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>Qualcomm has appeared on the radar for attractive dividend plays.</li>
<li>The current yield is among the highest in the sector and also appears safe based on historical data.</li>
<li>There are a number of important risks that overshadow Qualcomm's ability to consistently increase its dividend.</li>
</ul>


Qualcomm has appeared on the radar for attractive dividend plays.
The current yield is among the highest in the sector and also appears safe based on historical data.
There are a number of important risks that overshadow Qualcomm's ability to consistently increase its dividend.


Qualcomm's Dividend Increase: A Positive Sign But Not A Silver Bullet

Qualcomm Inc

Qualcomm's Dividend Increase: A Positive Sign But Not A Silver Bullet