Some companies that I think are trading at attractive valuations:

Something else?🧐



These days I’ve been looking into $DGE.L $DEO, the alcoholic beverages market leader 🥃🍾

The company is premiumizing its portfolio, thus increasing pricing power, resilience, and TV.

I’ve posted an article on @seekingalpha about it. I hope you enjoy it ☺️

My lastest article has been published on Seeking Alpha. It is a write-up about Ulta Beauty $ULTA 💄🛍️

Ulta is finally giving attractive buying oppotunities. I think short-term risks are limited and the valuation is appealing.

Being featured in the weekly newsletter is definitely satisfying. Go check it out!☺️

Thanks to @nathanworden and the whole @commonstock team!

I have just posted a review about $DHR on @seekingalpha.

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Danaher is a renowned compounder which is finally trading at a discount.

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I want to thank @stonkmetal (thanks to whom I discovered it)☺️

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Last week I wrote an article diving into $DNP.WA. Dino Polska is a chain of supermerkats going through a remarkable expansion in the national territory. Furthermore, it could expand to other countries after dominating its country.

I hope you enjoy it☺️

Finishing the triplet of articles this week, I just posted a new article on @seekingalpha.

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This time is a dive on Evolution Gaming $EVVTY 🃏. A remarkable business with great tailwinds, but slightly controversial.

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I’ve just published a new article about $CPRT on SA! One of my favorite businesses with one of the most impenetrable moats. Hope you enjoy it ☺️ https://seekingalpha.com/article/4577895-copart-the-perfect-business-to-stay-away-from-techs-hype