Posts by Andrew Stotz
My Worst Investment Ever June 2025
In June 2025, we published 4 new episodes of the My Worst Investment Ever podcast. Listen to all of them here.
Read MoreBecome a Better Investor Newsletter – 28 June 2025
Israel-Iran truce. US is the no.1 oil producer. US$ down 10% YTD. NASDAQ loves July. Self-censorship threatens democracy.
Read MoreThai Stocks Must Produce Growth to Spark Interest
Developed markets are incredibly cheap these days, trading at less than 2x price-to-book value compared to 3.6x for developed markets (which are mainly comprised of the highly valued US).
Read MoreFVMR Methodology Reveals 8 Interesting Stocks in Thailand
We recently applied our FVMR Investing model in Thailand and identified eight stocks that we considered worthy of your further research. Remember that these are not recommendations.
Read MoreThailand’s Unyielding Spirit Brings Resilience and Opportunity
Thailand serves as a living testament to resilience. Since I arrived in 1992, the country has experienced multiple coups and constitutional changes, yet it continues to function, adapt, and even thrive in the most challenging moments.
Read MoreDemographics, Debt, and Education Failures Threaten Thailand’s Future
Thailand has overcome considerable challenges before, and I still believe it has the resilience to do so again. However, these three issues — demographics, debt, and education — won’t go away on their own.
Read MoreBecome a Better Investor Newsletter – 21 June 2025
The world is invested in the US. Is it time for EM?. JPM expects US stocks to underperform. Gold is 20% of CB reserves. China buys Iran’s oil.
Read MoreEnrich Your Future 34: Embrace the Bear: Why Market Crashes Are Your Silent Ally
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 34: Bear Markets: A Necessary Evil.
Read MoreBecome a Better Investor Newsletter – 14 June 2025
The TACO trade. EU might have some leverage on US. China is 50% of e-commerce. BoJ owns 52% of the gov’t debt. New BTC ATH.
Read MoreGetting Started with Quality as an Organizational Strategy: A Conversation with Cliff Norman and David Williams
Why would any leader choose to take on a transformation that requires rethinking how they lead, how their organization functions, and how they learn?
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