SM Prime Holdings Incorporated (SMPH PM): Profitable Growth rank of 3 was up compared to the prior period’s 4th rank. This is above average performance compared to 220 large Real Estate companies worldwide.
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In July 2023, we published 13 new episodes of the My Worst Investment Ever podcast and one blog post. Listen to all of them here.
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Giant Network Group Company Limited (002558 SZ): Profitable Growth rank of 4 was down compared to the prior period’s 3rd rank. This is above average performance compared to 210 medium Comm. Serv. companies worldwide.
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Fed hikes another 0.25%. Thought the US was in trouble? Look at the UK. More Brits regret Brexit. Falling office rents in the Americas. X.
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In this episode, John and Andrew discuss what “transformation” means in education. John juxtaposes two reports, conducted a decade apart, that have influenced education for the last 40 years: A Nation at Risk and the Sandia Report.
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KPJ Healthcare Berhad (KPJ MK): Profitable Growth rank of 4 was up compared to the prior period’s 8th rank. This is above average performance compared to 390 medium Health Care companies worldwide.
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Verisign Incorporated (VRSN US): 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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SK Telecom Company Limited (017670 KS): Profitable Growth rank of 8 was down compared to the prior period’s 6th rank. This is below average performance compared to 260 large Comm. Serv. companies worldwide.
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ASPEED Technology Incorporated (5274 TT): Profitable Growth rank of 1 was same compared to the prior period’s 1st rank. This is World Class performance compared to 820 medium Info Tech companies worldwide.
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This bear market is different. Retail sales contract. US government interest payments heading for US$1trn. China fixed asset investments in a downtrend. Companies leave Germany.
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