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LIVE: Top 3 Global Consequences of the War in Ukraine

By Andrew Stotz | Apr 26, 2022

Live broadcast by FINNOMENA. Andrew covers the following topics: All Weather Strategy review and outlook & Top 3 global consequences of the war in Ukraine.

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Lanna Resources – World Class Benchmarking

By Become a Better Investor | Apr 25, 2022

Lanna Resources Public Company Limited (LANNA TB): Profitable Growth rank of 2 was up compared to the prior period’s 6th rank. This is World Class performance compared to 200 medium Energy companies worldwide.

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Would You Buy Tesla on 19x 2025 Earnings?

By Andrew Stotz | Apr 22, 2022

Near-term strength, but market dominance declines, many American companies fail in China, but not Tesla, and rapid production ramp up to ride EV wave.

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Thonburi Healthcare Group – World Class Benchmarking

By Become a Better Investor | Apr 21, 2022

Thonburi Healthcare Group Public Company Limited (THG TB): Profitable Growth rank of 2 was up compared to the prior period’s 8th rank. This is World Class performance compared to 390 medium Health Care companies worldwide.

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Can Puregold Turn Philippine Grocery Retail Into Pure Gold?

By Andrew Stotz | Apr 20, 2022

Aggressive expansion to lay foundation for massive growth, resilient business model in low penetrated industry, and industry consolidation could enhance gross margin.

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Star Petroleum Refining – World Class Benchmarking

By Become a Better Investor | Apr 19, 2022

Star Petroleum Refining Public Company Limited (SPRC TB): Profitable Growth rank of 3 was up compared to the prior period’s 10th rank. This is above average performance compared to 280 large Energy companies worldwide.

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Does SKF’s High Value Creation Deserve a Re-Rating?

By Andrew Stotz | Apr 18, 2022

Consolidation of manufacturing sites drives margin expansion, high single-digit industry growth mainly driven by Asia, and consistent value creation while peers struggle.

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Univanich Palm Oil – World Class Benchmarking

By Become a Better Investor | Apr 15, 2022

Univanich Palm Oil Public Company Limited (UVAN TB): Profitable Growth rank of 1 was up compared to the prior period’s 3rd rank. This is World Class performance compared to 440 medium Cons. Staples companies worldwide.

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Andrew Stotz on The Brand Called You Podcast

By Become a Better Investor | Apr 14, 2022

Andrew had a chat with Ashutosh Garg of The Brand Called You podcast.

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A. Stotz All Weather Alpha Focus – March 2022

By Andrew Stotz | Apr 13, 2022

All Weather Alpha Focus: The strategy was 1.5% above the 60/40 portfolio in March. We expect central banks to do what they can to prop up markets and the Indian stock market to remain strong.

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