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Become a Better Investor Newsletter – 19 November 2022

By Andrew Stotz | Nov 19, 2022

Borrowing to keep up with the Joneses. The US gov’t has also borrowed to keep up. Rich nations continue to pay for others to reduce coal. ESG rating firm scores a fraud above fossil fuels. When you spot a virtue signaller, run!

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How to Track Progress (Continued): Deming in Education with David P. Langford (Part 3)

By Andrew Stotz | Nov 18, 2022

In this episode, David and Andrew continue to talk about the thorny problem of tracking student progress – grading – and how to remove it from the classroom.

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Daqin Railway – World Class Benchmarking

By Become a Better Investor | Nov 17, 2022

Daqin Railway Company Limited (601006 SH): Profitable Growth rank of 4 was down compared to the prior period’s 3rd rank. This is above-average performance compared to 1,470 large Industrials companies worldwide.

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DTS – World Class Benchmarking

By Become a Better Investor | Nov 16, 2022

DTS Corporation (9682 JP): Profitable Growth rank of 3 was the same compared to the prior period’s 3rd rank. This is above-average performance compared to 700 large Info Tech companies worldwide.

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Amata Corporation – World Class Benchmarking

By Become a Better Investor | Nov 15, 2022

Amata Corporation Public Company Limited (AMATA TB): Profitable Growth rank of 4 was up compared to the prior period’s 6th rank. This is above-average performance compared to 340 medium Real Estate companies worldwide.

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Titan – World Class Benchmarking

By Become a Better Investor | Nov 14, 2022

Titan Company Limited (TTAN IN): Profitable Growth rank of 2 was up compared to the prior period’s 3rd rank. This is World Class performance compared to 1,040 large Cons. Disc. companies worldwide.

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Become a Better Investor Newsletter – 12 November 2022

By Andrew Stotz | Nov 12, 2022

One of the largest crypto exchanges, FTX, goes bust. FTX founder got Sequoia funding by saying, “you can buy a banana”. Sequoia told its investors, “we are in the business of taking risk”. Creative destruction wipes out bad businesses. Tech stock prices are back at the covid bottom.

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How to Track Progress: Deming in Education with David P. Langford (Part 2)

By Andrew Stotz | Nov 11, 2022

David and Andrew continue their discussion on how to track student progress when you don’t use grades or other conventional methods.

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A. Stotz All Weather Strategies – October 2022

By Andrew Stotz | Nov 10, 2022

Central 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.

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Supalai – World Class Benchmarking

By Become a Better Investor | Nov 9, 2022

Supalai Public Company Limited (SPALI TB): Profitable Growth rank of 1 was same compared to the prior period’s 1st rank. This is World Class performance compared to 230 large Real Estate companies worldwide.

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