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Learning that drives better investment decisions

In Search of Excellence: Awaken Your Inner Deming (Part 11)

By Andrew Stotz | Dec 22, 2023

What’s the difference between Compliance Excellence and Contextual Excellence? Is one better than the other? Which one does a Deming organization pursue? In this episode, Bill Bellows and host Andrew Stotz talk about the variety of types of excellence, and why they matter.

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Honda Motor – World Class Benchmarking

By Become a Better Investor | Dec 21, 2023

Honda Motor Company Limited (7267 JP): Profitable Growth rank of 6 was up compared to the prior period’s 7th rank. This is below average performance compared to 940 large Cons. Disc. companies worldwide.

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BYD – World Class Benchmarking

By Become a Better Investor | Dec 20, 2023

BYD Company Limited (002594 SZ): Profitable Growth rank of 5 was down compared to the prior period’s 2nd rank. This is average performance compared to 940 large Cons. Disc. companies worldwide.

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Bayerische Motoren Werke AG – World Class Benchmarking

By Become a Better Investor | Dec 19, 2023

Bayerische Motoren Werke AG (BMW GR): Profitable Growth rank of 5 was same compared to the prior period’s 5th rank. This is average performance compared to 940 large Cons. Disc. companies worldwide.

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ISMS 37: Larry Swedroe – Pay Attention to a Fund’s Proper Benchmarks and Taxes

By Andrew Stotz | Dec 18, 2023

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 fourteenth series, they discuss mistake number 26: Do You Fail to Compare Your Funds to Proper Benchmarks? And mistake 27: Do You Focus On Pretax Returns?

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Become a Better Investor Newsletter – 16 December 2023

By Andrew Stotz | Dec 16, 2023

US core inflation down to 4%. Fed continues to pause. US stock valuations at crazy (?) levels. Milei starts shock treatment. Oil is forecasted to be in oversupply.

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Drive Out Fear: Deming in Schools Case Study (Part 14)

By Andrew Stotz | Dec 15, 2023

What causes fear in an organization? How is fear hurting employee morale, productivity, and overall performance? What great things can happen when you remove fear? In this episode, John Dues and host Andrew Stotz talk about fear, and how managers can get rid of it.

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Toyota Motor – World Class Benchmarking

By Become a Better Investor | Dec 14, 2023

Toyota Motor Corporation (7203 JP): Profitable Growth rank of 6 was up compared to the prior period’s 7th rank. This is below average performance compared to 940 large Cons. Disc. companies worldwide.

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A. Stotz All Weather Strategies – November 2023

By Andrew Stotz | Dec 13, 2023

Big rebound in equity; everything up except commodities. Performance review of our strategies in November 2023 – All Weather Inflation Guard gained 4.2%, All Weather Strategy gained 6.2%, All Weather Alpha Focus gained 6.4%. Global outlook that guides our asset allocation.

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Genting – World Class Benchmarking

By Become a Better Investor | Dec 12, 2023

Genting Berhad (GENT MK): Profitable Growth rank of 9 was down compared to the prior period’s 8th rank. This is poor performance compared to 960 large Cons. Disc. companies worldwide.

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