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>The company ranks very high in terms of capital allocation prudence and this is going to serve long-term shareholders well.</li>
<li>Cisco's stock appears conservatively priced given the company's strategic positioning and the ability to improve margins.</li>
<li>Cisco appears increasingly attractive as market liquidity conditions normalize, says analyst.</li>
</ul>


The company ranks very high in terms of capital allocation prudence and this is going to serve long-term shareholders well.
Cisco's stock appears conservatively priced given the company's strategic positioning and the ability to improve margins.
Cisco appears increasingly attractive as market liquidity conditions normalize, says analyst.


Cisco: It's The Opposite Of A Dot-Com Moment

Cisco Systems

Cisco: It's The Opposite Of A Dot-Com Moment