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Learning that drives better investment decisions

Andrew Stotz on the Every Day Business Show Podcast

By Andrew Stotz | Jul 29, 2022

Andrew had a chat with Toni Lontis on her Every Day Business Show podcast.

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Is Ferrari’s Prestige Enough to Drive Its High Valuation?

By Andrew Stotz | Jul 28, 2022

What’s interesting about Ferrari is that when they increase the price, demand also rises.

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Ooredoo – World Class Benchmarking

By Become a Better Investor | Jul 27, 2022

Ooredoo QPSC (QRDS UH): Profitable Growth rank of 8 was up compared to the prior period’s 9th rank. This is below average performance compared to 270 large Comm. Serv. companies worldwide.

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In Their Own Words – Comparing Deming, Lean, and Six Sigma

By Andrew Stotz | Jul 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.

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International Holding Company – World Class Benchmarking

By Become a Better Investor | Jul 25, 2022

International Holding Company PJSC (IHC UH): Profitable Growth rank of 2 was down compared to the prior period’s 1st rank. This is World Class performance compared to 610 large Cons. Staples companies worldwide.

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Regional Container Lines – World Class Benchmarking

By Become a Better Investor | Jul 22, 2022

Regional Container Lines Public Company Limited (RCL TB): Profitable Growth rank of 1 was same compared to the prior period’s 1st rank. This is World Class performance compared to 1,510 large Industrials companies worldwide.

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Andrew Stotz on Right Now by Eig Banphot

By Become a Better Investor | Jul 21, 2022

Andrew had a chat with Banphot on his show Right Now on 10 July 2022.

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A. Stotz All Weather Alpha Focus – June 2022

By Andrew Stotz | Jul 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.

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A. Stotz All Weather Strategy – June 2022

By Andrew Stotz | Jul 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.

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

By Andrew Stotz | Jul 18, 2022

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

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