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Jairo Trujillo

 
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  • Apple Is Almost Certainly Undervalued At Current Levels [View article]
    Thanks man haha, stay tuned for upcoming articles as I generally only write on long ideas, that have potential to make great investments over time.

    Jairo
    Feb 16 05:44 PM | Likes Like |Link to Comment
  • Apple Is Almost Certainly Undervalued At Current Levels [View article]
    We all certainly hope so, as it isn't an out of this world figure. Granted, the law of large numbers will continue to work against Apple, but that doesn't mean growth will cease.
    Feb 15 10:22 AM | Likes Like |Link to Comment
  • Apple Is Almost Certainly Undervalued At Current Levels [View article]
    Thanks for your comment,

    Keep in mind that DCF analysis involves many assumptions, and is only one among the many ways of evaluating a firm. In a bearish case scenario, growth might drop several percentages below 12%. A bullish case is certainly not the only one for Apple, as the firm has obvious flaws. A short term decline in unit sales across the board can lead to an overly pessimistic view by Wall Street, and looking at Apple's innovation capability not to mention an astronomical amount of cash, there are an abundance of potential catalysts that could ignite the stock.
    Feb 15 08:59 AM | Likes Like |Link to Comment
  • Apple Is Almost Certainly Undervalued At Current Levels [View article]
    Absolutely, the sky is the limit when you have enough cash to purchase a small country.
    Feb 15 08:13 AM | 1 Like Like |Link to Comment
  • Coca-Cola: A Conservative Investor's Best Friend [View article]
    Thanks for commenting, and btw I fixed the error in KO's acquisitions, leaving out Monster Energy.
    Feb 13 01:19 PM | Likes Like |Link to Comment
  • Coca-Cola: A Conservative Investor's Best Friend [View article]
    Management certainly seems quite patient and conservative, which is always a must in such a harsh environment. It's hard for me to assess as I have never followed KOF, but right now management seems to be making the right decisions with allocation of capital in steady expansion and advertising.
    Feb 12 06:06 PM | Likes Like |Link to Comment
  • Coca-Cola: A Conservative Investor's Best Friend [View article]
    Could you please describe several actions by management in Mexico? From what I can see, KOF is certainly holding up quite well in a difficult environment.
    Feb 12 06:00 PM | Likes Like |Link to Comment
  • Coca-Cola: A Conservative Investor's Best Friend [View article]
    Both KOF and NVO seem like wide moat firms, but at the time the valuation remains a concern. A p/e of 30 is pretty expensive, and I would prefer a fatter yield in both.
    Feb 12 05:47 PM | Likes Like |Link to Comment
  • Coca-Cola: A Conservative Investor's Best Friend [View article]
    Interesting idea, I will check it out and give you my opinion. Thanks for the comment.
    Feb 12 05:45 PM | Likes Like |Link to Comment
  • Coca-Cola: A Conservative Investor's Best Friend [View article]
    Thanks for your comment,

    I appreciate the comments, and would just like to point out that the purpose of the article was to further illustrate the value of KO's business to the defensive investor. It also expanded upon the idea that KO's moat is continuously growing, with FDA regulations not being too much of a headwind in the near term.
    Feb 12 05:25 PM | Likes Like |Link to Comment
  • National Oilwell Varco: Best Way To Invest In The Oil Renaissance [View article]
    Thank you both for your input,

    As of last week NOV made a great investment, as the recent sell off was indeed unjustified. The core business is prepared to flourish and monetize the upcycle to vast potential, and despite gross margins being slightly under street expectations, it will be overblown via massive volumes in the coming years.
    Feb 11 02:25 PM | Likes Like |Link to Comment
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