Posts by Andrew Stotz
My Worst Investment Ever September 2022
In September 2022, we published 13 new episodes of the My Worst Investment Ever podcast. Listen to all of them here.
Read MoreBecome a Better Investor Newsletter – 1 October 2022
Fed is hiking rates at a record pace. Jeremy Siegel pounds on the Fed. The Bank of England has already ended QT. Italy’s first female PM is anti-establishment.
Read MoreA. Stotz All Weather Strategies – August 2022
The All Weather Strategy: The market expects Fed and the ECB to hike aggressively, even if it causes a recession. Europe’s energy crisis is far from over.
Read MoreIs the Equity Spin-off Enough to Unlock Daimler Truck’s Value?
What’s interesting about Daimler Truck is that 99.9% of the shareholders approved the spin-off.
Read MoreBecome a Better Investor Newsletter – 24 September 2022
The big event of the week was the FOMC meeting, where the Fed decided to hike 0.75% in line with market expectations causing the stock market to fall.
Read MoreBecome a Better Investor Newsletter – 17 September 2022
Reduced liquidity has driven down financial markets, bonds have been exceptionally bad in 2022YTD, and fertilizer production shutdowns are going to be painful for poor people worldwide.
Read MoreIs Snapchat Suffering a Slow and Painful Death?
What’s interesting about Snapchat is that its share price is 88% below its Sep‘21 all-time high.
Read MoreBecome a Better Investor Newsletter – 10 September 2022
Energy crisis worsens in Europe, not all countries are rich enough to deal with high energy prices, and OPEC+ continues to miss output targets. Japan restarts nuclear. Biden to forgive student loans.
Read MoreWarren Buffett Owns BYD Auto, Should You?
What’s interesting about BYD is that Warren Buffett owns 20% of its outstanding H-shares.
Read MoreFacebook Stock Crashed 58%: BUY or SELL?
What’s interesting about Meta is that it trades at a PE ratio of 13x.
Read More