (and beyond!).

Read More

ISMS 2: The Man Behind the Most Successful Recession Indicator Questions It

By Andrew Stotz | Jan 26, 2023

In a recent LinkedIn post, Campbell Harvey outlined why his yield curve inversion theory, which has a perfect record of predicting recessions, may no longer work. He concludes that we may not get a recession in 2023.

Read More

Anhui Gujing Distillery – World Class Benchmarking

By Become a Better Investor | Jan 25, 2023

Anhui Gujing Distillery Company Limited (000596 SZ): Profitable Growth rank of 2 was same compared to the prior period’s 2nd rank. This is World Class performance compared to 640 large Cons. Staples companies worldwide.

Read More