Posts by Andrew Stotz
Why Did Warren Buffett Significantly Increase His Stake in Chevron?
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.
Read MoreKevin Cahill’s Reflections on Dr. Deming and the Deming Institute
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.
Read MoreShould Twitter’s Shareholders Accept Elon Musk’s Offer?
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.
Read MoreLet’s Help Elon Musk Take a Deep Dive into Twitter’s Valuation
What’s interesting about Twitter is that it makes a better toy for Elon than an investment.
Read MoreWould You Invest in Thales if Its Profits Come from War?
What’s interesting about Thales is that the Ukrainian war has been a massive catalyst for its share price.
Read MoreCan Walt Disney Really Hit US$100bn Revenue by 2024?
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.
Read MoreHow 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.
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