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Patrick Graham

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  • Unilever: A Great Business At A Fair Price
    Mon, Oct. 20 UL, UN 2 Comments


    • The return on invested capital of each brand exceeds its own cost of capital.
    • The return on equity and invested capital are the highest of their peers.
    • Moderate levels of debt are helping fuel expansion into emerging markets.
    • There is a clarification to be made re: Unilever's market capitalization.
    • The discounted cash flow model shows pricing of equity at or below fair value.
  • L&L Energy: Why I Bought This Small-Cap Coal Company
    Mar. 12, 2013 LLEN 30 Comments