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Learning that drives better investment decisions

Define the Problem: Path for Improvement (Part 5)

By Andrew Stotz | Jan 3, 2025

Before you start solving a problem, you need to know what, precisely, you’re trying to solve. In this episode, John Dues and Andrew Stotz talk about how to figure out the problem on which you will focus your team’s efforts.

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Taiwan Was the Best Performer in Asia in 2024

By Andrew Stotz | Jan 2, 2025

Taiwan, Singapore, China, Malaysia, India and Philippines were the only markets with a positive return in 2024. Taiwan was the strongest performer in USD and local terms.

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My Worst Investment Ever December 2024

By Andrew Stotz | Jan 1, 2025

In December 2024, we published 3 new episodes of the My Worst Investment Ever podcast. Listen to all of them here.

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Bangkok Dusit Medical Services – World Class Benchmarking

By Become a Better Investor | Dec 31, 2024

Bangkok Dusit Medical Services Public Company Limited (BDMS TB): Profitable Growth rank of 2 was up compared to the prior period’s 3rd rank. This is World Class performance compared to 360 large Health Care companies worldwide.

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Games Workshop Group – World Class Benchmarking

By Become a Better Investor | Dec 30, 2024

Games Workshop Group PLC (GAW LN): Profitable Growth rank of 1 was same compared to the prior period’s 1st rank. This is World Class performance compared to 830 medium Cons. Disc. companies worldwide.

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Become a Better Investor Newsletter – 28 December 2024

By Andrew Stotz | Dec 28, 2024

Small caps continue to underperform. Russia uses BTC to get around sanctions. EU has imported a lot of Russian fossils. Inflation matters. Diamonds don’t store value.

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Beyond Looking Good: Misunderstanding Quality (Part 8)

By Andrew Stotz | Dec 27, 2024

In this episode, Bill Bellows and Andrew Stotz dive further into acceptability versus desirability in the quality world. Is it enough that something is “good” – meets requirements – or do you need to focus on degrees of “good”? How can you tell the difference?

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SATS Ltd – World Class Benchmarking

By Become a Better Investor | Dec 26, 2024

SATS Limited (SATS SP): Profitable Growth rank of 9 was same compared to the prior period’s 9th rank. This is poor performance compared to 1,370 large Industrials companies worldwide.

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Samsung Biologics – World Class Benchmarking

By Become a Better Investor | Dec 25, 2024

Samsung Biologics Company Limited (207940 KS): Profitable Growth rank of 4 was up compared to the prior period’s 5th rank. This is above average performance compared to 360 large Health Care companies worldwide.

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ENN Natural Gas – World Class Benchmarking

By Become a Better Investor | Dec 24, 2024

ENN Natural Gas Company Limited (600803 SH): Profitable Growth rank of 4 was up compared to the prior period’s 5th rank. This is above average performance compared to 740 large Materials companies worldwide.

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