Valuation Master Class Boot Camp
Is It Time to Dump Your Starbucks or Fill up Your Cup?
Starbucks had its worst day in trading since June 2022 %
Read Full PostNestlé, the M&A Leader, Even Acquired Starbucks (Sort Of)
What’s interesting about Nestle is…that it is the M&A leader, even acquired Starbucks (sort of)
Read Full PostLet’s Understand Why Tesla Owner Elon Musk Is No Longer Laughing About BYD…
I estimate BYD’s value at RMB277 per share, implying an upside of 30% from today’s price. This is derived from my DCF-based valuation using a WACC of 9.7% and a terminal growth rate of 3%.
Read Full Post30 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 PostWhat Is Going to Happen with Inflation?
Many forces at work impact inflation. There are current trends that cause both inflationary and deflationary measures. Whether we’ll see inflation or deflation in the future depends on which of these forces dominate.
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