Charoen Pokphand Foods Public Company Limited (CPF TB): Profitable Growth rank of 2 was up compared to the prior period’s 10th rank. This is World Class performance compared to 540 large Cons. Staples companies worldwide.
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Celltrion Incorporated (068270 KS): Profitable Growth rank of 9 was down compared to the prior period’s 7th rank. This is poor performance compared to 350 large Health Care companies worldwide.
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Jinan Acetate Chemical Company Limited (4763 TT): Profitable Growth rank of 1 was same compared to the prior period’s 1st rank. This is World Class performance compared to 670 medium Materials companies worldwide.
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Socialism sucks. 50% drawdowns are common. The UST yield challenge. Time for Emerging markets?. The illusion of choice.
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How does “quality” apply in all areas of an organization? In this final episode of the Misunderstanding Quality series, Bill Bellows and host Andrew Stotz discuss lessons from the first twelve episodes, and the big ah-ha moments that happen when we stop limiting our thinking.
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PT Bumi Resources Minerals Tbk (BRMS IJ): Profitable Growth rank of 7 was same compared to the prior period’s 7th rank. This is below average performance compared to 670 medium Materials companies worldwide.
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Bangkok Dusit Medical Services Public Company Limited (BDMS TB): Profitable Growth rank of 3 was down compared to the prior period’s 2nd rank. This is above average performance compared to 350 large Health Care companies worldwide.
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Hangzhou Sunrise Technology Company Limited (300360 SZ): Profitable Growth rank of 1 was same compared to the prior period’s 1st rank. This is World Class performance compared to 730 medium Info Tech companies worldwide.
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Increased uncertainty continued to drive up the Gold price. Performance review of our strategies in April 2025 – All Weather Inflation Guard gained 0.4%, All Weather Strategy lost 0.6%, All Weather Alpha Focus gained 1.0%.
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Buffett steps down as CEO. 100 years without return. China’s coal power is massive. China, Japan, Korea, and ASEAN team up. Gold to surpass US$4,000/oz t?.
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