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Costco Wholesale Corp. ($COST): A Discounted Cash Flow (DCF) Approach

Free article

Mar 22 • 

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Dick’s Sporting Goods ($DKS): The Best Operator In The Sporting Goods Sector

1.

Mar 18 • 

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February 2025

Is e.l.f. Beauty ($ELF) a Fallen Angel?

Introduction

Feb 23 • 

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December 2024

Update on Academy Sports and Outdoors ($ASO): Reviewing Q3 2024 Results

As you know I have written several articles about Academy Sports and Outdoors (ASO), the last one less than one month ago reaffirming my thesis. This…

Dec 12, 2024 • 

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November 2024

Invite your friends to read JustValue

Thank you for reading JustValue — your support allows me to keep doing this work.

Nov 25, 2024 • 

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Revisiting Academy Sports and Outdoors ($ASO): the Thesis Remains Intact (Again)

A Discounted Cash Flow (DCF) Valuation

Nov 23, 2024 • 

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How Transform Macro Trends Into Financial Freedom - And You Can Too

Hi everyone,

Nov 6, 2024 • 

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 and 

Alessandro (Macro Strategist)

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New Update On Ulta Beauty ($ULTA): Comments On October’s Investor Day

On July I wrote a (long) deep-dive about Ulta Beauty (ULTA) called “ULTA: Waiting for Strategic Clarification” (paywall lifted for the next week).

Nov 5, 2024 • 

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Update On Wesco International ($WCC)

The investment thesis remains intact despite +18% since June’s article

Nov 2, 2024 • 

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October 2024

Williams-Sonoma ($WSM): Probably The Best Company Among Home Good & Furnishing Retailers

$WSM $RH $ETD $ARHS $LZB $LOVE $W $HVT $FLXS $HOFT $BSET

Oct 29, 2024 • 

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Convenience Store Industry 101

$CASY, $MUSA, $ARKO, ATD.TO, TYO:3382, $DINO, $PARR, PKI.TO, $VLO

Oct 12, 2024 • 

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5

Do Stocks Always Outperform In The Long Run?

The Misinterpretation Of Jeremy Siegel’s Chart

Oct 5, 2024 • 

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