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How Long before Carlsberg Recovers from Abandoning Russia?

By Andrew Stotz | Aug 22, 2022

What’s interesting about Carlsberg is that goodwill accounts for a massive 40% of assets.

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President Chain Store Corp – World Class Benchmarking

By Become a Better Investor | Aug 19, 2022

President Chain Store Corporation (2912 TT): Profitable Growth rank of 7 was same compared to the prior period’s 7th rank. This is below average performance compared to 610 large Cons. Staples companies worldwide.

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Global Profitability Does Not Yet Show a Recession

By Become a Better Investor | Aug 18, 2022

Global profitability does not yet show a recession. In this video, Andrew Stotz analyzes global markets by applying our Become a Better Investor Community Cheat Sheet.

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PTT Exploration and Production – World Class Benchmarking

By Become a Better Investor | Aug 17, 2022

PTT Exploration and Production Public Company Limited (PTTEP TB): Profitable Growth rank of 5 was up compared to the prior period’s 6th rank. This is average performance compared to 330 large Energy companies worldwide.

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Would You Place a Bet on China-Backed SMIC to Win the Semiconductor Race?

By Andrew Stotz | Aug 16, 2022

What’s interesting about SMIC is that it’s the 5th largest chipmaker in the world.

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Bangkok Dusit Medical Services – World Class Benchmarking

By Become a Better Investor | Aug 15, 2022

Bangkok Dusit Medical Services Public Company Limited (BDMS TB): Profitable Growth rank of 4 was up compared to the prior period’s 6th rank. This is above average performance compared to 400 large Health Care companies worldwide.

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Prestige Consumer Healthcare – World Class Benchmarking

By Become a Better Investor | Aug 12, 2022

Prestige Consumer Healthcare Incorporated (PBH US): Profitable Growth rank of 6 was same compared to the prior period’s 6th rank. This is below average performance compared to 400 large Health Care companies worldwide.

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Keppel Corporation – World Class Benchmarking

By Become a Better Investor | Aug 11, 2022

Keppel Corporation Limited (KEP SP): Profitable Growth rank of 8 was up compared to the prior period’s 10th rank. This is below average performance compared to 1,530 large Industrials companies worldwide.

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A. Stotz All Weather Strategies – July 2022

By Andrew Stotz | Aug 10, 2022

The All Weather Strategy: Global upheaval as ESG policies backfire. Fed hiked 0.75% and the definition of a recession was changed.

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Joy in Learning: Deming in Education with David P. Langford (Part 1)

By Andrew Stotz | Aug 9, 2022

Deming frequently discussed the right to joy in work and in learning. But what does that mean exactly? David P. Langford explains Deming’s intent, particularly as it applies to education.

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