Posts by Andrew Stotz
Category and Continuum Thinking: Misunderstanding Quality (Part 6)
Is quality simply a matter of two categories: good and bad? But then how do you get to “better”? In this episode, Bill Bellows and Andrew Stotz discuss categories and continuum thinking.
Read MoreBecome a Better Investor Newsletter – 2 November 2024
Gold hits another ATH. Central banks hold record gold reserves. Large US growth stocks were the best. It makes sense to be bullish. The flexible climate agenda.
Read MoreMy Worst Investment Ever October 2024
In October 2024, we published 4 new episodes of the My Worst Investment Ever podcast. Listen to all of them here.
Read MoreEnrich Your Future 17: Take a Portfolio Approach to Your Investments
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 17: There is Only One Way to See Things Rightly.
Read MoreMyth 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 More