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>Adobe's share price is experiencing significant momentum, which is likely to be sustained for the time being.</li>
<li>Better than expected quarterly results could easily prompt a new wave of rating upgrades by the sell-side analysts.</li>
<li>Investors interested in holding Adobe for a longer period of time should not ignore some important red flags.</li>
</ul>


Adobe's share price is experiencing significant momentum, which is likely to be sustained for the time being.
Better than expected quarterly results could easily prompt a new wave of rating upgrades by the sell-side analysts.
Investors interested in holding Adobe for a longer period of time should not ignore some important red flags.


Adobe: Opportunities In Generative AI, Q2 Earnings And Considerations For Long-Term Holders

Adobe Systems

Adobe: Opportunities In Generative AI, Q2 Earnings And Considerations For Long-Term Holders