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

Verizon Communications / Equity Bottom-Up

<ul>
<li>Verizon's share price continues to fall amid speculations and low interest in slow-growth businesses.</li>
<li>The business is stabilizing and on-track to deliver much needed top and bottom line growth, according to the company.</li>
<li>No matter how you look at it, being bullish on Verizon Communications Inc. (<span class="ticker-hover-wrapper">NYSE:VZ</span>) takes a real contrarian view with ability to endure pain and keep a long-term focus.</li>
</ul>


Verizon's share price continues to fall amid speculations and low interest in slow-growth businesses.
The business is stabilizing and on-track to deliver much needed top and bottom line growth, according to the company.
No matter how you look at it, being bullish on Verizon Communications Inc. (NYSE:VZ) takes a real contrarian view with ability to endure pain and keep a long-term focus.


Verizon: Legacy Businesses Are Still Out Of Fashion