Posts by Andrew Stotz
Is Hyundai’s Parallel Strategy a Potent Value Play?
Contrarian bet on hydrogen could be a winning strategy, long-awaited margin rebound could justify re-rating, and reducing reliance on global supply chains.
Read Full PostWhat Is the Valuation Master Class?
The Valuation Master Class is the only program that trains you exactly how to value actual companies like a pro and get your dream job in finance.
Read Full PostCan the World’s Least Profitable Carmaker Turnaround?
Restructuring is challenged by immense cost pressures, pure play approach to ride EV momentum, and easing of supply constraints fosters revenue rebound.
Read Full PostPresent Equity Research That Wins the CFA Research Challenge
In this video, I go through the 10 elements that can help you win the CFA Institute Research Challenge. I wrote this from my own experience both as a judge and more importantly as a financial analyst all my career.
Read Full PostCan the World’s Largest Carmaker Handle the ESG Pressure?
EV skepticism could become costly in woke environment, demand rebound makes up for lost production, and ongoing share repurchase program keeps returns alive.
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