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Learning From Your Worst Investment Mistakes

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Jacob Wolinsky
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ValueWalk's Raul  interviews Andrew Stotz, Co-Founder and CEO of A. Stotz Investment research and A. Stotz Academy and also the Co-Founder and Finance Director of CoffeeWORKS Ltd. He's also a podcast hosts for My Worst Investment Ever

Q3 2019 hedge fund letters, conferences and more

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Interview with Andrew Stotz

 

Transcript

Hello podcast listeners today's very special episode with Dr. Andrew Stotz. He's co founder and CEO of A. Stotz Investment Research. He's also a podcast hosts for My Worst Investment Ever podcast, and his co founder and CEO of Andrew Stotz Academy. He's also a co founder and finance director CoffeeWORKS Ltd. He's a graduate of the University of Science and Technology of China where he received his doctorate of philosophy and finance. He received his Bachelor of Science and business administration from California State University Long Beach and received his MBA from California State University Long Beach. He's a CFA charterholder. In today's episode, we discuss his approach to investing equity research, and his podcast as well. I want to welcome Dr. Andrew to the show and want to welcome our listeners to a very special episode.

Welcome to ValueTalk with Raul.

All right. Yeah, so I just wanted to welcome my listeners to a very special episode. I have Andrew Stotz, CEO of A. Stotz Investment research and valuation master. Andrew, welcome to the show. Thank you very much. I'm glad to be here. All right. Yeah. If you just tell me about your background, and what led you to finance and investing.

So I was in University at Cal State Long Beach many, many years ago in about 1987. And I was, you know, looking at classes I like economics, I found accounting a bit boring. I thought, human resource and marketing, those types of things were pretty easy. So I thought I'll try finance and that's how I got into finance. Now, take go 30 some years later, and you realise holy crap, marketing is much more much harder than I thought. But I learned I've learned a lot over the years, I've basically got into finance. I moved to Thailand. I worked for, originally, I worked for Pepsi in Los Angeles, for three years in the operations, basically in the warehouse and in the manufacturing plants. And then I moved to Thailand to teach finance, which I did for one year from 1992 until 1983. And then in 1993, I was about 28 years old, and I got a job as a research analyst. And I can just tell you that, that day, I realised this is what I want to do for the rest of my life is to be an analyst. And that passion has never left me and it's been, you know, 27 years now.

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Jacob Wolinsky is the ex-Founder of Valuewalk.com (founded 2011, sold 2023). He is founder of HedgeFundAlpha (formerly ValueWalk Premium), a hedge fund focused intelligence service for institutional investors. Prior to founding Valuewalk, Jacob worked as an equity analyst covering small caps, a micro-cap analyst, doing member development a large hedge fund community and freelance financial writing. Jacob lives with his wife and five kids in Passaic NJ. - Email: jacob(at)hedgefundalpha.com. For confidential inquires email me for my Signal id. Other methods of secure communication are also available. FD: I almost exclusively avoid the purchase of equities to avoid conflict of interest and any insider information. I only purchase broad-based ETFs and mutual funds. I will disclsoe if I have a stake in any company, but in general avoid