Skip to content
Learning that drives better investment decisions

Become a Better Investor Newsletter – 23 December 2023

Join the world’s toughest valuation training

Become a Valuation Expert. Valuation Master Class Boot Camp graduates can confidently value any company in the world and possess in-demand industry skills.

Click here to learn more.

Weekly market performance

Click here to see more markets and periods.

New My Worst Investment Ever episodes

Ep759: Steve Faktor – How to Build Your Investment Future

BIO: Steve Faktor is a former Fortune-100 executive—turned entrepreneur, futurist author of Econovation, and podcaster. As Managing Director of IdeaFaktory Innovation, he helps tech, financial services, and consumer goods clients see and build the future.

STORY: Steve joins the My Worst Investment Ever podcast again, this time sharing advice on how investors can see and build their investment futures.

LEARNING: Try to understand the future by differentiating between noise and legitimate signals. Don’t let others impose on your story. Act in principle.

Access the episode’s show notes and resources

Ep758: Eric Simonson – Not All Real Estate Investments Are Made Equal

BIO: Eric Simonson is the Founder and CEO of Abundo, a financial planning firm that teaches and empowers people to take action and own their financial lives.

STORY: In 2020, during the early days of COVID-19, Eric and his wife sold their home and bought a condo because they wanted to live downtown. They later sold the condo in 2023 and lost about 10% on that home purchase.

LEARNING: Not all real estate investments are made equal. Focus on location and build quality. Don’t expect to flip new builds into a profit immediately. Don’t bet on a recovery of a big macro event.

Access the episode’s show notes and resources

Published on Become a Better Investor this week

What’s the difference between Compliance Excellence and Contextual Excellence? Is one better than the other? Which one does a Deming organization pursue? In this episode, Bill Bellows and host Andrew Stotz talk about the variety of types of excellence, and why they matter.

Listen to In Search of Excellence: Awaken Your Inner Deming (Part 11)

Honda Motor Company Limited (7267 JP): Profitable Growth rank of 6 was up compared to the prior period’s 7th rank. This is below average performance compared to 940 large Cons. Disc. companies worldwide.

Read Honda Motor – World Class Benchmarking

BYD Company Limited (002594 SZ): Profitable Growth rank of 5 was down compared to the prior period’s 2nd rank. This is average performance compared to 940 large Cons. Disc. companies worldwide.

Read BYD – World Class Benchmarking

Bayerische Motoren Werke AG (BMW GR): Profitable Growth rank of 5 was same compared to the prior period’s 5th rank. This is average performance compared to 940 large Cons. Disc. companies worldwide.

Read Bayerische Motoren Werke AG – World Class Benchmarking

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 fourteenth series, they discuss mistake number 26: Do You Fail to Compare Your Funds to Proper Benchmarks? And mistake 27: Do You Focus On Pretax Returns?

Read ISMS 37: Larry Swedroe – Pay Attention to a Fund’s Proper Benchmarks and Taxes

DISCLAIMER: This content is for information purposes only. It is not intended to be investment advice. Readers should not consider statements made by the author(s) as formal recommendations and should consult their financial advisor before making any investment decisions. While the information provided is believed to be accurate, it may include errors or inaccuracies. The author(s) cannot be held liable for any actions taken as a result of reading this article.