Vallourec SA (VK FP): Profitable Growth rank of 2 was up compared to the prior period’s 4th rank. This is World Class performance compared to 340 large Energy companies worldwide.
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King Slide Works Company Limited (2059 TT): Profitable Growth rank of 1 was up compared to the prior period’s 2nd rank. This is World Class performance compared to 700 medium Info Tech companies worldwide.
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The world is better. Concentrated S&P 500 performance. US$ is massively overvalued. EU regulates. Keep investing simple.
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Before you start solving a problem, you need to know what, precisely, you’re trying to solve. In this episode, John Dues and Andrew Stotz talk about how to figure out the problem on which you will focus your team’s efforts.
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Taiwan, Singapore, China, Malaysia, India and Philippines were the only markets with a positive return in 2024. Taiwan was the strongest performer in USD and local terms.
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In December 2024, we published 3 new episodes of the My Worst Investment Ever podcast. Listen to all of them here.
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Bangkok Dusit Medical Services Public Company Limited (BDMS TB): Profitable Growth rank of 2 was up compared to the prior period’s 3rd rank. This is World Class performance compared to 360 large Health Care companies worldwide.
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Games Workshop Group PLC (GAW LN): Profitable Growth rank of 1 was same compared to the prior period’s 1st rank. This is World Class performance compared to 830 medium Cons. Disc. companies worldwide.
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Small caps continue to underperform. Russia uses BTC to get around sanctions. EU has imported a lot of Russian fossils. Inflation matters. Diamonds don’t store value.
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In this episode, Bill Bellows and Andrew Stotz dive further into acceptability versus desirability in the quality world. Is it enough that something is “good” – meets requirements – or do you need to focus on degrees of “good”? How can you tell the difference?
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