Andrew Stotz, Author at Become a Better Investor

Comparing Deming, Lean, and Six Sigma: Interview with Mustafa Shraim

By Andrew Stotz | July 26, 2022 |

Andrew Stotz talks with Dr. Mustafa Shraim of Ohio University about Deming’s approach to variation, comparing it to Lean and Six Sigma.

A. Stotz All Weather Alpha Focus – June 2022

By Andrew Stotz | July 20, 2022 |

Inflation and recession concerns were in focus. All Weather Alpha Focus was 4.2% below 60/40 and 1.0% below World Equity in June due to our 20% tilts to Energy and Commodities.

A. Stotz All Weather Strategy – June 2022

By Andrew Stotz | July 19, 2022 |

The All Weather Strategy: Inflation and recession concerns were in focus. Performance: On par with a 60/40 portfolio in June. War in Ukraine, recovery demand, and supply-chain bottlenecks to drive commodities and gold.

Did China Put the Last Nail in Under Armour’s Coffin?

By Andrew Stotz | July 18, 2022 |

What’s interesting about Under Armour is that its share price has dropped by 50% over the past 6 months.

Why Did Warren Buffett Significantly Increase His Stake in Chevron?

By Andrew Stotz | July 15, 2022 |

In the S&P500, the Energy sector makes up just 3.7%. Buffett place a heavy bet on Energy. The investment in Chevron and Occidental add up to around 10% of his portfolio.

Kevin Cahill’s Reflections on Dr. Deming and the Deming Institute

By Andrew Stotz | July 14, 2022 |

Kevin Cahill, President and Executive Director of the Deming Institute, reflects on growing up with Dr. Deming, learning about his grandfather’s impact on the world, and his own Deming journey.

Should Twitter’s Shareholders Accept Elon Musk’s Offer?

By Andrew Stotz | July 13, 2022 |

Between July 2021 and January 2022, the share price dropped by half. With the rumors around Elon Musk, Twitter’s share price started to recover.

Let’s Help Elon Musk Take a Deep Dive into Twitter’s Valuation

By Andrew Stotz | July 12, 2022 |

What’s interesting about Twitter is that it makes a better toy for Elon than an investment.

Would You Invest in Thales if Its Profits Come from War?

By Andrew Stotz | July 8, 2022 |

What’s interesting about Thales is that the Ukrainian war has been a massive catalyst for its share price.

Can Walt Disney Really Hit US$100bn Revenue by 2024?

By Andrew Stotz | July 6, 2022 |

Over the past 9 years, Disney saw a 5% CAGR revenue growth, streaming platform Disney+ comprises new growth engine, and fast recovery of theme parks could drive revenue rebound.