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Portfolio Update
Current performance: 8.8% CAGR since inception...
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Eddie Lloyd
NEW POSITION: bought British American Tobacco Plc @ 2,570p (LSE:BATS / NYSE:BTI) (FREE MODEL)
Key metrics: FV est. 3,846p (c.34% undervalued, based on ex-growth valuation @ 13% cost of equity), 9.4% FY23 dividend yield, 10x EV/FCFF, 10x EV/EBIT…
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Eddie Lloyd
Watchlist - Focusrite (LSE:TUNE)
Key facts: 8% overvalued,15.1x CY EV/EBIT, 20.6x CY P/E, 18.1% 5yr CAGR, >20% 5yr Avg ROIC, management own > 25%
Holding - Anexo Group Plc (LSE:ANX) model update (free download)
Key facts: 26% margin of safety, 5.66x EV/EBIT, 6.46x P/E, 0.74x P/B, 12.4% 5yr Avg ROIC
Watchlist - Argentex Group Plc (LSE:AGFX) Model Update (Free Download)
Key facts: 14% margin of safety, 9.8x FY23 EV/EBIT, 15.5x FY23 P/E, >20% 5yr Avg ROIC, >25% 5yr Revenue CAGR
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Eddie Lloyd
David v Goliath
How private investors can beat institutional investors...
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Eddie Lloyd
How Many Stocks Should You Own?
(Portfolio) size isn't everything...
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Eddie Lloyd
Watchlist - Ultimate Products (Free Valuation Model Download)
Key facts: 3% undervalued, 8.3 CY EV/EBIT, 9.8 CY P/E, 22% 5yr Avg ROIC, 7% 5yr Revenue CAGR, management own > 25%
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Eddie Lloyd
Quant Value Investing
Quant Value Investing
Write-ups of companies I'm invested in with downloadable & customizable excel DCF models. Follow my investing journey & use your own assumptions to decide if these companies offer good value...
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