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Delta Electronics (Thailand) – World Class Benchmarking

By Become a Better Investor | Jul 31, 2020

Delta Electronics (Thailand) Public Company Limited (DELTA TB): Profitable Growth rank of 6 was down compared to the prior period’s 5th rank. This is below average performance compared to 680 large Info Tech companies worldwide.

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Guan Chong – World Class Benchmarking

By Become a Better Investor | Jul 30, 2020

Guan Chong Berhad (GUAN MK): Profitable Growth rank of 2 was same compared to the prior period’s 2nd rank. This is World Class performance compared to 580 large Cons. Staples companies worldwide.

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Ichitan Group – World Class Benchmarking

By Become a Better Investor | Jul 29, 2020

Ichitan Group Public Company Limited (ICHI TB): Profitable Growth rank of 3 was down compared to the prior period’s 1st rank. This is above average performance compared to 510 medium Cons. Staples companies worldwide.

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Financial Impact of the “No Loser Policy”

By Andrew Stotz | Jul 28, 2020

Losing sucks. It hurts. If you could avoid the pain of losing, would you? If you could avoid the pain today, but suffer some consequence in the distant future, would you? How about when your kids want some sweets?

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Trees Don’t Grow to the Sky, Tech Won’t Go Up Forever

By Andrew Stotz | Jul 27, 2020

Tech companies are facing big challenges with Trump sending the regulators after them. It could be argued that they are earning monopoly profits. Trump may push them to split into Republican and Democrat Facebook, Democrats may just break them up.

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Indorama Ventures – World Class Benchmarking

By Become a Better Investor | Jul 24, 2020

Indorama Ventures Public Company Limited (IVL TB): Profitable Growth rank of 9 was same compared to the prior period’s 9th rank. This is poor performance compared to 780 large Materials companies worldwide.

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Government Pumping Money in (Or Incentivizing It) Creates Excess Demand

By Become a Better Investor | Jul 23, 2020

Chart of the Day: “When the government took over student lending in 2010 or so, we stopped doing all student lending.” – Jamie Dimon, JPMorgan chairman and CEO

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Aneka Tambang – World Class Benchmarking

By Become a Better Investor | Jul 22, 2020

PT Aneka Tambang Tbk (ANTM IJ): Profitable Growth rank of 9 was up compared to the prior period’s 10th rank. This is poor performance compared to 780 large Materials companies worldwide.

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Globalization Deflation, Localization Inflation

By Become a Better Investor | Jul 21, 2020

Chart of the Day: Things that were made globally have fallen. Things that are locally made in the US have risen massively.

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If Japan Can… Why Can’t We?

By Andrew Stotz | Jul 20, 2020

Nothing stopping the US government now. Be like Japan? Stagnant wages, three decades of zero inflation. Be like Japan? A two-decade 60% fall in the market, despite low interest rates.

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