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Become a Better Investor Newsletter – 30 March 2024

By Andrew Stotz | Mar 30, 2024

Fed has US$1trn in unrealized losses. The 2nd wave of inflation. China is buying gold. Japan’s 34-year drawdown is rookie numbers. Daniel Kahneman has left us.

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Get Off Of My Cloud: Awaken Your Inner Deming (Part 16)

By Andrew Stotz | Mar 29, 2024

“The Cloud” is a metaphor for the top level of corporate authority – the CEO, CFO, CTO and maybe some Vice President positions. And if you’re trying to transform an organization, your ideas need to penetrate the Cloud – but how? In this episode, Bill Bellows and host Andrew Stotz talk about influencing others with the aim of transformation.

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ISMS 40: Larry Swedroe – Market vs. Hedge Fund Managers’ Efficiency

By Andrew Stotz | Mar 28, 2024

In this episode of Investment Strategy Made Simple (ISMS), Andrew gets into part two of his discussion with Larry Swedroe: Ignorance is Bliss. Today, they discuss two chapters of Larry’s book Investment Mistakes Even Smart Investors Make and How to Avoid Them. In this series, they discuss mistake 30: Do You Fail to Understand the Tyranny of the Efficiency of the Market? And mistake 31: Do You Believe Hedge Fund Managers Deliver Superior Performance?

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LVMH Moet Hennessy Louis Vuitton SE – World Class Benchmarking

By Become a Better Investor | Mar 27, 2024

LVMH Moet Hennessy Louis Vuitton SE (MC FP): Profitable Growth rank of 2 was same compared to the prior period’s 2nd rank. This is World Class performance compared to 880 large Cons. Disc. companies worldwide.

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Hermès International SCA – World Class Benchmarking

By Become a Better Investor | Mar 26, 2024

Hermès International SCA (RMS FP): Profitable Growth rank of 1 was same compared to the prior period’s 1st rank. This is World Class performance compared to 880 large Cons. Disc. companies worldwide.

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Hankook Tire & Technology – World Class Benchmarking

By Become a Better Investor | Mar 25, 2024

Hankook Tire & Technology Company Limited (161390 KS): Profitable Growth rank of 4 was same compared to the prior period’s 4th rank. This is above average performance compared to 960 large Cons. Disc. companies worldwide.

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Become a Better Investor Newsletter – 23 March 2024

By Andrew Stotz | Mar 23, 2024

BoJ moves to positive rates. QE since 2008. We’re quickly getting poorer. Emerging markets go with coal. Market volatility is a fee.

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Commit to Transformation: Deming in Schools Case Study (Part 20)

By Andrew Stotz | Mar 22, 2024

What does it mean to “commit” to transformation? What does “transformation” mean? In this episode, John Dues and host Andrew Stotz discuss Point 14 of Dr. Deming’s 14 Points for Management – with John’s interpretations for educators.

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Rumo SA – World Class Benchmarking

By Become a Better Investor | Mar 21, 2024

Rumo SA (RAIL3 BZ): Profitable Growth rank of 8 was down compared to the prior period’s 7th rank. This is below average performance compared to 1,460 large Industrials companies worldwide.

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Stellantis NV – World Class Benchmarking

By Become a Better Investor | Mar 20, 2024

Stellantis NV (STLAM IM): Profitable Growth rank of 2 was same compared to the prior period’s 2nd rank. This is World Class performance compared to 960 large Cons. Disc. companies worldwide.

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