The post Become a Better Investor Newsletter – 2 December 2023 appeared first on Become a Better Investor. Noteworthy this week One of the great has left us Rules for thee but not for me Elon says “f*ck them” to virtue signallers China and Saudi Arabia trade a lot Kyrgyzstan loves German vehicles One of the great has left us: Charlie Munger passed away just a month shy of 100 years old. His wisdom will live a lot longer. Charlie Munger (1924-2023) What a wise man. RIP pic.twitter.com/SK66JLVONU — Ramnath (@rmnth) November 29, 2023 Rules for thee but not for me: 250 German government offici ..read more

The post It Depends! Rethinking Improvements: Awaken Your Inner Deming (Part 10) appeared first on Become a Better Investor. The post was originally published here. It Depends! Rethinking Improvements: Awaken Your Inner Deming (Part 10) “When we answer a question with “it depends” we are asking for more information about the possible variables that will inform the answer. In this episode, Bill Bellows and host Andrew Stotz discuss how, in the Deming world, “it depends” can trigger improvements in processes or products and services.” Get the full show notes here ..read more

The post Yangzijiang Shipbuilding Holdings – World Class Benchmarking appeared first on Become a Better Investor. Company: Yangzijiang Shipbuilding Holdings Limited Bloomberg ticker: YZJ SP Market cap: US$4,835m Background: Yangzijiang Shipbuilding Holdings Limited is a leading shipbuilding enterprise in China founded in 1956 and the only mega-containership builder in China. Most of its revenue is derived from shipbuilding of container, cargo, and other vessels. The remainder comes from investments, sales of shipping-related goods and services and trading. World Class Benchmarking of Yangzijia ..read more

The post Cheil Worldwide – World Class Benchmarking appeared first on Become a Better Investor. Company: Cheil Worldwide Incorporated Bloomberg ticker: 030000 KS Market cap: US$1,703m Background: The company is the largest marketing and advertising company in Korea by revenue and in the top 20 globally. The company is part of the Samsung Group. Through its offices and 9 affiliates in 44 countries CW offers strategic, creative, and integrated media solutions to for example Samsung, Absolut, Adidas, Coca-Cola, and Lego. World Class Benchmarking of Cheil Worldwide   Profitable Growth rank ..read more

The post Huaming Power Equipment – World Class Benchmarking appeared first on Become a Better Investor. Company: Huaming Power Equipment Company Limited Bloomberg ticker: 002270 SZ Market cap: US$1,715m Background: Huaming Power Equipment Company Limited manufactures and sells power equipment and components. World Class Benchmarking of Huaming Power Equipment   Profitable Growth rank of 2 was same compared to the prior period’s 2nd rank This is World Class performance compared to 1,220 medium Industrials companies worldwide Profitability rank of 1 was better than its Growth rank of 3 Pr ..read more

The post ISMS 35: Larry Swedroe – Great Companies Are Not Always High-Return Investments appeared first on Become a Better Investor. The post was originally published here. Listen on Apple | Google | Spotify | YouTube | Other Quick take In this episode of Investment Strategy Made Simple (ISMS), Andrew gets into part two of his discussion with Larry Swedroe: Ignorance is Bliss. Today, they discuss two chapters of Larry’s book Investment Mistakes Even Smart Investors Make and How to Avoid Them. In this twelfth series, they discuss mistake number 22: Do You Confuse Great Companies with High ..read more

The post Become a Better Investor Newsletter – 25 November 2023 appeared first on Become a Better Investor. Noteworthy this week US Gov’t spending at WW2 levels Bank credit is contracting Stock market scars impact asset allocation Argentina’s new president doesn’t like the left Investors welcome Milei’s presidency US Gov’t spending at WW2 levels: A couple of points are interesting about this chart, the first being that the US Gov’t spending is at the wartime level. The other point is that the Gov’t spending has been on a rising trend following the normalization after WW2. I am not big fan o ..read more

The post How to Build Trust: Role of a Manager in Education (part 10) appeared first on Become a Better Investor. The post was originally published here. How to Build Trust: Role of a Manager in Education (part 10) “”Trust me!’ We’ve all heard it, and probably said it. But how do you build a culture of trust at work, or in a classroom? David Langford and host Andrew Stotz talk about how inclusive decision-making inspires trust, and leads to better outcomes.” Get the full show notes here.  Listen on Apple Podcasts or Google Podcasts. Read more arti ..read more

The post Vallourec SA – World Class Benchmarking appeared first on Become a Better Investor. Company: Vallourec SA Bloomberg ticker: VK FP Market cap: US$2,819m Background: Vallourec S.A. is a multinational manufacturing company headquartered in France. The company specializes in hot rolled seamless steel tubes, expandable tubular technology, automotive parts, and stainless steel, which it provides to energy, construction, automotive, and mechanical sectors. World Class Benchmarking of Vallourec SA   Profitable Growth rank of 2 was up compared to the prior period’s 5th rank This is Worl ..read more

The post IHH Healthcare – World Class Benchmarking appeared first on Become a Better Investor. Company: IHH Healthcare Berhad Bloomberg ticker: IHH MK Market cap: US$10,948m Background: IHH Healthcare Berhad is a prominent healthcare services provider in Asia, Central and Eastern Europe, the Middle East, and North Africa. With more than 30,000 employees globally, IHH operates across 10 countries and has close to 10,000 beds in 52 hospitals. IHH holds a significant stake in Parkway Life (PREIT SP), a healthcare real estate investment trust, and in Apollo Hospitals (APHS IN). World Class Benchma ..read more