Unilever Indonesia – World Class Benchmarking
PT Unilever Indonesia Tbk (UNVR IJ): Profitable Growth rank of 1 was same compared to the prior period’s 1st rank. This is World Class performance compared to 560 large Cons. Staples companies worldwide.
Read MoreA. Stotz All Weather Strategies – February 2026
Asia Pacific ex Japan ex China, and Emerging Markets ex China drove outperformance. Performance review of our strategies in February 2026 – All Weather Inflation Guard gained 1.1%, All Weather Strategy gained 3.2%, All Weather Alpha Focus gained 6.4%.
Read MoreBecome a Better Investor Newsletter – 7 March 2026
Thailand and Korea hit by rising oil prices. Some Asian markets have very low oil reserves. Hormuz isn’t just about oil. Oil prices above US$100/bbl correct themselves. BYD sees massive sales drop.
Read MoreTonghua Golden-Horse Pharmaceutical Industry – World Class Benchmarking
Tonghua Golden-Horse Pharmaceutical Industry Company Limited (000766 SZ): Profitable Growth rank of 7 was up compared to the prior period’s 8th rank. This is below average performance compared to 340 medium Health Care companies worldwide.
Read MoreNutrition SC – World Class Benchmarking
Nutrition SC Public Company Limited (NTSC TB): Profitable Growth rank of 2 was up compared to the prior period’s 4th rank. This is World Class performance compared to 300 small Cons. Staples companies worldwide.
Read MoreSikarin – World Class Benchmarking
Sikarin Public Company Limited (SKR TB): Profitable Growth rank of 5 was same compared to the prior period’s 5th rank. This is average performance compared to 350 medium Health Care companies worldwide.
Read MoreAdvanced Information Technology – World Class Benchmarking
Advanced Information Technology Public Company Limited (AIT TB): Profitable Growth rank of 3 was same compared to the prior period’s 3rd rank. This is above average performance compared to 750 medium Info Tech companies worldwide.
Read MoreMy Worst Investment Ever February 2026
In February 2026, we published 1 new episode of the My Worst Investment Ever podcast. Listen to all of them here.
Read MoreBecome a Better Investor Newsletter – 28 February 2026
66% of S&P 500 stocks are outperforming. EM earnings estimates are rising the fastest. 84% of people have never used AI. Non-US equity funds saw US$17bn in inflows last week. When to buy the dip.
Read MoreFitness Matters: A Deming Success Story (Part 3)
How do you design a team off-site that actually improves your organization? In this episode, Travis Timmons breaks down the mechanics of a Deming-styled off-site team meeting—from starting months early and setting a clear aim to using pre-work, fishbone diagrams, and PDSAs to drive real change.
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