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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 in his career in London [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]

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I continue my research of the forest industry with Louisiana-Pacific ( LPX ), the largest manufacturer of engineered wood siding in North America. Lap siding, also known as clapboard, is an exterior building material consisting of overlappingFor almost a decade, I held research analyst positions in various investment firms, mostly in Toronto. I started in sell-side research with a Canadian bank, then moved to a hedge fund, followed by a family office and then finished my career in wealth management. I was 2 ...

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Core Insights - Intel has experienced renewed momentum following the appointment of a new CEO and investments pledged by the US Government, Nvidia, and SoftBank [1] Company Summary - Intel is identified as a troubled semiconductor company that is attempting to regain its footing in the market [1] - The company is under the analysis of Dhierin-Perkash Bechai, who specializes in aerospace, defense, and airline sectors, indicating a focus on industries with significant growth prospects [1] Industry Context - The Aerospace Forum, led by Dhierin, aims to uncover investment opportunities within the aerospace, defense, and airline industries, suggesting a strategic approach to identifying potential growth areas [1] - The forum utilizes an in-house developed data analytics platform, evoX Data Analytics, to inform investment ideas and analyses [1]

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 in his career in London [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]

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