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>PayPal stock has fallen dramatically on speculations regarding the near-term future.</li>
<li>The market is now pricing-in significant deterioration of the company's top or bottom line.</li>
<li>The management is making the right moves to secure long-term competitive advantages, while also rewarding shareholders, according to the report.</li>
</ul>


PayPal stock has fallen dramatically on speculations regarding the near-term future.
The market is now pricing-in significant deterioration of the company's top or bottom line.
The management is making the right moves to secure long-term competitive advantages, while also rewarding shareholders, according to the report.


PayPal: 3 Reasons Why I Am Optimistic After The Quarterly Results

Paypal Holdings

PayPal: 3 Reasons Why I Am Optimistic After The Quarterly Results