Are you an engineer considering a career shift to finance? You’re not alone. Many engineers have successfully transitioned into finance through the Valuation Master Class Boot Camp, a six-week intensive program designed to provide practical valuation skills and real-world experience.
Read More
Would You Buy Tesla on 19x 2025 Earnings?
Near-term strength, but market dominance declines, many American companies fail in China, but not Tesla, and rapid production ramp up to ride EV wave.
Read More
Is Hyundai’s Parallel Strategy a Potent Value Play?
Contrarian bet on hydrogen could be a winning strategy, long-awaited margin rebound could justify re-rating, and reducing reliance on global supply chains.
Read More
What Is the Valuation Master Class?
The Valuation Master Class is the only program that trains you exactly how to value actual companies like a pro and get your dream job in finance.
Read More
Can the World’s Least Profitable Carmaker Turnaround?
Restructuring is challenged by immense cost pressures, pure play approach to ride EV momentum, and easing of supply constraints fosters revenue rebound.
Read More
Present Equity Research That Wins the CFA Research Challenge
In this video, I go through the 10 elements that can help you win the CFA Institute Research Challenge. I wrote this from my own experience both as a judge and more importantly as a financial analyst all my career.
Read More
Can the World’s Largest Carmaker Handle the ESG Pressure?
EV skepticism could become costly in woke environment, demand rebound makes up for lost production, and ongoing share repurchase program keeps returns alive.
Read More
Everything about Share Buybacks
In this post I provide important research on the topic of share buybacks.
Read More
Is Mercedes-Benz’s Restructuring Enough to Close the Tech Gap with Tesla?
Planned restructuring to turnaround profitability and value, accelerated electrification necessary to stay competitive, and strategic partnerships to bring autonomous driving forward.
Read More
How to Write Equity Research That Wins the CFA Research Challenge
I wrote a piece about the 8 elements needed to write an equity research report that wins the CFA Research Challenge.
Read More