Value Investing

Vladimir Dimitrov, CFA

I am a former strategy consultant with heavy exposure to business and intangible assets valuation. Throughout my career I have been focused on solving complex business problems through the lens of the overall business strategy and by incorporating a set of valuation and financial modelling techniques.

In my spare time I have been exploring the concept of value investing and in particular finding companies with sustainable competitive advantages that also trade below their intrinsic value. In addition to my bottom-up approach of individual equities I also take a more holistic view of the markets through factor investing techniques.

Equity Bottom-Up

<ul>
<li>Most of the red flags that I have outlined before are now being taken care of, but I remain cautious for the time being.</li>
<li>The market continues to react negatively to what was in my view a very good quarter, says Salesforce's chief executive.</li>
<li>A lot has changed since I first covered Salesforce (<span class="ticker-hover-wrapper">NYSE:CRM</span>), back in December of 2020.</li>
</ul>


Most of the red flags that I have outlined before are now being taken care of, but I remain cautious for the time being.
The market continues to react negatively to what was in my view a very good quarter, says Salesforce's chief executive.
A lot has changed since I first covered Salesforce (NYSE:CRM), back in December of 2020.


Salesforce: The Market Is Once Again Missing The Forest For The Trees

Salesforce.Com Inc

Salesforce: The Market Is Once Again Missing The Forest For The Trees