We are talking about the best luxury conglomerate in the world, 75 brands, pricing power like no one else, family owned (Arnault owns ∼49%), and insane capital allocation. This thing traded at P/E 28-32 for years. Now it's sitting at …
[removed]
I’m interviewing for an Equity Research Analyst position in a couple of weeks and I’m looking for some companies to pitch for a stock pitch (2 long and 1 short) The firm is particularly focused on value/intrinsic investing, so I’m …
What do you think these companies are? Recently GE Aerospace seems like a value play
What‘s your take on the impact of the iPhone Duo on Apple’s stock price? Personally I think it will positively impact the stock on the mid to long term since the price of the new iPhone Duo is way higher …
[deleted]
Can only think of Accounting, though not sure how relevant that is since it depends on the accounting e.g tax/ public accounting may not be that helpful and accounting in general may be affected a lot by AI. Finance is …
What are the good tools that evaluates the intrinsic vaue of the company? With the same approach the value investor would take.
[removed]