Valuation

Deep Dive: Eaton Corporation (NYSE:ETN)

Digging into one of my core holdings

Feb 23 •

Valuation: Intel (2024 FY)

2024 wasn't kind to Intel - is it a falling knife, or a value play?

Feb 9 •

Deep Dive: RELX Group (LON:REL)

I like to think of myself as something of an academic, having worked in engineering research and having achieved a doctoral level qualification.

Jan 26 •

Deep Dive: Bayerische Motoren Werke (BMW)

Continuing my analyses of automotive OEMs, today I am looking at BMW. Down 23% from a year ago, does it now represent good value?

Dec 23, 2024 •

Deep Dive: Aston Martin Lagonda

Continuing my valuations of car companies, this time it's Aston Martin's turn

Dec 21, 2024 •

Deep Dive: Mercedes-Benz Group

Breaking down MBG. Are they now a value play?

Oct 19, 2024 •

Head-to-Head: ST Microelectronics vs. Infineon

Which silicon carbide company still looks best?

Sep 12, 2024 •

Deeper Dive: Anglo American Value

What does the failed BHP takeover tell us about the intrinsic value of Anglo American?

Jul 21, 2024 •

Valuation: My valuation sheet

Walking through my valuation sheet, available to paid subscribers

Jul 14, 2024 •

Valuation: Parker-Hannifin (NYSE: PH)

The one that got away? Patience is a virtue....

May 27, 2024 •

Valuation: ST Microelectronics (24Q1)

Is my semiconductor pick still holding the promise I previously expected?

May 12, 2024 •

Valuation: J Sainsbury (LON:SBRY)

Is Sainsbury's still good value, as a stock as well as a shopping destination?

Apr 28, 2024 •

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