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>Poor capital allocation decisions made in the past do not mean that recent deals will produce the same results.</li>
<li>Fixing the past mistakes will not happen overnight, but recent developments are encouraging for the long-term future of AT&amp;T.</li>
<li>There are more challenges lying ahead for AT&amp;T's Communications division as competition intensifies.</li>
</ul>


Poor capital allocation decisions made in the past do not mean that recent deals will produce the same results.
Fixing the past mistakes will not happen overnight, but recent developments are encouraging for the long-term future of AT&amp;T.
There are more challenges lying ahead for AT&amp;T's Communications division as competition intensifies.


At&T Inc

AT&T Rhetoric Suffers From A Major Bias