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Let’s understand why Tesla owner Elon Musk is no longer laughing about BYD…

By Andrew Stotz

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%.

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

By Andrew Stotz

What’s interesting about Twitter is that it makes a better toy for Elon than an investment.

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How Did Goldman Sachs Determine the Intrinsic Value of Twitter?

By Andrew Stotz

What’s interesting about Twitter is that Goldman Sachs evaluated Elon Musk’s offer as fair.

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

By Andrew Stotz

What’s interesting about Thales is that the Ukrainian war has been a massive catalyst for its share price

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

By Andrew Stotz

What’s interesting about Under Armour is that its share price has dropped by 50% over the past 6 months.

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Why Did Warren Buffett Significantly Increase His Stake in Chevron?

By Andrew Stotz

In the S&P500, the Energy sector makes up just 3.7%. Buffett place a heavy bet on Energy. The investment in Chevron and Occidental add up to around 10% of his portfolio.

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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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