Sonata Software Limited (SSOF IN): Profitable Growth rank of 1 was up compared to the prior period’s 2nd rank. This is World Class performance compared to 890 medium Info Tech companies worldwide.
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Time for an uncapped debt ceiling. Debt ceiling deal increases spending. A gentle reminder about crazy valuations. China is no.1 in terms of skyscrapers. Bye-bye, cheap travel.
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Education is often touted as data- or evidence-driven. But in this discussion, John Dues contends that educational data is often fiction, given how easy it is to distort, both via the inputs and outputs and through manipulation.
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In May 2023, we published 15 new episodes of the My Worst Investment Ever podcast. Listen to all of them here.
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YTL Corporation Berhad (YTL MK): Profitable Growth rank of 8 was down compared to the prior period’s 3rd rank. This is below average performance compared to 300 large Utilities companies worldwide.
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Jiangsu Changbao Steeltube Company Limited (002478 SZ): Profitable Growth rank of 6 was up compared to the prior period’s 9th rank. This is below average performance compared to 840 large Materials companies worldwide.
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Banpu Power Public Company Limited (BPP TB): Profitable Growth rank of 1 was up compared to the prior period’s 4th rank. This is World Class performance compared to 300 large Utilities companies worldwide.
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Fake AI image led to a stock market drop. It looks like dot com 2.0. Japan headed for three-decade high. Chinese cars to flood the world. Your instant cup of Joe is getting pricy.
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What is quality? Does it mean always meeting specifications? What if the calculus for specifications means little and tells managers almost nothing about the process or its potential for improvement? Dr. Bill Bellows discusses the negative consequences of this kind of black-and-white thinking and what to do about it.
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PT Bumi Serpong Damai Tbk (BSDE IJ): Profitable Growth rank of 4 was up compared to the prior period’s 7th rank. This is above average performance compared to 340 medium Real Estate companies worldwide.
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