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Mitsui Soko Holdings – World Class Benchmarking

By Become a Better Investor | Jul 17, 2023

Mitsui Soko Holdings Company Limited (9302 JP): Profitable Growth rank of 3 was up compared to the prior period’s 4th rank. This is above average performance compared to 1,440 large Industrials companies worldwide.

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Become a Better Investor Newsletter – 15 July 2023

By Andrew Stotz | Jul 15, 2023

US inflation is down to 3%. The final leg of inflation is harder to break. More people fail to pay credit card bills. US mortgage rate reaches new highs. Tech PEG at Dotcom levels.

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Secret Weapon for Improvement: Deming in Schools Case Study with John Dues (Part 5)

By Andrew Stotz | Jul 14, 2023

Is there a secret weapon for improvement? Yes! John and Andrew discuss how students fit into improvement projects – and how that translates to businesses.

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Matahari Department Store – World Class Benchmarking

By Become a Better Investor | Jul 13, 2023

PT Matahari Department Store Tbk (LPPF IJ): Profitable Growth rank of 1 was up compared to the prior period’s 2nd rank. This is World Class performance compared to 910 medium Cons. Disc. companies worldwide.

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NCSOFT Corp – World Class Benchmarking

By Become a Better Investor | Jul 12, 2023

NCSOFT Corporation (036570 KS): Profitable Growth rank of 2 was same compared to the prior period’s 2nd rank. This is World Class performance compared to 260 large Comm. Serv. companies worldwide.

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A. Stotz All Weather Strategies – June 2023

By Andrew Stotz | Jul 11, 2023

Strong equity rebound; Japan and Tech were the best performers. Performance review of our strategies in June 2023 – All Weather Inflation Guard was up 1.2%, All Weather Strategy was up 2.9%, All Weather Alpha Focus was up 2.3%. Global outlook that guides our asset allocation.

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Shandong Humon Smelting – World Class Benchmarking

By Become a Better Investor | Jul 10, 2023

Shandong Humon Smelting Company Limited (002237 SZ): Profitable Growth rank of 8 was up compared to the prior period’s 9th rank. This is below average performance compared to 840 large Materials companies worldwide.

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Become a Better Investor Newsletter – 8 July 2023

By Andrew Stotz | Jul 8, 2023

US core inflation lower than expected. The service sector holds up the economy. Bankruptcies peak at the end of a recession. Extremely low earnings yield for S&P 500. The top 1% is recovering.

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The End of Perfection: Awaken Your Inner Deming (Part 4)

By Andrew Stotz | Jul 7, 2023

What’s the difference between “perfect” and “that will work?” We use them interchangeably all the time. In this episode, Bill and Andrew discuss what “perfect” means and why it’s standing in the way of innovation and improvement at work and at home.

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ISMS 26: Larry Swedroe – Are You Subject to the Endowment Effect or the Hot Streak Fallacy?

By Andrew Stotz | Jul 6, 2023

In this episode of Investment Strategy Made Simple (ISMS), Andrew and Larry discuss two chapters of Larry’s book Investment Mistakes Even Smart Investors Make and How to Avoid Them. In this seventh episode, they talk about mistake number 11: Do you let the price paid affect your decision to continue to hold an asset? And mistake number 12: Are you subject to the fallacy of the hot streak?

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