Vladimir Dimitrov, CFA
Contributor since: 2017
Coca-Cola: The Problem With The Bearish Thesis
Launching The Roundabout Investor: An All-Weather Approach For Challenging Markets
Stop Thinking Of Adobe As A $600 Stock
Oracle: A Wake Up Call From Recent Earnings
Intel: Short-Termism Will Get You Nowhere
Gold: Perfect Addition To An Equity Portfolio In A Heavily Distorted Market
Colgate-Palmolive: What Recent Results Mean For Long-Term Holders
Salesforce: Short-Term Investors Will Likely Be Appeased, If Monetary Policy Remains Supportive
Deere: Quarterly Results Are Not The Problem, Expectations Are
Chevron: The Record Quarterly Earnings Should Not Scare You Off
Texas Instruments: Strong Quarterly Results In The Light Of A Solid Long-Term Strategy
Fiserv: Resiliency During Market Downturns And Significant Upside Potential
Mondelez: Achieving Alpha By Ignoring The Noise
IBM: Recent Earnings Are Not A Sign Of Fundamental Change
Are Micron Technology Earnings Stable Enough To Support Its Dividend
Agnico Eagle Mines: Margin Of Safety And Significant Upside Potential
Is General Mills A Good Investment Following The Recent Dividend Hike?
Is Coca-Cola Stock A Buy Before Upcoming Earnings? Only If You Disregard The Current Narrative
Is Nvidia Really A Bargain Or Is There More Pain Ahead?
Amazon: Reconciling Bullish And Bearish Views
Taking Advantage Of Monetary Tightening: A Semiconductors Pair Trade
Deere: Underperforming The Market Is The Most Likely Scenario Ahead
Is Block Stock A Good Long-Term Investment? Only If We Ignore 3 Major Problems
Is Intel Stock Nearing A Buy Opportunity? It Depends On Your Time Horizon
Oracle: Exogenous Risk Factors At Play And Considerations For The Future
Kellogg: The Issue With Sales Growth And Free Cash Flow
Estee Lauder: Stop Following The Narrative
Is Tyson Foods Stock A Buy Or Sell As Food Prices Increase? It Depends On Your Investment Horizon
Can Exxon Mobil Stock Keep Rising Or Is A Reversal Coming?
Associated British Foods: Mr. Market Has Lost Its Mind
Salesforce Is Not Undervalued Yet
General Mills: Capital Allocation Matters
Texas Instruments: Make Profitability Great Again
Arcosa: Challenges Will Likely Remain
Disney: Lessons Learned And A Fresh Outlook For The Future
Fiserv: Quietly Securing Its Leading Position
Mastercard: Short-Term Tailwinds Likely To Persist, But Risks Are Mounting
Oracle: Prepare For A Change
Verizon: Don't Let Quarterly Noise Distract You
Colgate-Palmolive: A Masterclass In Long-Term Value Creation