China Was the Best Performer in Asia in 1Q25
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 MoreMy Worst Investment Ever March 2025
In March 2025, we published 4 new episodes of the My Worst Investment Ever podcast. Listen to all of them here.
Read MoreVGI – World Class Benchmarking
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 MoreBecome a Better Investor Newsletter – 29 March 2025
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 MoreTo Improve Quality Don’t Measure Quality: Misunderstanding Quality (Part 11)
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 MoreDevon Energy Corp – World Class Benchmarking
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 MoreToyota Motor – World Class Benchmarking
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 MoreCummins – World Class Benchmarking
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 MoreCentral Japan Railway – World Class Benchmarking
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 MoreBecome a Better Investor Newsletter – 22 March 2025
Gold >US$3,000/oz t. Money flowing out of the US. Trump tariffs are still low. Young pessimism. Currency risk is real.
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