Brand and intangible assets valuation
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Brown-Forman: A Deal With Pernod Ricard Could Be A Game Changer
Seeking Alpha· 2026-03-27 19:35
Core Insights - The article discusses the investment potential in companies with sustainable long-term competitive advantages, particularly in the technology, telecom, and banking sectors [1]. Group 1: Company Insights - The focus is on identifying reasonably priced businesses that possess strong brand and intangible asset valuations [1]. - The author has experience working with major global brands, indicating a depth of knowledge in evaluating company performance and market positioning [1]. Group 2: Industry Insights - The technology, telecom, and banking sectors are highlighted as key areas for investment analysis, suggesting they may offer significant opportunities for growth and value [1].
Microsoft: Don't Jump To Conclusions From The Recent Share Price Rout (NASDAQ:MSFT)
Seeking Alpha· 2026-03-22 08:32
Vladimir Dimitrov, CFA is a former strategy consultant within the field of brand and intangible assets valuation. During his career in the City of London he has been working with some of the largest global brands within the technology, telecom and banking sectors. He graduated from the London School of Economics and is interested in finding reasonably priced businesses with sustainable long-term competitive advantages.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of ...
General Mills: A Gradual Shift In Narrative, But Not A Quick Turnaround (NYSE:GIS)
Seeking Alpha· 2026-03-21 12:45
Core Insights - The article discusses the expertise of Vladimir Dimitrov, CFA, who has a background in brand and intangible assets valuation, particularly in the technology, telecom, and banking sectors [1] Group 1: Professional Background - Vladimir Dimitrov has experience as a strategy consultant and has worked with major global brands [1] - He graduated from the London School of Economics, indicating a strong academic foundation in finance and economics [1] - His focus is on identifying reasonably priced businesses that possess sustainable long-term competitive advantages [1]
Coca-Cola: Time To Play Defensive
Seeking Alpha· 2026-03-16 14:18
Core Insights - The article discusses the expertise of Vladimir Dimitrov, CFA, who has a background in brand and intangible assets valuation, particularly in the technology, telecom, and banking sectors [1] Group 1: Analyst Background - Vladimir Dimitrov has worked with some of the largest global brands in his career in London [1] - He graduated from the London School of Economics and focuses on identifying reasonably priced businesses with sustainable long-term competitive advantages [1]
Booking Holdings Q4 Earnings: A Challenging Start To 2026 And A Possible Overreaction
Seeking Alpha· 2026-02-11 19:55
Core Insights - The article discusses the expertise of Vladimir Dimitrov, CFA, who has a background in brand and intangible assets valuation, particularly in the technology, telecom, and banking sectors [1] Group 1: Analyst Background - Vladimir Dimitrov has experience as a strategy consultant and has worked with major global brands [1] - He graduated from the London School of Economics and focuses on identifying reasonably priced businesses with sustainable long-term competitive advantages [1]
Uber Q4 Earnings: Potential Risks And Robotaxis Stepping Stones
Seeking Alpha· 2026-01-30 18:11
Core Insights - The article discusses the expertise of Vladimir Dimitrov, CFA, who has a background in strategy consulting focused on brand and intangible asset valuation, particularly in technology, telecom, and banking sectors [1]. Group 1 - Vladimir Dimitrov has worked with some of the largest global brands in various sectors, indicating a strong professional background [1]. - He graduated from the London School of Economics, which adds credibility to his expertise in investment analysis [1]. - The focus is on identifying reasonably priced businesses that possess sustainable long-term competitive advantages, highlighting a strategic investment approach [1].
Mondelez: Solid Dividend, But Don't Get Your Hopes Up (Yet)
Seeking Alpha· 2026-01-20 20:53
Core Viewpoint - The article discusses the expertise of Vladimir Dimitrov, a former strategy consultant specializing in brand and intangible asset valuation, highlighting his experience with major global brands in technology, telecom, and banking sectors [1]. Group 1: Professional Background - Vladimir Dimitrov has a background in strategy consulting, focusing on brand and intangible asset valuation [1]. - He has worked with some of the largest global brands, particularly in the technology, telecom, and banking sectors [1]. - Dimitrov is a graduate of the London School of Economics and seeks reasonably priced businesses with sustainable long-term competitive advantages [1].
MongoDB Q3 Earnings Preview: It's Time For A Change In Strategy (NASDAQ:MDB)
Seeking Alpha· 2025-11-28 13:00
Core Insights - The article discusses the expertise of Vladimir Dimitrov, CFA, who has a background in brand and intangible assets valuation, particularly in the technology, telecom, and banking sectors [1] Group 1: Professional Background - Vladimir Dimitrov has worked with some of the largest global brands during his career in London [1] - He graduated from the London School of Economics, indicating a strong academic foundation in finance [1] - His focus is on identifying reasonably priced businesses that possess sustainable long-term competitive advantages [1]
Tesla Q2: A Poor Quarter Is The Least Of Investors' Concerns
Seeking Alpha· 2025-07-24 13:30
Core Insights - The article discusses the expertise of Vladimir Dimitrov, CFA, who has a background in brand and intangible assets valuation, particularly in the technology, telecom, and banking sectors [1] Group 1: Professional Background - Vladimir Dimitrov has experience as a strategy consultant and has worked with major global brands [1] - He graduated from the London School of Economics, indicating a strong academic foundation [1] - His focus is on identifying reasonably priced businesses with sustainable long-term competitive advantages [1]
Texas Instruments Q2 Earnings: Beware Of Rosy Expectations
Seeking Alpha· 2025-07-23 12:20
Core Insights - The article discusses the expertise of Vladimir Dimitrov, CFA, who has a background in brand and intangible assets valuation, particularly in the technology, telecom, and banking sectors [1] Group 1 - Vladimir Dimitrov has worked with some of the largest global brands during his career in London [1] - He graduated from the London School of Economics and focuses on identifying reasonably priced businesses with sustainable long-term competitive advantages [1]