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Become a Better Investor Newsletter – 30 September 2023

By Andrew Stotz | Sep 30, 2023

Long-term US Treasuries reach a new low. 7 stocks drive the S&P 500. Small caps & EM dominated the 2000s. Gold trades at a premium in China. German house prices in free-fall.

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Starting the Transformation: Deming in Schools Case Study with John Dues (Part 10)

By Andrew Stotz | Sep 29, 2023

In this episode, John and Andrew shift from management myths (don’t do this) to principles for transformation (do this instead) based on Deming’s 14 Points for Management. This episode introduces the principles and the context you need to get started.

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Uni-President Enterprises – World Class Benchmarking

By Become a Better Investor | Sep 28, 2023

Uni-President Enterprises Corporation (1216 TT): Profitable Growth rank of 7 was up compared to the prior period’s 8th rank. This is below average performance compared to 560 large Cons. Staples companies worldwide.

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Central Japan Railway – World Class Benchmarking

By Become a Better Investor | Sep 27, 2023

Central Japan Railway Company (9022 JP): Profitable Growth rank of 7 was up compared to the prior period’s 9th rank. This is below average performance compared to 1,460 large Industrials companies worldwide.

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Tasly Pharmaceutical Group – World Class Benchmarking

By Become a Better Investor | Sep 26, 2023

Tasly Pharmaceutical Group Company Limited (600535 SH): Profitable Growth rank of 8 was up compared to the prior period’s 9th rank. This is below average performance compared to 380 large Health Care companies worldwide.

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Plan B Media – World Class Benchmarking

By Become a Better Investor | Sep 25, 2023

Plan B Media Public Company Limited (PLANB TB): Profitable Growth rank of 2 was up compared to the prior period’s 3rd rank. This is World Class performance compared to 210 medium Comm. Serv. companies worldwide.

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Become a Better Investor Newsletter – 23 September 2023

By Andrew Stotz | Sep 23, 2023

Fed screws the middle class. Small caps are getting crushed. ECB hikes another 0.25%. Chinese real estate is the largest asset class. The end of free trade?

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Unleashing Hidden Powers for Improvement: Role of a Manager in Education (Part 7)

By Andrew Stotz | Sep 22, 2023

David and Andrew discuss the three types of power that leaders have: authority, knowledge, and persuasion. David also explains where the current style of “command and control” management comes from and what a nearly failed family vacation can tell us about power.

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Bangkok Airways – World Class Benchmarking

By Become a Better Investor | Sep 21, 2023

Bangkok Airways Public Company Limited (BA TB): Profitable Growth rank of 8 was up compared to the prior period’s 9th rank. This is below average performance compared to 1,210 medium Industrials companies worldwide.

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CITIC Offshore Helicopter – World Class Benchmarking

By Become a Better Investor | Sep 20, 2023

CITIC Offshore Helicopter Company Limited (000099 SZ): Profitable Growth rank of 7 was up compared to the prior period’s 8th rank. This is below average performance compared to 1,210 medium Industrials companies worldwide.

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