Become a Better Investor Newsletter – 16 November 2024
Launching DOGE. DOGE sends Dogecoin to the moon. Bitcoin ETF sets record. Buffett holds 28% in cash. Milei fixed inflation in Argentina.
Read MoreTop-Down Knowledge Myth: Boosting Lean with Deming (Part 4)
In this episode, Jacob Stoller and Andrew Stotz discuss the myth that managers need to know everything in order to manage. What happens when you ask non-managers for feedback?
Read MoreSumber Alfaria Trijaya – World Class Benchmarking
PT Sumber Alfaria Trijaya Tbk (AMRT IJ): Profitable Growth rank of 2 was same compared to the prior period’s 2nd rank. This is World Class performance compared to 540 large Cons. Staples companies worldwide.
Read MoreShanghai Pharmaceuticals Holding – World Class Benchmarking
Shanghai Pharmaceuticals Holding Company Limited (601607 SH): Profitable Growth rank of 9 was same compared to the prior period’s 9th rank. This is poor performance compared to 360 large Health Care companies worldwide.
Read MoreRojana Industrial Park – World Class Benchmarking
Rojana Industrial Park Public Company Limited (ROJNA TB): Profitable Growth rank of 5 was up compared to the prior period’s 7th rank. This is average performance compared to 100 medium Utilities companies worldwide.
Read MoreA. Stotz All Weather Strategies – October 2024
Gold had another great month. Performance review of our strategies in October 2024 – All Weather Inflation Guard fell 0.8%, All Weather Strategy fell 0.3%, All Weather Alpha Focus gained 0.5%.
Read MoreBecome a Better Investor Newsletter – 9 November 2024
Strategists can’t predict. Moo Deng predicted Trump’s victory. Politics knocks 10 IQ points off. Europe needs to spend on defense. Nvidia is no.1.
Read MoreEnrich Your Future 18: Build a Portfolio That Can Withstand the Black Swans
In this episode of Enrich Your Future, Andrew and Larry Swedroe discuss Larry’s new book, Enrich Your Future: The Keys to Successful Investing. In this series, they discuss Chapter 18: Black Swans and Fat Tails.
Read MoreCategory and Continuum Thinking: Misunderstanding Quality (Part 6)
Is quality simply a matter of two categories: good and bad? But then how do you get to “better”? In this episode, Bill Bellows and Andrew Stotz discuss categories and continuum thinking.
Read MorePharmaEssentia – World Class Benchmarking
PharmaEssentia Corporation (6446 TT): Profitable Growth rank of 6 was up compared to the prior period’s 9th rank. This is below average performance compared to 350 medium Health Care companies worldwide.
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