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Become a Better Investor Newsletter – 16 November 2024

By Andrew Stotz | Nov 16, 2024

Launching DOGE. DOGE sends Dogecoin to the moon. Bitcoin ETF sets record. Buffett holds 28% in cash. Milei fixed inflation in Argentina.

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Top-Down Knowledge Myth: Boosting Lean with Deming (Part 4)

By Andrew Stotz | Nov 15, 2024

In this episode, Jacob Stoller and Andrew Stotz discuss the myth that managers need to know everything in order to manage. What happens when you ask non-managers for feedback?

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Sumber Alfaria Trijaya – World Class Benchmarking

By Become a Better Investor | Nov 14, 2024

PT Sumber Alfaria Trijaya Tbk (AMRT IJ): Profitable Growth rank of 2 was same compared to the prior period’s 2nd rank. This is World Class performance compared to 540 large Cons. Staples companies worldwide.

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Shanghai Pharmaceuticals Holding – World Class Benchmarking

By Become a Better Investor | Nov 13, 2024

Shanghai Pharmaceuticals Holding Company Limited (601607 SH): Profitable Growth rank of 9 was same compared to the prior period’s 9th rank. This is poor performance compared to 360 large Health Care companies worldwide.

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Rojana Industrial Park – World Class Benchmarking

By Become a Better Investor | Nov 12, 2024

Rojana Industrial Park Public Company Limited (ROJNA TB): Profitable Growth rank of 5 was up compared to the prior period’s 7th rank. This is average performance compared to 100 medium Utilities companies worldwide.

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A. Stotz All Weather Strategies – October 2024

By Andrew Stotz | Nov 11, 2024

Gold had another great month. Performance review of our strategies in October 2024 – All Weather Inflation Guard fell 0.8%, All Weather Strategy fell 0.3%, All Weather Alpha Focus gained 0.5%.

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Become a Better Investor Newsletter – 9 November 2024

By Andrew Stotz | Nov 9, 2024

Strategists can’t predict. Moo Deng predicted Trump’s victory. Politics knocks 10 IQ points off. Europe needs to spend on defense. Nvidia is no.1.

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Enrich Your Future 18: Build a Portfolio That Can Withstand the Black Swans

By Andrew Stotz | Nov 8, 2024

In this episode of Enrich Your Future, Andrew and Larry Swedroe discuss Larry’s new book, Enrich Your Future: The Keys to Successful Investing. In this series, they discuss Chapter 18: Black Swans and Fat Tails.

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Category and Continuum Thinking: Misunderstanding Quality (Part 6)

By Andrew Stotz | Nov 7, 2024

Is quality simply a matter of two categories: good and bad? But then how do you get to “better”? In this episode, Bill Bellows and Andrew Stotz discuss categories and continuum thinking.

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PharmaEssentia – World Class Benchmarking

By Become a Better Investor | Nov 6, 2024

PharmaEssentia Corporation (6446 TT): Profitable Growth rank of 6 was up compared to the prior period’s 9th rank. This is below average performance compared to 350 medium Health Care companies worldwide.

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