This was really solid. Excellent job clearly communicating what can be complex concepts in the financials. Half a year later it seems the price has come down to a better entry point.
Thank you. Any particular reason to convert everything into USD but keep stock price to euros? I see, currently, DEO (NYSE) at $169, DGE (LON) at 3330 (pence) and DGE (EUR) at 40 (euro)
Cameron - what do you think about using the DCF method? ie: getting the FCFF and discount them at the WACC rate for the entity. Would it be more accurate than this method you use? Thanks for great channel! I would love to see #Accenture analysis if your team has time!
Any thoughts about Arch Capital Group? ACGL? Insurance/Reinsurance. Totally clueless on valuing an insurance co, but my eyeballs tell me it's interesting.
Thanks Cameron! Please cover NNDM stock when you can. They have an insane balance sheet and just reported their first positive earnings, are now doing a share buy back and insiders just loaded up!
Thank you for breaking down so many items in the income statement with such detail! This video was very valuable!
Great!!! Loved your analysis and subscribed. One of the best fundamentals and easy to understand.
This was really solid. Excellent job clearly communicating what can be complex concepts in the financials. Half a year later it seems the price has come down to a better entry point.
Thanks for watching.
Thank you. Any particular reason to convert everything into USD but keep stock price to euros? I see, currently, DEO (NYSE) at $169, DGE (LON) at 3330 (pence) and DGE (EUR) at 40 (euro)
Thanks very much - very insightful video! 👍
Thank you very much for this brilliant video. Would like to hear your thoughts on DHR.
thanks for doing this! great analysis!
That squiggly line is for pounds sterling, Cameron, not euros (€). 🙂 (Reached the end and saw you corrected yourself so ignore me)
Cameron - what do you think about using the DCF method? ie: getting the FCFF and discount them at the WACC rate for the entity.
Would it be more accurate than this method you use?
Thanks for great channel! I would love to see #Accenture analysis if your team has time!
Good analysis. An Update would be interesting since the stock dropped like you projected quite a bit.
I’ve been looking forward to this
Hi Cameron. Love and appreciate your analysis. Could you consider doing a video on dollar general $DG?? Thank you
So informative, thank you so much.
Great video
You the best Cameron!!
U gain new subscriber ❤😊😊😊
Thanks for the breakdowns! I'd like to see you analyse Logitech or Alibaba :)
Any thoughts about Arch Capital Group? ACGL?
Insurance/Reinsurance. Totally clueless on valuing an insurance co, but my eyeballs tell me it's interesting.
and now? Good price to buy ? :)
or should i still wait ??
Now it is
What is the price in USD
Thanks Cameron! Please cover NNDM stock when you can. They have an insane balance sheet and just reported their first positive earnings, are now doing a share buy back and insiders just loaded up!
Totally agree!!
Review Pfizer next? Just an idea
Cameron it’s British pounds, not euros 👍
Hey Cameron can you do $CHE next? Very interesting company. Or do $NVO
Pls do Petrobras or Vale.
GBP not Euro
Yep, sorry
can youbdo mondelez?
Another great video from cameron!
could you do shake shack as well? Thanks looking forward hearing from you soon
mmm ?