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's strategy is being acknowledged by one of its major peers - Salesforce.</li>
<li>Oracle does not appear among the top three cloud infrastructure players, but it doesn't need to.</li>
<li>Oracle is expected to deliver another strong quarter, investors should remain focused on the long-term positioning of the business.</li>
</ul>


Oracle's strategy is being acknowledged by one of its major peers - Salesforce.
Oracle does not appear among the top three cloud infrastructure players, but it doesn't need to.
Oracle is expected to deliver another strong quarter, investors should remain focused on the long-term positioning of the business.


Oracle Corp

The Oracle Playbook Goes Mainstream