In May 2024, we published 4 new episodes of the My Worst Investment Ever podcast. Listen to all of them here.
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Tough times for small US businesses. Asset managers don’t expect a recession. China drives copper demand. Oil and gas are here to stay. Nvidia dominates the data center compute market.
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How can you make lasting change at your organization? Recruit your friends! In this discussion, Bill Bellows lays out his experience recruiting and working with a small group to make big changes in a large company.
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SK Telecom Company Limited (017670 KS): Profitable Growth rank of 6 was up compared to the prior period’s 7th rank. This is below average performance compared to 240 large Comm. Serv. companies worldwide.
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Tongcheng Travel Holdings Limited (780 HK): Profitable Growth rank of 1 was up compared to the prior period’s 9th rank. This is World Class performance compared to 920 large Cons. Disc. companies worldwide.
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Glory Limited (6457 JP): Profitable Growth rank of 2 was up compared to the prior period’s 10th rank. This is World Class performance compared to 1,390 large Industrials companies worldwide.
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Henan Shuanghui Investment & Development Company Limited (000895 SZ): Profitable Growth rank of 1 was same compared to the prior period’s 1st rank. This is World Class performance compared to 540 large Cons. Staples companies worldwide.
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US gov’t debt service to exceed S&P profits in 2025. Gold hits another ATH. 70%+ investment advisors allocate <1% to gold. Nvidia hits US$2.5trn market cap. Real ESG progress in the US.
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Can a 4th grade class decide on an operational definition of “joy in learning”? In part 4 of this series, educator John Dues and host Andrew Stotz discuss a real-world example of applying Deming in a classroom. This episode covers the first part of the story, with more to come in future episodes!
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Makalot Industrial Company Limited (1477 TT): Profitable Growth rank of 1 was same compared to the prior period’s 1st rank. This is World Class performance compared to 920 large Cons. Disc. companies worldwide.
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