August 2022

First batch of names, which I have conducted thorough analysis on; For each opportunity, a valuation & financial model and a write-up qualitative analysis are available: EPVNAVIVEPTapestry28.021.826.817.8Ruger59.148.358.038.7Canada Goose (CAD$)24.64.522.615.0Columbia Sports60.929.457.838.5Zoom62.36.562.341.5T.…

Ledgers

EPV: Earnings power value, calculated by discounting normalized earnings at cost of capital NAV: Net asset value, adjusted to replacement value IV: Intrinsic value, calculated from both EPV & NAV…