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Toyota vs. EV Extremists – Who is right?

By Andrew Stotz

What’s interesting about Toyota is that if you buy today, you get its future growth for free.

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Can Li Ning Become a Sportswear Heavyweight?

By Andrew Stotz

What’s interesting about Li Ning is that its net profit in 2021 rose by 136%.

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Should Warren Buffett Sell Coca Cola After 34 Years?

By Andrew Stotz

What’s interesting about Coca Cola is that Warren Buffett owns more than 9% of the company.

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Is a Hand-Made Hermès Bag a Better Long-Term Investment than Its Stock?

By Andrew Stotz

What’s interesting about Hermès is that it is still owned by the family (now in 6th generation).

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

By Andrew Stotz

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

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Would You Bet on China-Backed SMIC to Win the Semiconductor Race?

By Andrew Stotz

What’s interesting about SMIC is that it’s the 5th largest chipmaker in the world.

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How Long before Carlsberg Recovers from Abandoning Russia?

By Andrew Stotz

What’s interesting about Carlsberg is that goodwill accounts for a massive 40% of assets.

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Will Adobe Continue to Disappoint Expectations?

By Andrew Stotz

What’s interesting about Adobe is that >90% of the world’s creative professionals use its software.

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Can Carnival Sail Safely through the Hurricane?

By Andrew Stotz

What’s interesting about Carnival is that its debt has swollen by 200% compared to pre-pandemic level.

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

By Andrew Stotz

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

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