Archive - Undiscounted

September 2024

Aug 2024 - 1 last push before September

Divergence appears in small cap, oil & crypto

Sep 8, 2024 •

August 2024

Class 16 Valuation: Tying Up Intrinsic Value

From finance opaqueness to oil price tantrums - how to value Volatility, Uncertainty, Complexity and Ambiguity.

Aug 21, 2024 •

June & July 2024 - Summer sizzling

Hotness in small caps, closer to a rate cut in September?

Aug 2, 2024 •

June 2024

Class 15 Valuation: More excursions on the dark side of valuation

Rather than "emerging markets", could it be "submerging markets"?

Jun 23, 2024 •

May 2024 - You May Not Sell

Still going strong despite April sell-off that front-runs "Sell in May"

Jun 18, 2024 •

May 2024

April 2024 - Front running "Sell in May"

Or perhaps the Solar Eclipse changed some behaviours

May 19, 2024 •

April 2024

Class 14 Valuation: Valuing the market & young companies

Paradigm shifts & lessons learned on valuing Amazon.com as a young company

Apr 27, 2024 •

March 2024 - 1st quarter wins

2nd quarter dips?

Apr 11, 2024 •

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