A. Stotz Investment Research’s CEO Andrew Stotz and Founding Partner Alexander Wetterling were guests on Bogumil Baranowski’s podcast Talking Billions.
Read MoreMajor Cineplex Group Public Company Limited (MAJOR TB): Profitable Growth rank of 5 was up compared to the prior period’s 9th rank. This is average performance compared to 260 medium Comm. Serv. companies worldwide.
Read MoreDr. Deming listed 7 Deadly Diseases of Management in Out of the Crisis, and one of the more surprising is #3: Evaluation of performance, merit rating, or annual review. In this episode, David and Andrew discuss the harmful practice of awarding “teacher of the year,” “student of the month,” or other traditional recognition practices. David also offers practical suggestions for alternatives.
Read MoreTonghua Dongbao Pharmaceutical Company Limited (600867 SH): Profitable Growth rank of 1 was up compared to the prior period’s 2nd rank. This is World Class performance compared to 440 medium Health Care companies worldwide.
Read MoreCentral bankers appear to be raising rates into a recession to stifle inflation; stagflation would be the worst outcome. Demand for necessities (food and energy), inflation, and supply-chain disruptions can drive commodities higher. We see opportunities to allocate to specific sectors and markets within equity. Bonds and gold to protect capital.
Read MoreLepu Medical Technology (Beijing) Company Limited (300003 SZ): Profitable Growth rank of 4 was up compared to the prior period’s 5th rank. This is above average performance compared to 420 large Health Care companies worldwide.
Read MoreCarlsberg Brewery Malaysia Berhad (CAB MK): Profitable Growth rank of 1 was same compared to the prior period’s 1st rank. This is World Class performance compared to 480 medium Cons. Staples companies worldwide.
Read MoreIn this episode, David and Andrew talk about Common Cause Variation vs Special Cause Variation, and the problem of confusing the two. Using the example of transgender students, David describes how a system’s capability should be expanded rather than using that special cause situation as a weapon to destroy the entire system.
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