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Learning that drives better investment decisions

In Their Own Words – Kevin Cahill’s Reflections on Dr. Deming and the Deming Institute

By Andrew Stotz | Jul 14, 2022

Kevin Cahill, President and Executive Director of the Deming Institute, reflects on growing up with Dr. Deming, learning about his grandfather’s impact on the world, and his own Deming journey.

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Should Twitter’s Shareholders Accept Elon Musk’s Offer?

By Andrew Stotz | Jul 13, 2022

Between July 2021 and January 2022, the share price dropped by half. With the rumors around Elon Musk, Twitter’s share price started to recover.

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Let’s Help Elon Musk Take a Deep Dive into Twitter’s Valuation

By Andrew Stotz | Jul 12, 2022

What’s interesting about Twitter is that it makes a better toy for Elon than an investment.

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POSCO-Thainox – World Class Benchmarking

By Become a Better Investor | Jul 11, 2022

POSCO-Thainox Public Company Limited (INOX TB): Profitable Growth rank of 2 was up compared to the prior period’s 4th rank. This is World Class performance compared to 750 medium Materials companies worldwide.

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Would You Invest in Thales if Its Profits Come from War?

By Andrew Stotz | Jul 8, 2022

What’s interesting about Thales is that the Ukrainian war has been a massive catalyst for its share price.

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Triple i Logistics – World Class Benchmarking

By Become a Better Investor | Jul 7, 2022

Triple i Logistics Public Company Limited (III TB): Profitable Growth rank of 1 was up compared to the prior period’s 2nd rank. This is World Class performance compared to 680 small Industrials companies worldwide.

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Can Walt Disney Really Hit US$100bn Revenue by 2024?

By Andrew Stotz | Jul 6, 2022

Over the past 9 years, Disney saw a 5% CAGR revenue growth, streaming platform Disney+ comprises new growth engine, and fast recovery of theme parks could drive revenue rebound.

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Asian Insulators – World Class Benchmarking

By Become a Better Investor | Jul 5, 2022

Asian Insulators Public Company Limited (AI TB): Profitable Growth rank of 3 was up compared to the prior period’s 8th rank. This is above average performance compared to 200 medium Energy companies worldwide.

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How Did Goldman Sachs Determine the Intrinsic Value of Twitter?

By Andrew Stotz | Jul 4, 2022

What’s interesting about Twitter is that Goldman Sachs evaluated Elon Musk’s offer as fair.

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My Worst Investment Ever June 2022

By Andrew Stotz | Jul 1, 2022

In June 2022, we published 13 new episodes of the My Worst Investment Ever podcast. Listen to all of them here.

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