Posts by Andrew Stotz
Worse Than a Thief: Misunderstanding Quality (Part 9)
Join Bill Bellows and Andrew Stotz as they discuss what actions (or inactions) make us worse than thieves and how that relates to expiration dates, and acceptability vs desirability. Plus, stories about job swapping, Achieving Competitive Excellence, and birthdays.
Read MoreBecome a Better Investor Newsletter – 4 January 2025
The world is better. Concentrated S&P 500 performance. US$ is massively overvalued. EU regulates. Keep investing simple.
Read MoreDefine the Problem: Path for Improvement (Part 5)
Before you start solving a problem, you need to know what, precisely, you’re trying to solve. In this episode, John Dues and Andrew Stotz talk about how to figure out the problem on which you will focus your team’s efforts.
Read MoreTaiwan Was the Best Performer in Asia in 2024
Taiwan, Singapore, China, Malaysia, India and Philippines were the only markets with a positive return in 2024. Taiwan was the strongest performer in USD and local terms.
Read MoreMy Worst Investment Ever December 2024
In December 2024, we published 3 new episodes of the My Worst Investment Ever podcast. Listen to all of them here.
Read MoreBecome a Better Investor Newsletter – 28 December 2024
Small caps continue to underperform. Russia uses BTC to get around sanctions. EU has imported a lot of Russian fossils. Inflation matters. Diamonds don’t store value.
Read MoreBeyond Looking Good: Misunderstanding Quality (Part 8)
In this episode, Bill Bellows and Andrew Stotz dive further into acceptability versus desirability in the quality world. Is it enough that something is “good” – meets requirements – or do you need to focus on degrees of “good”? How can you tell the difference?
Read MoreBecome a Better Investor Newsletter – 21 December 2024
Fed cuts by 0.25%. Value stocks get historically hit. Fartcoin hits US$1bn. Fund managers move to stocks. Bitcoin takes over Bloomberg.
Read MoreEnrich Your Future 21: Think You Can Beat the Market? Think Again
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 21: You Can’t Handle the Truth.
Read MoreSee the System: Path for Improvement (Part 4)
Before you jump into tools and solutions, you need to take a step back. In this episode, John Dues and Andrew Stotz discuss the four questions you need to ask in order to make the system you want to work on visible, and decide on a direction.
Read More