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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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GS Holdings – World Class Benchmarking

By Become a Better Investor | Jan 29, 2024

GS Holdings Corporation (078930 KS): Profitable Growth rank of 8 was down compared to the prior period’s 6th rank. This is below average performance compared to 320 large Energy companies worldwide.

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Become a Better Investor Newsletter – 27 January 2024

By Andrew Stotz | Jan 27, 2024

2 x $3trn. Tech at dot-com levels. In the long run, stocks win. Few fund managers expect a hard landing. Fuel shipping costs shoot up.

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Integration and the Taguchi Loss Function: Awaken Your Inner Deming (Part 13)

By Andrew Stotz | Jan 26, 2024

Should we strive to better understand what happens “downstream” to our defect-free work? No matter the setting, if our work meets requirements and we pass it on, are we responsible for how well it integrates into a bigger system? In this episode, Bill Bellows and Andrew Stotz expand on the interaction between variation and systems and why Dr. Deming regarded Genichi Taguchi’s Quality Loss Function as “a better description of the world.”

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