Educational: Portfolio Immunization
Portfolio Immunization: A fixed-income strategy to deal with interest rates as institutional investors do (including applicable examples).
Guide to the US REITs industry
Guide to the US REIT industry where we include a spreadsheet with all US listed equities (debt, FFO, dividend yield, market cap..)
How to perform a DCF? The Italian Sea Group & Sanlorenzo models
How to perform a DCF Valuation with details step by step Including The Italian Sea Group and Sanlorenzo full models
Guide to the yacht & Superyacht industry
Guide to the yacht industry. Different players (manufacturers, dealers, brokers), segments ( >50m, 20-50m, smaller,..). We teach the specifics for analyzing each type of company and examine the current situation of the companies
The US Restaurant industry (Educational – Valuations)
In our second publication of the valuation series we analyse in detail the US Restaurant industry. Process step-step from 34 companies to 4
Educational: Valuation Methods
First publication of the valuation series where we explore different type of valuation methods (Discount Cash Flow, Comparable, Liquidation, Transaction SOTP,..) and focus on when to use one or the other
Market Outlook & Asset Allocation
In this article, we want to assess the market situation, think about its outlook and identify areas where asset allocation may make sense
How to read from financial statements when a company has investments in other companies?
Article where we explain with practical examples the 3 ways a company can report its investments in other companies: equity method...
Strategies with options
A brief explanation of how options work and a couple of ideas on how to apply them in the current market situation.
Capital structures, related concepts and applied examples
Article about capital structures, analysing them, related concepts and applying examples of companies in our universe