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Become a Better Investor Newsletter – 8 June 2024

By Andrew Stotz | Jun 8, 2024

Bond/Gold ratio signals global financial weakness. Nvidia gains US$1trn+ and overtakes Apple. China dumps US Treasuries for Gold. Buffett likes US Treasuries, though. US$9trn of US gov’t debt maturing soon.

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How to Test for Understanding: Awaken Your Inner Deming (Part 22)

By Andrew Stotz | Jun 7, 2024

How do you know that the learning you and your colleagues are doing is leading to changes in behavior? In this episode, Bill and Andrew discuss little tests you can do to see if the transformation you’re working toward is really happening.

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Advanced Micro Devices Inc – World Class Benchmarking

By Become a Better Investor | Jun 6, 2024

Advanced Micro Devices Incorporated (AMD US): Profitable Growth rank of 8 was up compared to the prior period’s 9th rank. This is below average performance compared to 640 large Info Tech companies worldwide.

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Bluestar Adisseo – World Class Benchmarking

By Become a Better Investor | Jun 5, 2024

Bluestar Adisseo Company (600299 SH): Profitable Growth rank of 9 was down compared to the prior period’s 5th rank. This is poor performance compared to 750 large Materials companies worldwide.

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Procter & Gamble – World Class Benchmarking

By Become a Better Investor | Jun 4, 2024

Procter & Gamble Company (PG US): Profitable Growth rank of 1 was up compared to the prior period’s 2nd rank. This is World Class performance compared to 550 large Cons. Staples companies worldwide.

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My Worst Investment Ever May 2024

By Andrew Stotz | Jun 3, 2024

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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Become a Better Investor Newsletter – 1 June 2024

By Andrew Stotz | Jun 1, 2024

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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Transparency Among Friends: Awaken Your Inner Deming (Part 21)

By Andrew Stotz | May 31, 2024

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 – World Class Benchmarking

By Become a Better Investor | May 30, 2024

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 – World Class Benchmarking

By Become a Better Investor | May 29, 2024

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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