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Learning that drives better investment decisions

Understanding Shades of Variation: Awaken Your Inner Deming (Part 8)

By Andrew Stotz | Oct 6, 2023

In this episode, Bill and Andrew discuss the shades of variation: meeting requirements, accuracy, precision, and precision around variety. Is reducing variation to zero a good thing? Plus, Bill and Andrew share stories that offer practical ways to think about these concepts.

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Taiwan Was the Best Performer in Asia in 9M23

By Andrew Stotz | Oct 5, 2023

Asian markets were down in 9M23 except for Taiwan, India, Korea, Vietnam, and Indonesia. Taiwan was the strongest performer in USD and local terms.

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Daiichikosho – World Class Benchmarking

By Become a Better Investor | Oct 4, 2023

Daiichikosho Company Limited (7458 JP): Profitable Growth rank of 2 was up compared to the prior period’s 9th rank. This is World Class performance compared to 250 large Comm. Serv. companies worldwide.

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Tangshan Port Group – World Class Benchmarking

By Become a Better Investor | Oct 3, 2023

Tangshan Port Group Company Limited (601000 SH): Profitable Growth rank of 3 was same compared to the prior period’s 3rd rank. This is above average performance compared to 1,460 large Industrials companies worldwide.

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My Worst Investment Ever September 2023

By Andrew Stotz | Oct 2, 2023

In September 2023, we published 9 new episodes of the My Worst Investment Ever podcast. Listen to all of them here.

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Become a Better Investor Newsletter – 30 September 2023

By Andrew Stotz | Sep 30, 2023

Long-term US Treasuries reach a new low. 7 stocks drive the S&P 500. Small caps & EM dominated the 2000s. Gold trades at a premium in China. German house prices in free-fall.

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Starting the Transformation: Deming in Schools Case Study with John Dues (Part 10)

By Andrew Stotz | Sep 29, 2023

In this episode, John and Andrew shift from management myths (don’t do this) to principles for transformation (do this instead) based on Deming’s 14 Points for Management. This episode introduces the principles and the context you need to get started.

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Uni-President Enterprises – World Class Benchmarking

By Become a Better Investor | Sep 28, 2023

Uni-President Enterprises Corporation (1216 TT): Profitable Growth rank of 7 was up compared to the prior period’s 8th rank. This is below average performance compared to 560 large Cons. Staples companies worldwide.

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Central Japan Railway – World Class Benchmarking

By Become a Better Investor | Sep 27, 2023

Central Japan Railway Company (9022 JP): Profitable Growth rank of 7 was up compared to the prior period’s 9th rank. This is below average performance compared to 1,460 large Industrials companies worldwide.

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Tasly Pharmaceutical Group – World Class Benchmarking

By Become a Better Investor | Sep 26, 2023

Tasly Pharmaceutical Group Company Limited (600535 SH): Profitable Growth rank of 8 was up compared to the prior period’s 9th rank. This is below average performance compared to 380 large Health Care companies worldwide.

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