Sappe Public Company Limited (SAPPE TB): Profitable Growth rank of 3 was same compared to the prior period’s 3rd rank. This is above average performance compared to 260 small Cons. Staples companies worldwide.
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Asia Potash International Investment Guangzhou Company Limited (000893 SZ): Profitable Growth rank of 1 was same compared to the prior period’s 1st rank. This is World Class performance compared to 430 medium Cons. Staples companies worldwide.
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WACC for S&P 500 firms is up by 50%. US housing prices are falling. Mortgage appraisals in the US are positively skewed. Beyond meat, more like beyond profit. We’re not yet at the bottom of this bear.
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David and Andrew’s discussion of how using Deming in the classroom not only inspires achievement it also creates collaboration among excited students.
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Catcher Technology Company Limited (2474 TT): Profitable Growth rank of 9 was same compared to the prior period’s 9th rank. This is poor performance compared to 700 large Info Tech companies worldwide.
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Indorama Ventures Public Company Limited (IVL TB): Profitable Growth rank of 5 was down compared to the prior period’s 1st rank. This is average performance compared to 860 large Materials companies worldwide.
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Hindustan Unilever Limited (HUVR IN): Profitable Growth rank of 1 was same compared to the prior period’s 1st rank. This is World Class performance compared to 630 large Cons. Staples companies worldwide.
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Hefei Meyer Optoelectronic Technology Incorporated (002690 SZ): Profitable Growth rank of 1 was same compared to the prior period’s 1st rank. This is World Class performance compared to 1,240 medium Industrials companies worldwide.
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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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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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