Posts by Andrew Stotz
30 Students Graduated from the Valuation Master Class Boot Camp 03
On April 15th, 2022, 30 students graduated from the Valuation Master Class Boot Camp, a 6-week course training attendees to value any company in the world.
Read Full PostIs Nike’s Sports Supremacy Enough to Justify Its High Valuation?
Digital expansion bears fruit, driving top-line growth, reengineering retail business could enhance margin further, and competitive position means profits beat those of biggest rival.
Read Full PostCan Puregold Turn Philippine Grocery Retail Into Pure Gold?
Aggressive expansion to lay foundation for massive growth, resilient business model in low penetrated industry, and industry consolidation could enhance gross margin.
Read Full PostWill Meta get more of your cash?
User base might have reached maximum, reality Labs squeeze profits, but could turn big in the future, and competitors grow out of nothing to challenge its dominance.
Read Full PostIs First Gen an Overlooked Power Play That Deserves a Re-Rating?
Resolving gas supply issues ensures longevity, a pioneer in renewable energy should be future proof, and undemanding valuation could lead to re-rating.
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