Become a Better Investor Newsletter – 21 March 2026
Traditional correlations are breaking down. US inflation ticking up. Private credit doesn’t look good. Chinese home prices fall further. Non-green energy security.
Read MoreFitness Matters: A Deming Success Story (Part 4)
How do you run an offsite that actually changes performance — not just conversations? In this episode, Travis Timmons and Kelly Allan share with Andrew Stotz what happened during the Fitness Matters off-site.
Read MoreTSH Resources – World Class Benchmarking
TSH Resources Berhad (TSH MK): Profitable Growth rank of 3 was up compared to the prior period’s 6th rank. This is above average performance compared to 440 medium Cons. Staples companies worldwide.
Read MorePromotora y Operadora de Infraestructura SAB de CV – World Class Benchmarking
Promotora y Operadora de Infraestructura SAB de CV (PINFRA* MM): Profitable Growth rank of 1 was up compared to the prior period’s 2nd rank. This is World Class performance compared to 1,390 large Industrials companies worldwide.
Read MoreHisense Home Appliances Group – World Class Benchmarking
Hisense Home Appliances Group Company Limited (000921 SZ): Profitable Growth rank of 5 was same compared to the prior period’s 5th rank. This is average performance compared to 920 large Cons. Disc. companies worldwide.
Read MoreStar Petroleum Refining – World Class Benchmarking
Star Petroleum Refining Public Company Limited (SPRC TB): Profitable Growth rank of 5 was up compared to the prior period’s 6th rank. This is average performance compared to 290 large Energy companies worldwide.
Read MoreBecome a Better Investor Newsletter – 14 March 2026
Asia is the most dependent on Middle Eastern oil. Fertilizer stops with a closed Hormuz. Iran attacked Thai-flagged vessel. Private credit defaults continue to rise. Remember, free market capitalism is the only way.
Read MoreThe Courage to Not React
What do you do when a new data point drops—and all eyes turn to you? In this episode, John Dues and Andrew Stotz explore the leadership discipline required when performance data changes.
Read MoreIchitan Group – World Class Benchmarking
Ichitan Group Public Company Limited (ICHI TB): Profitable Growth rank of 2 was same compared to the prior period’s 2nd rank. This is World Class performance compared to 440 medium Cons. Staples companies worldwide.
Read MoreGraincorp – World Class Benchmarking
GrainCorp Limited (GNC AU): Profitable Growth rank of 8 was up compared to the prior period’s 9th rank. This is below average performance compared to 560 large Cons. Staples companies worldwide.
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