About me and my project
By treating marketing analytics and corporate strategy as the structural precursors to financial performance, I am consistently finding contrarian and undervalued assets. This has led to an concentrated portfolio that has outperformed MSCI ACWI over a three year period.
I am sharing these analyses and considerations here in the hopes of contributing to an interdisciplinary and business centric valuation methodology.
“The single most important decision in evaluating a business is pricing power. If you’ve got the power to raise prices without losing business to a competitor, you’ve got a very good business“
Warren Buffett