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Download the Valuation Master Class Case Study PDFs

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2024

Airbus Has Outperformed the S&P500 Since 2016

2023

SAP’s Profitability Is Not as High as You Would Think

PepsiCo’s Profit Margin Is Half of Coke

McDonald’s Is a True Global Operating Machine

For Every Dollar of Coca-Cola You Buy a Quarter Goes to Profit

Starbucks Helps Us Better Understand ROA and ROIC

Toyota vs. EV extremists – Who is right?

FedEx: Can FedEx hit $300 again?

2022

Can Alibaba Continue to Maintain Its Dominant Position?

Facebook Stock Crashed 58%: BUY or SELL?

Warren Buffett Owns BYD Auto, Should You?

Is Snapchat Suffering a Slow and Painful Death?

Can Li Ning Become a Sportswear Heavyweight?

Should Warren Buffett Sell Coca Cola After 34 Years?

Is a Hand-Made Hermès Bag a Better Long-Term Investment than Its Stock?

Is the Equity Spin-off Enough to Unlock Daimler Truck’s Value?

Would You Bet on China-Backed SMIC to Win the Semiconductor Race?

How Long before Carlsberg Recovers from Abandoning Russia?

Will Adobe Continue to Disappoint Expectations?

Can Carnival Sail Safely through the Hurricane?

Is Ferrari’s Prestige Enough to Drive Its High Valuation?

Is Snapchat’s Crash Symbolic of the Social Media Fall?

Let’s Help Elon Musk Take a Deep Dive into Twitter’s Valuation

How Did Goldman Sachs Determine the Intrinsic Value of Twitter?

Would You Invest in Thales if Its Profits Come from War?

Did China Put the Last Nail in Under Armour’s Coffin?

Why Did Warren Buffett Significantly Increase His Stake in Chevron?

Should Twitter’s Shareholders Accept Elon Musk’s Offer?

Can Walt Disney Really Hit US$100bn Revenue by 2024?

Is Nike’s Sports Supremacy Enough to Justify Its High Valuation?

Can Puregold Turn Philippine Grocery Retail Into Pure Gold?

Will Meta get more of your cash?

Is First Gen an Overlooked Power Play That Deserves a Re-Rating?

Can Philippine’s Second-Largest Telco Company PLDT Regain Its Lost Market Share?

Can Philippine’s Largest Telco Company Globe Deliver on Its High Growth Prospects?

Is Radiant Opto-Electronics an Undervalued Dividend Play?

Is Terex the Right Industrial Sector Stock to Own to Ride the Economic Recovery?

Is LG Display a Deep Value Play or Cheap for a Reason?

How Much More Can the Taiwanese Giant Hon Hai Grow?

Can TTM Technologies Turn Into a High Profitable Growth Company?

Can Idemitsu Kosan Generate Enough Cash From Oil to Fund Transition?

How Much Can Gazprom Prosper From Europe’s Energy Crisis?

Is PTT’s Strategy to Become a Multi-Industry Conglomerate the Right Move?

How Sustainable Is PBF Energy’s Pure Play Refinery Business Model?

How Much Can Equinor Exploit Europe’s Energy Crisis?

Does SKF’s High Value Creation Deserve a Re-Rating?

Can Management’s Commitment Return Sumitomo’s Stock to Previous Heights?

Is EasyJet’s Cash Injection Enough to Fund Tough Recovery?

Will Crane’s M&A Strategy Lead To Further Value Creation?

Has Volvo’s Strong Value Creation Been Overlooked by the Market?

Will Pressure on Kohl’s Management Drive Share Price?

Is Ralph Lauren’s Polo Shirt Worth More Than Its Share Price?

Would You Buy Tesla on 19x 2025 Earnings?

Is Hyundai’s Parallel Strategy a Potent Value Play?

Can the World’s Least Profitable Carmaker Turnaround?

Can the World’s Largest Carmaker Handle the ESG Pressure?

Is Mercedes-Benz’s Restructuring Enough to Close the Tech Gap with Tesla?