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

Lyondellbasell Indu Cl A / Equity Bottom-Up

<ul>
<li>LyondellBasell has become a business worth considering for anyone looking for relatively safe and high dividend yield in 2023.</li>
<li>Lower margins in key segments are largely priced-in as management prepares to reduce capacity.</li>
<li>Strong cash flow positioning and recent deleveraging efforts have significantly reduced risks related to future dividend payouts.</li>
</ul>


LyondellBasell has become a business worth considering for anyone looking for relatively safe and high dividend yield in 2023.
Lower margins in key segments are largely priced-in as management prepares to reduce capacity.
Strong cash flow positioning and recent deleveraging efforts have significantly reduced risks related to future dividend payouts.


LyondellBasell: Looking For Safety And High Dividends In 2023