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>Exxon Mobil has been one of the best-performing energy stocks since I first covered it in September of last year.</li>
<li>For well-diversified portfolios, holding Chevron in addition to Exxon Mobil is sensible.</li>
<li>In the case of a concentrated portfolio, however, Chevron appears as a better choice at this point.</li>
</ul>


Exxon Mobil has been one of the best-performing energy stocks since I first covered it in September of last year.
For well-diversified portfolios, holding Chevron in addition to Exxon Mobil is sensible.
In the case of a concentrated portfolio, however, Chevron appears as a better choice at this point.


Exxon Mobil

Exxon Mobil Vs. Chevron Or Both