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Learning that drives better investment decisions

You Must Make the World a Better Place Because the Woke ESG Movement Won’t

By Alexander Wetterling | Jan 31, 2023

Your investments are about your values, and you are responsible for your decisions. Don’t consider ESG standards an easy way to be granted an indulgence.

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Mitra Keluarga Karyasehat – World Class Benchmarking

By Become a Better Investor | Jan 30, 2023

PT Mitra Keluarga Karyasehat Tbk (MIKA IJ): Profitable Growth rank of 1 was same compared to the prior period’s 1st rank. This is World Class performance compared to 440 medium Health Care companies worldwide.

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Become a Better Investor Newsletter – 28 January 2023

By Andrew Stotz | Jan 28, 2023

The world’s 3rd richest man accused of running a scam. Have we reached peak China?. China’s exports to the US set new records in 2022. What happens in the US matters for the rest of the world. There is value in disagreement.

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How to Start Setting Operational Definitions: Deming in Education with David P. Langford (Part 13)

By Andrew Stotz | Jan 27, 2023

Now that we understand Operational Definitions (see Part 12), it’s time to figure out how to use them to get the improvements and results you want. Andrew and David talk about examples of useful Operational Definitions and how they can impact all aspects of education (and beyond!).

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ISMS 2: The Man Behind the Most Successful Recession Indicator Questions It

By Andrew Stotz | Jan 26, 2023

In a recent LinkedIn post, Campbell Harvey outlined why his yield curve inversion theory, which has a perfect record of predicting recessions, may no longer work. He concludes that we may not get a recession in 2023.

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Anhui Gujing Distillery – World Class Benchmarking

By Become a Better Investor | Jan 25, 2023

Anhui Gujing Distillery Company Limited (000596 SZ): Profitable Growth rank of 2 was same compared to the prior period’s 2nd rank. This is World Class performance compared to 640 large Cons. Staples companies worldwide.

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Thai Vegetable Oil – World Class Benchmarking

By Become a Better Investor | Jan 24, 2023

Thai Vegetable Oil Public Company Limited (TVO TB): Profitable Growth rank of 1 was same compared to the prior period’s 1st rank. This is World Class performance compared to 640 large Cons. Staples companies worldwide.

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Mitra Adiperkasa – World Class Benchmarking

By Become a Better Investor | Jan 23, 2023

PT Mitra Adiperkasa Tbk (MAPI IJ): Profitable Growth rank of 1 was up compared to the prior period’s 7th rank. This is World Class performance compared to 1,080 large Cons. Disc. companies worldwide.

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Become a Better Investor Newsletter – 21 January 2023

By Andrew Stotz | Jan 21, 2023

High US teen employment shows Fed isn’t done. New data suggests trouble for the US housing market. Amazon’s revenue is larger than 70 countries’ GDP. India is the next global growth engine. The dirty extraction of minerals for green energy.

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The Importance of Operational Definitions: Deming in Education with David P. Langford (Part 12)

By Andrew Stotz | Jan 20, 2023

Operational definitions are clearly defined words, phrases, and concepts that everyone working together agrees to use in the same way. Making assumptions about words like “tardy” or “good” is a fast track to confusion and disengagement. In this episode, Andrew and David talk about operational definitions in education – for students, faculty, and administrators.

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