Andrew Stotz, CEO, A Stotz Investment Research; Host, Worst Podcast-My Worst Investment Ever
Andrew Stotz is the CEO of A Stotz Investment Research. He is also a co-founder of Coffee Works. Andrew is also a host of a podcast called, “My Worst Investment Ever”. Tune in to this conversation to plan your finances.
Podcast
Overview
We know, that just working in a job or one source of income is difficult to make us stay afloat in the world. Especially, with business owners, the source of income may be their business activity, but the source of wealth is investments.
However, it is not easy as it sounds. One needs a proper understanding of the financial market. Here comes the role of financial analysts, who can enable one to invest in the right stocks and generate wealth. Today, we bring to you an engaging conversation with a financial analyst, who takes us through the intricacies and importance of financial planning.
About Andrew Stotz
Andrew Stotz is the CEO of A Stotz Investment Research. He is also a co-founder of Coffee Works. Andrew is also a host of a podcast called, “My Worst Investment Ever”. Tune in to this conversation to plan your finances.
DISCUSSION
Andrew shares the scope of his work into three key categories:
- Helping people with their financial and accounting business
- Managing money and advising people on how to invest
- Valuing companies.
Andrew shares how an entrepreneur is always focussed on selling products and services without focusing on accounting and bookkeeping.
He shares several such anecdotes where they helped clients come out of the financial problem in the last minutes. Andrew says, “If you don’t have a monthly financial statement, balance sheet, and cash flow, you are heading for trouble.”
Determining Values
Andrew shares how only large businesses have funding and the ability to follow accounting norms. He talks about the role of finance in business as a support system. He describes finance, “Finance is a mirror, it is a reflection or result of management decisions.”
He talks about the valuation process and favors the market in determining the value. He says, “It determines the price of an asset that goes up or down. Value is a negotiation. There is no correct value.”
Andrew’s USP
Andrew shares his USPs in a field where many claim to be financial advisors. He shares how he has developed a structure for investing, which he calls FVMR:
F – Fundamental
V – Valuation
M – Momentum
R – Risk
Andrew also talks about his discipline and describes the process of when and when not to look over the investments. He also shares his views on the right time and the amount to invest in stocks, which he describes as, “110 – one’s age.”
More About Andrew
Andrew is also a podcast host of a podcast called, “My Worst Investment Ever”.
He talks to people about their worst investments ever. He also shares his views on the audio vs. video format of running a conversation show. Andrew favors audio over video, as he feels people need to stop things when they engage in watching a video show.
Profile
Andrew is the CEO of A. Stotz Investment Research, which helps clients create, grow, measure, and protect the value and the co-founder of CoffeeWORKS – Thailand’s leading B2B specialty coffee roaster.
He served two terms as President of CFA Society Thailand and during his investment banking career and was voted the #1 financial analyst in Thailand.
Andrew is also the Worst Podcast host of My Worst Investment Ever podcast, the #1 risk-management podcast that helps future generations reduce their investment risks by learning through the stories of others.
In addition to his three decades in the financial industry and teaching finance, Andrew has written four books and six online courses. Among them, ValuationMasterClass.com – the world’s #1 practical valuation online course.
