Valuabl

Valuabl
Hedge fund manager looking for undervalued stocks. This is a fortnightly newsletter with my stock valuations and investment ideas. Join hundreds of investors following me to make more money.
Created 03 Jul 2020
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  • Valuabl - October 28, 2021 - Vol. 1, No. 2
    28 Oct 2021 • 2 min read • 2 0
    Welcome to Valuabl - an independent equity research newsletter for value investors. If you are new, you can join here. Please hit the heart button if you like today’s newsletter and reply with any fee...
  • Valuabl - October 14, 2021 - Vol. 1, No. 1
    14 Oct 2021 • 5 min read • 3 0
    Welcome to the first edition of the new fortnightly newsletter format for Valuabl. The first half of this newsletter will be available for everyone, but the second half is only accessible to paid subs...
  • Valuabl Weekly Briefing - 10th October 2021
    10 Oct 2021 • 5 min read • 4 0
    Welcome to the Valuabl Weekly Briefing — your weekly source for analysis of the week's news, markets, and economic data, from a value investor’s perspective. If you’re new, you can sign up here 👇 Sub...
  • Just Eat Takeaway.com N.V. (AMS: TKWY) - A Valuation On 4th October 2021
    04 Oct 2021 • < 1 min read • 2 0
    Thank you for your feedback on the proposal to change the structure of Valuabl. Many of you told me you would prefer it if we focused exclusively on the most undervalued and best investment ideas that...
  • Valuabl Weekly Briefing - 3rd October 2021
    03 Oct 2021 • 6 min read • 4 0
    Hi everyone, this is the first of the new Sunday Briefings. In these briefings, I will be rounding up the top financial news from the week, looking at the economic data released, changes and trends in...
  • S&P500 Monthly Update - 1st October 2021
    01 Oct 2021 • < 1 min read • 3 0
    The Valuation Cost of Equity US 10-Year Treasury Bill Yield (%) = 1.49% 5-Year Average ERP (%) = 5.33% Beta = 1.00 Equity Free-Cash Flows ’21 Consensus Earnings = 200.63 ’22 Consensus Earnings = 219.9...
  • Crib Notes For September 2021
    01 Oct 2021 • < 1 min read • 3 0
    Here are links to all of last month’s research: S&P500 Monthly Update - 1st September 2021 Domino's Pizza Group Plc £DOM - An Updated Valuation On 3rd September 2021 Churchill China Plc £CHH - A Valua...
  • Capita Plc (LON: CPI) - Valuation (30-Sep-2021)
    30 Sep 2021 • < 1 min read • 2 0
    Summary Capita (aka 'Crapita') is clawing its way out of a debt trap. The company has been reinvesting in its sales function, efficiency and in boosting its reputation. This plan will be enough to sto...
  • Ocado Group Plc £OCDO - A Valuation On 29th September 2021
    29 Sep 2021 • < 1 min read • 3 0
    Summary Ocado, the online grocer and logistics business, is reinvesting for growth. This global market is growing rapidly (29% CAGR), but the competition across this industry is fierce and characteris...
  • Apple Inc $AAPL - A Valuation On 27th September 2021
    27 Sep 2021 • < 1 min read • 2 0
    Summary Apple changed the game with the iPhone and have built a lucrative ecosystem of products/services around this. They’re continually reinvesting in R&D and acquisitions and will continue to expan...
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