Please find below some examples of ValuAnalysis’ research reports.

ValuFocus is a selection of global companies with the unique characteristics of both a sustainable and affordable franchise. We regularly review this list, exploring the themes and names that emerge from our screens and methodology.

On an adhoc basis, these will expand into detailed reports. The Opinionless Analyst publications are in-depth analyses of the implicit assumptions hidden in the share price of major global companies. The Opinionless Analyst extracts market-implied cash returns, margins or free cash flow generation from the share price and discusses the firms’ Intrinsic Value.

The ValuFlash publications are shorter assessments of major events affecting the share price of such companies.

Running the Numbers are a ‘one page says it all format’ of a company’s Intrinsic Value.

 

 

Date published

Q3 2017

12th June 2017

11th April 2017

11th April 2017

11th April 2017

1st March 2017

22nd February 2017

31st January 2017

31st January 2017

6th December 2016

6th December 2016

6th December 2016

6th December 2016

6th December 2016

6th December 2016

5th December 2016

2nd November 2016

6th September 2016

5th September 2016

1st September 2016