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>Colgate-Palmolive (<span class="ticker-hover-wrapper">NYSE:<a href="https://www.smartkarma.com/search?q=CL" target="_blank" rel="noopener">CL</a></span>) is hardly a business for risk-seeking and short-term oriented investors.</li>
<li>While the management has given us a <a href="https://seekingalpha.com/article/4502402-colgate-palmolive-a-masterclass-in-long-term-value-creation?source=all_articles_title" target="_blank" rel="noopener">master class in long-term value creation</a>, the share price is also unlikely to make anyone rich quickly.</li>
<li>On<span class="paywall-full-content"> the contrary, CL is an investment akin for anyone looking for steady value accumulation, superior risk-adjusted returns and a wide moat.</span>
</li>
</ul>


Colgate-Palmolive (NYSE:CL) is hardly a business for risk-seeking and short-term oriented investors.
While the management has given us a master class in long-term value creation, the share price is also unlikely to make anyone rich quickly.
On the contrary, CL is an investment akin for anyone looking for steady value accumulation, superior risk-adjusted returns and a wide moat.



Colgate-Palmolive: What Recent Results Mean For Long-Term Holders

Colgate Palmolive Co

Colgate-Palmolive: What Recent Results Mean For Long-Term Holders