Skip to content
Learning that drives better investment decisions

Can Alibaba Continue to Maintain Its Dominant Position?

By Andrew Stotz | Oct 5, 2022

Alibaba’s GMV is twice of Amazon’s. In 2020, Jack Ma criticized China’s banking system as being inefficient which led to realization that China’s big techs are wielding too much power.

Read More

Glodon – World Class Benchmarking

By Become a Better Investor | Oct 4, 2022

Glodon Company Limited (002410 SZ): Profitable Growth rank of 5 was same compared to the prior period’s 5th rank. This is average performance compared to 720 large Info Tech companies worldwide.

Read More

My Worst Investment Ever September 2022

By Andrew Stotz | Oct 3, 2022

In September 2022, we published 13 new episodes of the My Worst Investment Ever podcast. Listen to all of them here.

Read More

Become a Better Investor Newsletter – 1 October 2022

By Andrew Stotz | Oct 1, 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 More

CITIC Offshore Helicopter – World Class Benchmarking

By Become a Better Investor | Sep 30, 2022

CITIC Offshore Helicopter Company Limited (000099 SZ): Profitable Growth rank of 5 was up compared to the prior period’s 7th rank. This is average performance compared to 1,370 medium Industrials companies worldwide.

Read More

YTL Power International – World Class Benchmarking

By Become a Better Investor | Sep 29, 2022

YTL Power International Berhad (YTLP MK): Profitable Growth rank of 7 was up compared to the prior period’s 10th rank. This is below average performance compared to 310 large Utilities companies worldwide.

Read More

Gulf Energy Development – World Class Benchmarking

By Become a Better Investor | Sep 28, 2022

Gulf Energy Development Public Company Limited (GULF TB): Profitable Growth rank of 5 was same compared to the prior period’s 5th rank. This is average performance compared to 310 large Utilities companies worldwide.

Read More

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.

Read More

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.

Read More

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.

Read More