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Learning that drives better investment decisions

Taiwan Was the Best Performer in Asia in 2024

By Andrew Stotz | Jan 2, 2025

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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My Worst Investment Ever December 2024

By Andrew Stotz | Jan 1, 2025

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 – World Class Benchmarking

By Become a Better Investor | Dec 31, 2024

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 – World Class Benchmarking

By Become a Better Investor | Dec 30, 2024

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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Become a Better Investor Newsletter – 28 December 2024

By Andrew Stotz | Dec 28, 2024

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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Beyond Looking Good: Misunderstanding Quality (Part 8)

By Andrew Stotz | Dec 27, 2024

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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SATS Ltd – World Class Benchmarking

By Become a Better Investor | Dec 26, 2024

SATS Limited (SATS SP): Profitable Growth rank of 9 was same compared to the prior period’s 9th rank. This is poor performance compared to 1,370 large Industrials companies worldwide.

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Samsung Biologics – World Class Benchmarking

By Become a Better Investor | Dec 25, 2024

Samsung Biologics Company Limited (207940 KS): Profitable Growth rank of 4 was up compared to the prior period’s 5th rank. This is above average performance compared to 360 large Health Care companies worldwide.

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ENN Natural Gas – World Class Benchmarking

By Become a Better Investor | Dec 24, 2024

ENN Natural Gas Company Limited (600803 SH): Profitable Growth rank of 4 was up compared to the prior period’s 5th rank. This is above average performance compared to 740 large Materials companies worldwide.

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MIXI – World Class Benchmarking

By Become a Better Investor | Dec 23, 2024

MIXI Incorporated (2121 JP): Profitable Growth rank of 5 was same compared to the prior period’s 5th rank. This is average performance compared to 250 large Comm. Serv. companies worldwide.

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