Become a Better Investor Newsletter – 10 February 2024
China faces deflation. India gets China money. Time to buy Alibaba?. Fidelity adds BTC to portfolios. Time to get real about green energy.
Read MoreThe Unhurried Conversation: Role of a Manager in Education (Part 13)
What are unhurried conversations, and why should managers prioritize them? In this episode, David Langford and host Andrew Stotz talk about the kinds of conversations managers should be having with their team members.
Read MoreWeichai Power – World Class Benchmarking
Weichai Power Company Limited (000338 SZ): Profitable Growth rank of 7 was up compared to the prior period’s 8th rank. This is below average performance compared to 1,460 large Industrials companies worldwide.
Read MoreTitagarh Rail Systems – World Class Benchmarking
Titagarh Rail Systems Limited (TITAGARH IN): Profitable Growth rank of 4 was up compared to the prior period’s 5th rank. This is above average performance compared to 1,310 medium Industrials companies worldwide.
Read MoreRobinsons Land Corp – World Class Benchmarking
Robinsons Land Corporation (RLC PM): Profitable Growth rank of 3 was up compared to the prior period’s 4th rank. This is above average performance compared to 310 medium Real Estate companies worldwide.
Read MoreCapcom – World Class Benchmarking
Capcom Company Limited (9697 JP): Profitable Growth rank of 1 was same compared to the prior period’s 1st rank. This is World Class performance compared to 260 large Comm. Serv. companies worldwide.
Read MoreBecome a Better Investor Newsletter – 3 February 2024
What if Japan re-rated to 1x PB?. Non-US equity isn’t expensive. We’re due for war. Deficit spending avoids recession. Market wizard Nancy Pelosi does it again.
Read MoreEliminate Arbitrary Numerical Targets: Deming in Schools Case Study (Part 17)
Quotas, arbitrary targets, work standards with numerical goals – these don’t seem to apply to schools. But, as John Dues and host Andrew Stotz discuss, quotas show up a lot in classrooms, causing harm and preventing improvement.
Read MoreMy Worst Investment Ever January 2024
In January 2024, we published 8 new episodes of the My Worst Investment Ever podcast. Listen to all of them here.
Read MoreFerrari NV – World Class Benchmarking
Ferrari NV (RACE IM): Profitable Growth rank of 1 was up compared to the prior period’s 2nd rank. This is World Class performance compared to 960 large Cons. Disc. companies worldwide.
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