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>Oracle continues to outperform its peers and the broader equity market after reporting yet another strong quarter.</li>
<li>The cloud application segment continues to deliver, the infrastructure side of the business deserves more attention, according to analysts and market commentators.</li>
<li>The early signs were plain to see a couple of years back, says analyst.</li>
</ul>


Oracle continues to outperform its peers and the broader equity market after reporting yet another strong quarter.
The cloud application segment continues to deliver, the infrastructure side of the business deserves more attention, according to analysts and market commentators.
The early signs were plain to see a couple of years back, says analyst.


Oracle: Key Considerations For Long-Term Investors From Yet Another Strong Quarter

Oracle Corp

Oracle: Key Considerations For Long-Term Investors From Yet Another Strong Quarter