Posts by Andrew Stotz
How Did Goldman Sachs Determine the Intrinsic Value of Twitter?
What’s interesting about Twitter is that Goldman Sachs evaluated Elon Musk’s offer as fair.
Read MoreMy Worst Investment Ever June 2022
In June 2022, we published 13 new episodes of the My Worst Investment Ever podcast. Listen to all of them here.
Read MoreAndrew Stotz on “Life: The Battlefield” Podcast
Andrew had a chat with Mario Bekes on his “Life: The Battlefield” Podcast.
Read MoreIs Snapchat’s Crash Symbolic of the Social Media Fall?
What’s interesting about Snapchat is that its share price is 82% below its Oct ‘21 all-time high.
Read MoreDeming Can Be Easily Understood: Interview with Kelly Allan
Kelly Allan shares his experience with bringing the Deming philosophy into many companies. So much of the leadership principles Dr. Deming taught have seeped into companies in all industries.
Read MoreA. Stotz All Weather Alpha Focus – May 2022
All Weather Alpha Focus was 1.3% above the 60/40 portfolio in May. The war in Ukraine is going to continue to rattle markets, and we think World Energy and Commodities will do well, which is reflected in our 20% tilts. We expect the Indian stock market to remain strong.
Read MoreA. Stotz All Weather Strategy – May 2022
The All Weather Strategy underperformed a traditional 60/40 portfolio by 0.3% in May 2022. War in Ukraine, recovery demand, and supply-chain bottlenecks to drive commodities and gold.
Read MoreMy Worst Investment Ever May 2022
In May 2022, we published 13 new episodes of the My Worst Investment Ever podcast. Listen to all of them here.
Read MoreHas Volvo’s Strong Value Creation Been Overlooked by the Market?
Acquisition in China to ride demand wave, consistent value addition through strong profitability, and leading role in EV and hydrogen to reclaim market share.
Read MoreIs Nike’s Sports Supremacy Enough to Justify Its High Valuation?
Digital expansion bears fruit, driving top-line growth, reengineering retail business could enhance margin further, and competitive position means profits beat those of biggest rival.
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