Samart Telcoms Public Company Limited (SAMTEL TB): Profitable Growth rank of 4 was up compared to the prior period’s 7th rank. This is above average performance compared to 210 medium Comm. Serv. companies worldwide.
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US printer goes brrr…:. China’s trade surplus grows. Iran escalation and de-escalation. A big issue with AI. Another issue with AI is energy.
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How do we really know when improvement has happened inside a school or organization? In this episode, John Dues and Andrew Stotz unpack a clear, three-part definition of improvement and show why evidence, method, and sustained results matter far more than year-to-year comparisons.
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JD Food Public Company Limited (JDF TB): Profitable Growth rank of 2 was up compared to the prior period’s 3rd rank. This is World Class performance compared to 300 small Cons. Staples companies worldwide.
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Practical Solution Public Company Limited (TPS TB): Profitable Growth rank of 2 was same compared to the prior period’s 2nd rank. This is World Class performance compared to 740 small Info Tech companies worldwide.
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Better World Green Public Company Limited (BWG TB): Profitable Growth rank of 3 was up compared to the prior period’s 6th rank. This is above average performance compared to 860 small Industrials companies worldwide.
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V.L. Enterprise Public Company Limited (VL TB): Profitable Growth rank of 7 was down compared to the prior period’s 4th rank. This is below average performance compared to 130 small Energy companies worldwide.
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US captures Maduro. Venezuelan oil reserves may be misstated. Double US weight in the world index. Energy is <3% of the S&P 500. China continues to load up on gold.
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Gold and Emerging Markets ex China outperformed. Performance review of our strategies in December 2025 – All Weather Inflation Guard gained 0.4%, All Weather Strategy gained 1.9%, All Weather Alpha Focus gained 1.2%.
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Saha Pathanapibul Public Company Limited (SPC TB): Profitable Growth rank of 4 was down compared to the prior period’s 3rd rank. This is above average performance compared to 930 large Cons. Disc. companies worldwide.
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