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Learning that drives better investment decisions

ISMS 37: Larry Swedroe – Pay Attention to a Fund’s Proper Benchmarks and Taxes

By Andrew Stotz | Dec 18, 2023

In this episode of Investment Strategy Made Simple (ISMS), Andrew gets into part two of his discussion with Larry Swedroe: Ignorance is Bliss. Today, they discuss two chapters of Larry’s book Investment Mistakes Even Smart Investors Make and How to Avoid Them. In this fourteenth series, they discuss mistake number 26: Do You Fail to Compare Your Funds to Proper Benchmarks? And mistake 27: Do You Focus On Pretax Returns?

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Become a Better Investor Newsletter – 16 December 2023

By Andrew Stotz | Dec 16, 2023

US core inflation down to 4%. Fed continues to pause. US stock valuations at crazy (?) levels. Milei starts shock treatment. Oil is forecasted to be in oversupply.

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Drive Out Fear: Deming in Schools Case Study (Part 14)

By Andrew Stotz | Dec 15, 2023

What causes fear in an organization? How is fear hurting employee morale, productivity, and overall performance? What great things can happen when you remove fear? In this episode, John Dues and host Andrew Stotz talk about fear, and how managers can get rid of it.

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Toyota Motor – World Class Benchmarking

By Become a Better Investor | Dec 14, 2023

Toyota Motor Corporation (7203 JP): Profitable Growth rank of 6 was up compared to the prior period’s 7th rank. This is below average performance compared to 940 large Cons. Disc. companies worldwide.

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A. Stotz All Weather Strategies – November 2023

By Andrew Stotz | Dec 13, 2023

Big rebound in equity; everything up except commodities. Performance review of our strategies in November 2023 – All Weather Inflation Guard gained 4.2%, All Weather Strategy gained 6.2%, All Weather Alpha Focus gained 6.4%. Global outlook that guides our asset allocation.

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Genting – World Class Benchmarking

By Become a Better Investor | Dec 12, 2023

Genting Berhad (GENT MK): Profitable Growth rank of 9 was down compared to the prior period’s 8th rank. This is poor performance compared to 960 large Cons. Disc. companies worldwide.

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Ningbo Sanxing Medical Electric – World Class Benchmarking

By Become a Better Investor | Dec 11, 2023

Ningbo Sanxing Medical Electric Company Limited (601567 SH): Profitable Growth rank of 2 was up compared to the prior period’s 3rd rank. This is World Class performance compared to 1,450 large Industrials companies worldwide.

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Become a Better Investor Newsletter – 9 December 2023

By Andrew Stotz | Dec 9, 2023

One of the great has left us. Rules for thee but not for me. Elon says “f*ck them” to virtue signallers. China and Saudi Arabia trade a lot. Kyrgyzstan loves German vehicles.

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Are You Expecting Perfection? Role of a Manager in Education (Part 11)

By Andrew Stotz | Dec 8, 2023

Perfection may be your goal, but unless you create an artificial environment, you’re not going to get it. David Langford and host Andrew Stotz discuss how good managers/teachers let go of perfection and, instead, understand variation, then work on the system to produce better and better outcomes for everyone.

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Emperador – World Class Benchmarking

By Become a Better Investor | Dec 7, 2023

Emperador Incorporated (EMI PM): Profitable Growth rank of 4 was same compared to the prior period’s 4th rank. This is above average performance compared to 570 large Cons. Staples companies worldwide.

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