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Can Alibaba Continue to Maintain Its Dominant Position?

By Andrew Stotz

Alibaba’s GMV is twice of Amazon’s. In 2020, Jack Ma criticized China’s banking system as being inefficient which led to realization that China’s big techs are wielding too much power.

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

By Andrew Stotz

Between July 2021 and January 2022, the share price dropped by half. With the rumors around Elon Musk, Twitter’s share price started to recover.

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

By Andrew Stotz

Over the past 9 years, Disney saw a 5% CAGR revenue growth, streaming platform Disney+ comprises new growth engine, and fast recovery of theme parks could drive revenue rebound.

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Best YouTube Channels to Learn Advanced Excel Skills

By Andrew Stotz

Is Excel overwhelming for you? Or are you an Excel pro looking to add more tricks onto your utility belt?…

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30 Students Graduated from the Valuation Master Class Boot Camp 03

By Andrew Stotz

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.

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

By Andrew Stotz

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.

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Can Puregold Turn Philippine Grocery Retail Into Pure Gold?

By Andrew Stotz

Aggressive expansion to lay foundation for massive growth, resilient business model in low penetrated industry, and industry consolidation could enhance gross margin.

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Will Meta get more of your cash?

By Andrew Stotz

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.

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

By Andrew Stotz

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

By Andrew Stotz

Broadband expansion unlocks growth, but is competitive, superior network quality helps to defend market share, and ancillary businesses are important in the long-term.

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