Companies

FactSet Research: A Case Study on Valuation

By Oliver Sung / June 1, 2020 August 26, 2020 / 23 minutes of reading

We’re breaking down the business and intrinsic value of a nimble financial information service provider.

Fairfax Financial annual meeting reception

Fairfax Financial: Why We Bought a Chunk of Stock

By Oliver Sung / April 14, 2020 June 19, 2020 / 13 minutes of reading

Here’s why we added the Canadian insurance holding company to the Junto investment portfolio.

GrafTech production

GrafTech International: A Risk-Reward Bet

By Oliver Sung / February 19, 2020 June 19, 2020 / 18 minutes of reading

Here’s why we like the probabilities of investing in graphite electrode industrial, GrafTech International.

SINA Corp stock analysis

SINA Corp: Why We Bought an Undervalued Stock

By Oliver Sung / January 27, 2020 June 19, 2020 / 20 minutes of reading

Read our analysis and valuation of Chinese internet conglomerate SINA Corp and why we have added the stock to the Junto portfolio.

Kraft Heinz analysis and intrinsic valuation

Kraft Heinz: Time to Invest?

By Oliver Sung / January 8, 2020 June 19, 2020 / 23 minutes of reading

Does Kraft Heinz’s depressed share price indicate a possible value investment ahead of 2019 earnings? Read our valuation and download our annotated annual report.

Companies We Study Now

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Micron Technology stock analysis report

Micron Technology, Inc. (Nasdaq: MU)

Shanghai International Airport stock analysis report

Shanghai International Airport Co., Ltd. (SHA: 600009)

Markel stock analysis report

Markel Corporation (NYSE: MKL)

Otter Tail stock analysis report

Otter Tail Corporation (Nasdaq: OTTR)

AMC Networks stock analysis report

AMC Networks Inc (Nasdaq: AMCX)

Kering stock analysis report

Kering (EPA: KER)

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