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>Ally Financial is about to release its Q2 2023 earnings tomorrow as tightening within the auto loans market continues.</li>
<li>The deposit mix will be a key area to watch as it will have a major impact on the company's return on tangible common equity.</li>
<li>The company is expected to report its second quarter of 2023 on Thursday.</li>
</ul>


Ally Financial is about to release its Q2 2023 earnings tomorrow as tightening within the auto loans market continues.
The deposit mix will be a key area to watch as it will have a major impact on the company's return on tangible common equity.
The company is expected to report its second quarter of 2023 on Thursday.


Ally Financial Earnings: 3 Areas To Focus On