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Learning that drives better investment decisions

Procter & Gamble – World Class Benchmarking

By Become a Better Investor | Jun 4, 2024

Procter & Gamble Company (PG US): Profitable Growth rank of 1 was up compared to the prior period’s 2nd rank. This is World Class performance compared to 550 large Cons. Staples companies worldwide.

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My Worst Investment Ever May 2024

By Andrew Stotz | Jun 3, 2024

In May 2024, we published 4 new episodes of the My Worst Investment Ever podcast. Listen to all of them here.

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Become a Better Investor Newsletter – 1 June 2024

By Andrew Stotz | Jun 1, 2024

Tough times for small US businesses. Asset managers don’t expect a recession. China drives copper demand. Oil and gas are here to stay. Nvidia dominates the data center compute market.

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Transparency Among Friends: Awaken Your Inner Deming (Part 21)

By Andrew Stotz | May 31, 2024

How can you make lasting change at your organization? Recruit your friends! In this discussion, Bill Bellows lays out his experience recruiting and working with a small group to make big changes in a large company.

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SK Telecom – World Class Benchmarking

By Become a Better Investor | May 30, 2024

SK Telecom Company Limited (017670 KS): Profitable Growth rank of 6 was up compared to the prior period’s 7th rank. This is below average performance compared to 240 large Comm. Serv. companies worldwide.

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Tongcheng Travel Holdings – World Class Benchmarking

By Become a Better Investor | May 29, 2024

Tongcheng Travel Holdings Limited (780 HK): Profitable Growth rank of 1 was up compared to the prior period’s 9th rank. This is World Class performance compared to 920 large Cons. Disc. companies worldwide.

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Glory Ltd – World Class Benchmarking

By Become a Better Investor | May 28, 2024

Glory Limited (6457 JP): Profitable Growth rank of 2 was up compared to the prior period’s 10th rank. This is World Class performance compared to 1,390 large Industrials companies worldwide.

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Henan Shuanghui Investment & Development – World Class Benchmarking

By Become a Better Investor | May 27, 2024

Henan Shuanghui Investment & Development Company Limited (000895 SZ): Profitable Growth rank of 1 was same compared to the prior period’s 1st rank. This is World Class performance compared to 540 large Cons. Staples companies worldwide.

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Become a Better Investor Newsletter – 25 May 2024

By Andrew Stotz | May 25, 2024

US gov’t debt service to exceed S&P profits in 2025. Gold hits another ATH. 70%+ investment advisors allocate <1% to gold. Nvidia hits US$2.5trn market cap. Real ESG progress in the US.

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Goal Setting Is Often An Act of Desperation: Part 4

By Andrew Stotz | May 24, 2024

Can a 4th grade class decide on an operational definition of “joy in learning”? In part 4 of this series, educator John Dues and host Andrew Stotz discuss a real-world example of applying Deming in a classroom. This episode covers the first part of the story, with more to come in future episodes!

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