Skip to content
Investment Analysis - The Complete Guide

Investment Analysis: The Complete Guide

By Andrew Stotz

Investment analysis is the process of evaluating financial assets, such as stocks, bonds, and portfolios, to determine their value, risk, and potential return. Professional analysts use it to decide what to buy, hold, or sell, and at what price. Whether you’re building a DCF model, applying the Capital Asset Pricing Model (CAPM), or assessing a…

Read More

Airbus Has Outperformed the S&P500 Since 2016

By Andrew Stotz

What’s interesting about Airbus is…that since 2016 it has outperformed the S&P500.

Read More

SAP’s Profitability Is Not as High as You Would Think

By Andrew Stotz

What’s interesting about SAP is that its profitability is not as high as you would think.

Read More

Careers in Finance with Pichet Sithi-Amnuai

By Andrew Stotz

Pichet Sithi-Amnuai is the President of Bualuang Securities, the capital markets arm of Bangkok Bank. He is also the Chairman of the Association of Thai Securities Companies (ASCO), and the Vice chairman of The Stock Exchange of Thailand (SET).

Read More

Starbucks Helps Us Better Understand ROA and ROIC

By Andrew Stotz

What’s interesting about Starbucks is that we can use it to better understand ROA and ROIC.

Read More

For Every Dollar of Coca-Cola You Buy a Quarter Goes to Profit

By Andrew Stotz

What’s interesting about Coca-Cola is that for every dollar paid, nearly a quarter goes to profit.

Read More

McDonald’s Is a True Global Operating Machine

By Andrew Stotz

What’s interesting about McDonald’s is…you can not use Return on equity to assess profitability.

Read More

Careers in Finance with Thaksapohn Peerapatpokin

By Andrew Stotz

Thaksapohn Peerapatpokin is a Vice President at MQDC Idyllias Mettaverse and an engineer with a decade of experience in Turbomachinery equipment.

Read More

Life Lessons from a Financial Analyst

By Andrew Stotz

There is no “correct” value for a business. Since valuation is based on assumptions, two people rarely come to the same conclusion. Therefore, value is determined through a negotiation process driven by the motivations and assessment of the buyer and seller.

Read More

Asian Family Business with Theeraphap Aunyanuphap

By Andrew Stotz

Theeraphap Aunyanuphap joins Dr. Andrew Stotz, CFA to share his insights about Asian Family Business. Theeraphap is an independent family business consultant who helps families pass on the future of the family and business to the next generation.

Read More