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>Kraft Heinz had been a very good performer over the past few months.</li><li>While this is definitely good news for shareholders, there are some long-lasting headwinds facing the company.</li><li>Gross profitability is one of the key metrics to watch as the implementation of the new strategy continues.</li></ul>

Kraft Heinz had been a very good performer over the past few months.While this is definitely good news for shareholders, there are some long-lasting headwinds facing the company.Gross profitability is one of the key metrics to watch as the implementation of the new strategy continues.

Kraft Heinz: I Am Still Skeptical About This Warren Buffett's Favorite

Kraft Heinz Co

Kraft Heinz: I Am Still Skeptical About This Warren Buffett's Favorite