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A. Stotz All Weather Strategies – August 2022

By Andrew Stotz | Sep 27, 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.

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Is the Equity Spin-off Enough to Unlock Daimler Truck’s Value?

By Andrew Stotz | Sep 26, 2022

What’s interesting about Daimler Truck is that 99.9% of the shareholders approved the spin-off.

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Become a Better Investor Newsletter – 24 September 2022

By Andrew Stotz | Sep 24, 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.

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Sino Land – World Class Benchmarking

By Become a Better Investor | Sep 23, 2022

Sino Land Company Limited (83 HK): Profitable Growth rank of 1 was same compared to the prior period’s 1st rank. This is World Class performance compared to 250 large Real Estate companies worldwide.

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Chongqing Department Store – World Class Benchmarking

By Become a Better Investor | Sep 22, 2022

Chongqing Department Store Company Limited (600729 SH): Profitable Growth rank of 6 was down compared to the prior period’s 5th rank. This is below average performance compared to 1,030 large Cons. Disc. companies worldwide.

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Saras SpA – World Class Benchmarking

By Become a Better Investor | Sep 21, 2022

Saras SpA (SRS IM): Profitable Growth rank of 7 was up compared to the prior period’s 9th rank. This is below average performance compared to 330 large Energy companies worldwide.

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Sino Wealth Electronic – World Class Benchmarking

By Become a Better Investor | Sep 20, 2022

Sino Wealth Electronic Limited (300327 SZ): Profitable Growth rank of 1 was same compared to the prior period’s 1st rank. This is World Class performance compared to 900 medium Info Tech companies worldwide.

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Bumitama Agri – World Class Benchmarking

By Become a Better Investor | Sep 19, 2022

Bumitama Agri Limited (BAL SP): Profitable Growth rank of 2 was up compared to the prior period’s 5th rank. This is World Class performance compared to 610 large Cons. Staples companies worldwide.

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Become a Better Investor Newsletter – 17 September 2022

By Andrew Stotz | Sep 17, 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.

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ADAMA – World Class Benchmarking

By Become a Better Investor | Sep 16, 2022

ADAMA Limited (000553 SZ): Profitable Growth rank of 9 was up compared to the prior period’s 10th rank. This is poor performance compared to 910 large Materials companies worldwide.

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