Skip to content
Learning that drives better investment decisions

Goldcard Smart Group – World Class Benchmarking

By Become a Better Investor | Jun 19, 2023

Goldcard Smart Group Company Limited (300349 SZ): Profitable Growth rank of 5 was up compared to the prior period’s 6th rank. This is average performance compared to 820 medium Info Tech companies worldwide.

Read More

Become a Better Investor Newsletter – 17 June 2023

By Andrew Stotz | Jun 17, 2023

EU enters recession. Inflation is coming down in the US. Fed pauses rate hikes. Only 24% of stocks outperform. Tech is heading for new highs.

Read More

Why Variation Matters: Awaken Your Inner Deming (Part 3)

By Andrew Stotz | Jun 16, 2023

In this episode, Bill and Andrew discuss variation, the impossibility of true interchangeability and why we need to apply “shades of gray” thinking at work. Bill shares the key question that will take your organization beyond “meets specifications” and help improve your processes, so you can delight your customers.

Read More

Toyota vs. EV Extremists – Who is right?

By Andrew Stotz | Jun 15, 2023

What’s interesting about Toyota is that if you buy today, you get its future growth for free

Read More

Anhui Xinhua Media – World Class Benchmarking

By Become a Better Investor | Jun 14, 2023

Anhui Xinhua Media Company Limited (601801 SH): Profitable Growth rank of 6 was same compared to the prior period’s 6th rank. This is below average performance compared to 960 large Cons. Disc. companies worldwide.

Read More

A. Stotz All Weather Strategies – May 2023

By Andrew Stotz | Jun 13, 2023

All asset classes were down, Japanese stocks and Europe small caps performed the best. Performance review of our strategies in May 2023 – All Weather Inflation Guard was down 0.6%, All Weather Strategy was down 1.0%, All Weather Alpha Focus was down 2.7%. Global outlook that guides our asset allocation. New weights of our strategies.

Read More

Spark New Zealand – World Class Benchmarking

By Become a Better Investor | Jun 12, 2023

Spark New Zealand Limited (SPK NZ): Profitable Growth rank of 1 was up compared to the prior period’s 2nd rank. This is World Class performance compared to 260 large Comm. Serv. companies worldwide.

Read More

Become a Better Investor Newsletter – 10 June 2023

By Andrew Stotz | Jun 10, 2023

71% risk of a US recession. Gold outperforms stocks 2 years after yield curve inversion. 7 stocks have driven S&P 500’s YTD performance. Regulator bro goes after crypto bro. SEC is clamping down heavily on crypto.

Read More

Optimizing Diversity: Role of a Manager in Education (Part 3)

By Andrew Stotz | Jun 9, 2023

In this third discussion in a series on the Role of a Manager, David and Andrew discuss how a manager should view, and treat, people. Deming wrote, “It’s just not ranking people, it is instead recognition of differences between people and an intent to put everybody in position for development.” David applies this to education: literally looking at how to support everyone with limited resources.

Read More

ISMS 24: Larry Swedroe – Confusing Skill and Luck Can Stop You From Investing Wisely

By Andrew Stotz | Jun 8, 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 fourth episode, they talk about mistake number 7: Do you confuse skill and luck? And mistake number 8: Do you avoid passive investing because you sense a loss of control?

Read More