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>Cisco is about to report its Q3 2023 results, but the market does not seem to fully appreciate the business momentum.</li>
<li>Decisions regarding capital allocation could give us some valuable clues on where is the business headed, says CNN's John Sutter.</li>
<li>The company is expected to report Q32023 results on Thursday.</li>
</ul>


Cisco is about to report its Q3 2023 results, but the market does not seem to fully appreciate the business momentum.
Decisions regarding capital allocation could give us some valuable clues on where is the business headed, says CNN's John Sutter.
The company is expected to report Q32023 results on Thursday.


シスコ：四半期決算、ガイダンス、そして注目すべき点

Cisco Systems

シスコ：四半期決算、ガイダンス、そして注目すべき点