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INSIGHT PROVIDER
Vladimir Dimitrov, CFA
Value Investing
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Location:
United Kingdom
Joined:
24 March 2021
145
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Recent
bearish
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Cleveland-Cliffs Inc
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24 Aug 2023 09:47
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Syndicated
Cleveland-Cliffs: Consolidation At Any Cost Comes With Strings Attached
Cliffs continues to underperform its peers, I outline some important red flags associated with the company's acquisition spree. I remain sceptical...
Vladimir Dimitrov, CFA
444 Views
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bullish
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Mondelez International
•
22 Aug 2023 08:19
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Syndicated
Mondelez: Ignore The Noise And Invest In Strong And Well-Managed Brands
Mondelez has outperformed the market both on an absolute and risk-adjusted basis. The company is in a very good position to improve margins to...
Vladimir Dimitrov, CFA
343 Views
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bearish
•
Workday Inc Class A
•
17 Aug 2023 07:59
•
Syndicated
Workday: The Rough Path Towards Profitability
Workday's share price is at risk of a downward multiple repricing. GAAP profitability would be very hard to achieve, according to recent rhetoric.
Vladimir Dimitrov, CFA
257 Views
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bullish
•
The Walt Disney Co
•
09 Aug 2023 08:06
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Syndicated
Disney's Q3 2023 Earnings: A Pivotal Quarter To Appease Investors And Analysts
The main focus will remain on Direct-to-Consumer profitability, but areas such as the recently announced restructuring plan and pricing power in...
Vladimir Dimitrov, CFA
294 Views
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bullish
•
Paypal Holdings
•
09 Aug 2023 07:58
•
Syndicated
PayPal: 3 Reasons Why I Am Optimistic After The Quarterly Results
PayPal stock has fallen dramatically on speculations regarding the near-term future. The market is now pricing-in significant deterioration of the...
Vladimir Dimitrov, CFA
289 Views
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