Skip to content
Learning that drives better investment decisions

Yutong Bus – World Class Benchmarking

By Become a Better Investor | Oct 31, 2023

Yutong Bus Company Limited (600066 SH): Profitable Growth rank of 5 was up compared to the prior period’s 7th rank. This is average performance compared to 1,450 large Industrials companies worldwide.

Read More

Sankyo – World Class Benchmarking

By Become a Better Investor | Oct 30, 2023

Sankyo Company Limited (6417 JP): Profitable Growth rank of 1 was up compared to the prior period’s 4th rank. This is World Class performance compared to 960 large Cons. Disc. companies worldwide.

Read More

Become a Better Investor Newsletter – 28 October 2023

By Andrew Stotz | Oct 28, 2023

The US dominates the World index. Not so fun to borrow anymore. It’s hard to keep up in the US. 10% drawdowns happen every 1.6 years. “War is good”.

Read More

The Student Supply Chain and Using PDSA for Improvement Deming in Schools Case Study with John Dues (Part 12)

By Andrew Stotz | Oct 27, 2023

In this series, John Dues and host Andrew Stotz discuss principles that educational systems leaders can use to guide their transformation work. This episode covers principles 4 and 5: maximize high-quality learning and work continually on the system.

Read More

ISMS 33: Fed Success! High LT Rates & Recession Coming

By Andrew Stotz | Oct 26, 2023

World yield curve inversion is falling because of rising LT rates. Rising LT rates are reducing yield curve inversion fastest in DM Americas and DM Europe. Rates are high across EMs, crushing in FMs, and low in EM Asia. France and Germany ST rates rising; DM countries have past peak yield curve inversion due to rising LT rates. Rates are low in China, which, together with India, never inverted.

Read More

Huaku Development – World Class Benchmarking

By Become a Better Investor | Oct 25, 2023

Huaku Development Company Limited (2548 TT): Profitable Growth rank of 1 was up compared to the prior period’s 2nd rank. This is World Class performance compared to 300 medium Real Estate companies worldwide.

Read More

B.Grimm Power – World Class Benchmarking

By Become a Better Investor | Oct 24, 2023

B.Grimm Power Public Company Limited (BGRIM TB): Profitable Growth rank of 10 was down compared to the prior period’s 9th rank. This is poor performance compared to 320 large Utilities companies worldwide.

Read More

Edan Instruments – World Class Benchmarking

By Become a Better Investor | Oct 23, 2023

Edan Instruments Incorporated (300206 SZ): Profitable Growth rank of 1 was up compared to the prior period’s 2nd rank. This is World Class performance compared to 410 medium Health Care companies worldwide.

Read More

Become a Better Investor Newsletter – 21 October 2023

By Andrew Stotz | Oct 21, 2023

Make US$155k to afford a house. Rates to stay permanently higher. The labor market is weakening. Wall Street no longer sees a recession. Japan is attractive for stock pickers.

Read More

Whose fault is it? Role of a Manager in Education (Part 8)

By Andrew Stotz | Oct 20, 2023

When things go wrong, who gets blamed? When things go right, who gets the credit? Dr. Deming wrote that good managers don’t play the blame/credit game. Instead, they “study results [of feedback] with the aim to improve performance.” In this episode, David Langford and host Andrew Stotz discuss getting honest feedback, how to react, and why it’s important.

Read More