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Become a Better Investor Newsletter – 4 November 2023

By Andrew Stotz | Nov 4, 2023

Fed removes recession from its forecast. Japan’s fighting fire with gasoline?. China FDIs see new lows. We(DO NOT)Work. Trust in media reaches new low.

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Resource Management: Awaken Your Inner Deming (Part 9)

By Andrew Stotz | Nov 3, 2023

In this episode, Bill Bellows and host Andrew Stotz talk about resource management in a non-traditional sense. Bill explains how managing the variation and integration in your product or service is just as important as increasing consistency and removing waste.

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Delta Electronics (Thailand) – World Class Benchmarking

By Become a Better Investor | Nov 2, 2023

Delta Electronics (Thailand) Public Company Limited (DELTA TB): Profitable Growth rank of 1 was same compared to the prior period’s 1st rank. This is World Class performance compared to 660 large Info Tech companies worldwide.

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My Worst Investment Ever October 2023

By Andrew Stotz | Nov 1, 2023

In October 2023, we published 14 new episodes of the My Worst Investment Ever podcast. Listen to all of them here.

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Yutong Bus – World Class Benchmarking

By Become a Better Investor | Oct 31, 2023

Yutong Bus Company Limited (600066 SH): Profitable Growth rank of 5 was up compared to the prior period’s 7th rank. This is average performance compared to 1,450 large Industrials companies worldwide.

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Sankyo – World Class Benchmarking

By Become a Better Investor | Oct 30, 2023

Sankyo Company Limited (6417 JP): Profitable Growth rank of 1 was up compared to the prior period’s 4th rank. This is World Class performance compared to 960 large Cons. Disc. companies worldwide.

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Become a Better Investor Newsletter – 28 October 2023

By Andrew Stotz | Oct 28, 2023

The US dominates the World index. Not so fun to borrow anymore. It’s hard to keep up in the US. 10% drawdowns happen every 1.6 years. “War is good”.

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The Student Supply Chain and Using PDSA for Improvement Deming in Schools Case Study with John Dues (Part 12)

By Andrew Stotz | Oct 27, 2023

In this series, John Dues and host Andrew Stotz discuss principles that educational systems leaders can use to guide their transformation work. This episode covers principles 4 and 5: maximize high-quality learning and work continually on the system.

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ISMS 33: Fed Success! High LT Rates & Recession Coming

By Andrew Stotz | Oct 26, 2023

World yield curve inversion is falling because of rising LT rates. Rising LT rates are reducing yield curve inversion fastest in DM Americas and DM Europe. Rates are high across EMs, crushing in FMs, and low in EM Asia. France and Germany ST rates rising; DM countries have past peak yield curve inversion due to rising LT rates. Rates are low in China, which, together with India, never inverted.

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Huaku Development – World Class Benchmarking

By Become a Better Investor | Oct 25, 2023

Huaku Development Company Limited (2548 TT): Profitable Growth rank of 1 was up compared to the prior period’s 2nd rank. This is World Class performance compared to 300 medium Real Estate companies worldwide.

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