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Lite-On Technology – World Class Benchmarking

By Become a Better Investor | Dec 19, 2022

Lite-On Technology Corporation (2301 TT): Profitable Growth rank of 4 was same compared to the prior period’s 4th rank. This is above average performance compared to 740 large Info Tech companies worldwide.

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Become a Better Investor Newsletter – 17 December 2022

By Andrew Stotz | Dec 17, 2022

US inflation was “only” at 7.1%. Seems like the CPI numbers were leaked. It’s worth keeping an eye on Real Estate. EIA forecasts solar power to be no. 1 by 2027. Vanguard is getting out of climate alliance.

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Optimization of a System: Deming in Education with David P. Langford (Part 7)

By Andrew Stotz | Dec 16, 2022

In this episode, David and Andrew discuss going beyond solving problems in schools to preventing them from happening. David also shares a tool for finding the area where optimization of the system would have the greatest impact.

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AKR Corporindo – World Class Benchmarking

By Become a Better Investor | Dec 15, 2022

PT AKR Corporindo Tbk (AKRA IJ): Profitable Growth rank of 3 was up compared to the prior period’s 4th rank. This is above average performance compared to 1,590 large Industrials companies worldwide.

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A. Stotz All Weather Strategies – November 2022

By Andrew Stotz | Dec 14, 2022

Central bankers appear to be raising rates into a recession to stifle inflation; stagflation would be the worst outcome. Demand for necessities (food and energy), inflation, and supply-chain disruptions can drive commodities higher. Bonds and gold to protect capital.

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Banpu – World Class Benchmarking

By Become a Better Investor | Dec 13, 2022

Banpu Public Company Limited (BANPU TB): Profitable Growth rank of 3 was up compared to the prior period’s 6th rank. This is above-average performance compared to 320 large Energy companies worldwide.

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Central Pattana – World Class Benchmarking

By Become a Better Investor | Dec 12, 2022

Central Pattana Public Company Limited (CPN TB): Profitable Growth rank of 5 was same compared to the prior period’s 5th rank. This is average performance compared to 230 large Real Estate companies worldwide.

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Become a Better Investor Newsletter – 10 December 2022

By Andrew Stotz | Dec 10, 2022

Non-traded REITs see a massive rise in redemptions. Blackstone’s US$69bn BREIT limits redemptions. Wait, what? Wasn’t EV the way to stay ESG compliant? Indian stocks are going strong. THE TWITTER FILES.

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Quality is the Answer: Deming in Education with David P. Langford (Part 6)

By Andrew Stotz | Dec 9, 2022

With nearly 2 million students not returning to schools and educational institutions after COVID, David and Andrew explore the question “how do we create quality education systems so students are excited to come to school – and stay there?

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Huangshan Novel – World Class Benchmarking

By Become a Better Investor | Dec 8, 2022

Huangshan Novel Company Limited (002014 SZ): Profitable Growth rank of 3 was same compared to the prior period’s 3rd rank. This is above-average performance compared to 670 medium Materials companies worldwide.

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