Posts by Andrew Stotz
Myth of the Bottom Line: Boosting Lean with Deming (Part 3)
Is your financial bottom line the true story of your organization? In this episode, Jacob Stoller and Andrew Stotz take on the myth of the bottom line – maybe it doesn’t tell you what you think it does.
Read MoreBecome a Better Investor Newsletter – 26 October 2024
Buffett indicator at an all-time high. S&P 500’s profit margin at an all-time high. S&P 500’s market cap concentration at an all-time high. Gold at an all-time high. Silver at a 12-year high.
Read MoreEnrich Your Future 16: The Estimated Return Is Not Inevitable
In this episode of Enrich Your Future, Andrew and Larry Swedroe discuss Larry’s new book, Enrich Your Future: The Keys to Successful Investing. In this series, they discuss Chapter 16: All Crystal Balls are Cloudy.
Read MoreThe Myth of Segmented Success: Boosting Lean with Deming (Part 2)
Is the whole simply a sum of its parts? In this episode, Jacob Stoller and Andrew Stotz discuss what happens when you divide a company into pieces and manage them separately – and what to do instead.
Read MoreBecome a Better Investor Newsletter – 19 October 2024
Stock buybacks at an all-time high. China remains deflationary. BRICS have loaded up on gold. Blackrock continues to push Bitcoin. Higher taxes ≠ higher tax revenues.
Read MoreThe Red Bead Experiment: Misunderstanding Quality (Part 5)
What can Dr. Deming’s famous Red Bead Experiment teach us about quality? What happens when you only focus on the bad, and ignore the good? In this episode Bill Bellows and Andrew Stotz discuss acceptability vs desirability in the context of the Red Beads and a few of the 14 Points for Management.
Read MoreBecome a Better Investor Newsletter – 12 October 2024
Lost decades are common. Blackrock–the new BTC maxi. US creates more gov’t jobs. China sees record drop. Peak obesity in the US.
Read MoreSetting the Challenge: Path for Improvement (Part 2)
In this episode, John Dues and Andrew Stotz discuss the first part of John’s path for improvement model – setting the challenge. Using an example from United Schools Network, John explains their aspirations for cutting chronic absenteeism rates.
Read MoreA. Stotz All Weather Strategies – September 2024
China saw a massive rebound, and Gold did well. Performance review of our strategies in September 2024 – All Weather Inflation Guard fell 0.1%, All Weather Strategy was gained 1.6%, All Weather Alpha Focus fell 0.4%.
Read MoreBecome a Better Investor Newsletter – 5 October 2024
The Chinese stimulus rally. Money supply on the rise again. S&P 500’s dividend yield at 1.3%. Gold trades at extremes. Germans keep money in the bank.
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