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Learning that drives better investment decisions

The Unhurried Conversation: Role of a Manager in Education (Part 13)

By Andrew Stotz | Feb 9, 2024

What are unhurried conversations, and why should managers prioritize them? In this episode, David Langford and host Andrew Stotz talk about the kinds of conversations managers should be having with their team members.

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Weichai Power – World Class Benchmarking

By Become a Better Investor | Feb 8, 2024

Weichai Power Company Limited (000338 SZ): Profitable Growth rank of 7 was up compared to the prior period’s 8th rank. This is below average performance compared to 1,460 large Industrials companies worldwide.

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Titagarh Rail Systems – World Class Benchmarking

By Become a Better Investor | Feb 7, 2024

Titagarh Rail Systems Limited (TITAGARH IN): Profitable Growth rank of 4 was up compared to the prior period’s 5th rank. This is above average performance compared to 1,310 medium Industrials companies worldwide.

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Robinsons Land Corp – World Class Benchmarking

By Become a Better Investor | Feb 6, 2024

Robinsons Land Corporation (RLC PM): Profitable Growth rank of 3 was up compared to the prior period’s 4th rank. This is above average performance compared to 310 medium Real Estate companies worldwide.

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Capcom – World Class Benchmarking

By Become a Better Investor | Feb 5, 2024

Capcom Company Limited (9697 JP): Profitable Growth rank of 1 was same compared to the prior period’s 1st rank. This is World Class performance compared to 260 large Comm. Serv. companies worldwide.

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Become a Better Investor Newsletter – 3 February 2024

By Andrew Stotz | Feb 3, 2024

What if Japan re-rated to 1x PB?. Non-US equity isn’t expensive. We’re due for war. Deficit spending avoids recession. Market wizard Nancy Pelosi does it again.

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Eliminate Arbitrary Numerical Targets: Deming in Schools Case Study (Part 17)

By Andrew Stotz | Feb 2, 2024

Quotas, arbitrary targets, work standards with numerical goals – these don’t seem to apply to schools. But, as John Dues and host Andrew Stotz discuss, quotas show up a lot in classrooms, causing harm and preventing improvement.

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My Worst Investment Ever January 2024

By Andrew Stotz | Feb 1, 2024

In January 2024, we published 8 new episodes of the My Worst Investment Ever podcast. Listen to all of them here.

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Ferrari NV – World Class Benchmarking

By Become a Better Investor | Jan 31, 2024

Ferrari NV (RACE IM): Profitable Growth rank of 1 was up compared to the prior period’s 2nd rank. This is World Class performance compared to 960 large Cons. Disc. companies worldwide.

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Kweichow Moutai – World Class Benchmarking

By Become a Better Investor | Jan 30, 2024

Kweichow Moutai Company Limited (600519 SH): Profitable Growth rank of 1 was same compared to the prior period’s 1st rank. This is World Class performance compared to 570 large Cons. Staples companies worldwide.

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