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Learning that drives better investment decisions

ISMS 1: The United States Won WW2.5, but Who Lost?

By Andrew Stotz | Jan 19, 2023

WW2.5 is what I like to call “The US against who?” You may say China or Russia. In my opinion, those are both wrong. It’s the US against Europe. And the US just won. The Russia-Ukraine conflict has encouraged US dominance over Europe. Let’s take a deeper look at this dominance.

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CNOOC – World Class Benchmarking

By Become a Better Investor | Jan 18, 2023

CNOOC Limited (883 HK): Profitable Growth rank of 4 was down compared to the prior period’s 3rd rank. This is above average performance compared to 350 large Energy companies worldwide.

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Andrew Stotz & Alexander Wetterling on the Talking Billions Podcast

By Become a Better Investor | Jan 17, 2023

A. Stotz Investment Research’s CEO Andrew Stotz and Founding Partner Alexander Wetterling were guests on Bogumil Baranowski’s podcast Talking Billions.

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Major Cineplex Group – World Class Benchmarking

By Become a Better Investor | Jan 16, 2023

Major Cineplex Group Public Company Limited (MAJOR TB): Profitable Growth rank of 5 was up compared to the prior period’s 9th rank. This is average performance compared to 260 medium Comm. Serv. companies worldwide.

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Become a Better Investor Newsletter – 14 January 2023

By Andrew Stotz | Jan 14, 2023

The most expected recession in history. US stocks have seen inflows, and Europe has seen outflows. It’s not only US stocks that perform over time. Korea has a sober energy policy. • Eggs have become expensive, or have they?

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Deadly Disease of Employee of the Month: Deming in Education with David P. Langford (Part 11)

By Andrew Stotz | Jan 13, 2023

Dr. Deming listed 7 Deadly Diseases of Management in Out of the Crisis, and one of the more surprising is #3: Evaluation of performance, merit rating, or annual review. In this episode, David and Andrew discuss the harmful practice of awarding “teacher of the year,” “student of the month,” or other traditional recognition practices. David also offers practical suggestions for alternatives.

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Tonghua Dongbao Pharmaceutical – World Class Benchmarking

By Become a Better Investor | Jan 12, 2023

Tonghua Dongbao Pharmaceutical Company Limited (600867 SH): Profitable Growth rank of 1 was up compared to the prior period’s 2nd rank. This is World Class performance compared to 440 medium Health Care companies worldwide.

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A. Stotz All Weather Strategies – December 2022

By Andrew Stotz | Jan 11, 2023

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. We see opportunities to allocate to specific sectors and markets within equity. Bonds and gold to protect capital.

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Lepu Medical Technology (Beijing) – World Class Benchmarking

By Become a Better Investor | Jan 10, 2023

Lepu Medical Technology (Beijing) Company Limited (300003 SZ): Profitable Growth rank of 4 was up compared to the prior period’s 5th rank. This is above average performance compared to 420 large Health Care companies worldwide.

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Carlsberg Brewery Malaysia – World Class Benchmarking

By Become a Better Investor | Jan 9, 2023

Carlsberg Brewery Malaysia Berhad (CAB MK): Profitable Growth rank of 1 was same compared to the prior period’s 1st rank. This is World Class performance compared to 480 medium Cons. Staples companies worldwide.

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