Posts by Andrew Stotz
A. Stotz All Weather Strategy – January 2022
All Weather Strategy: AWS significantly outperformed a traditional 60/40 portfolio by 2.2% in January 2022. Fed/ECB unwillingness to crash markets could drive equities higher. Recovery demand and supply-chain bottlenecks to drive commodities. Risks: Inflation quickly gets under control, new lockdowns, Fed rate hikes crashing the US market.
Read MoreMy Worst Investment Ever January 2022
In January 2022, we published 13 new episodes of the My Worst Investment Ever podcast. Listen to all of them here.
Read MoreCan the World’s Least Profitable Carmaker Turnaround?
Restructuring is challenged by immense cost pressures, pure play approach to ride EV momentum, and easing of supply constraints fosters revenue rebound.
Read MoreCan the World’s Largest Carmaker Handle the ESG Pressure?
EV skepticism could become costly in woke environment, demand rebound makes up for lost production, and ongoing share repurchase program keeps returns alive.
Read MoreMy Worst Investment Ever December 2021
In December 2021, we published 14 new episodes of the My Worst Investment Ever podcast. Listen to all of them here.
Read MorePresent Equity Research That Wins the CFA Research Challenge
I go through the 10 elements that can help you win the CFA Institute Research Challenge.
Read MoreHow to Write Equity Research That Wins the CFA Research Challenge
I wrote a piece about the 8 elements needed to write an equity research report that wins the CFA Research Challenge.
Read MoreIs Mercedes-Benz’s Restructuring Enough to Close the Tech Gap with Tesla?
Planned restructuring to turnaround profitability and value, accelerated electrification necessary to stay competitive, and strategic partnerships to bring autonomous driving forward.
Read MoreMy Worst Investment Ever November 2021
In November 2021, we published 13 new episodes of the My Worst Investment Ever podcast. Listen to all of them here.
Read MoreAn Investment Framework Forces Discipline
The father of value investing, Benjamin Graham, said, “The investor’s chief problem—and even his worst enemy—is likely to be himself.” In this post, we’ll cover five common biases and how you can deal with them.
Read More