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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.
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Revisiting Academy Sports and Outdoors ($ASO): the Thesis Remains Intact (Again)
A Discounted Cash Flow (DCF) Valuation
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How Transform Macro Trends Into Financial Freedom - And You Can Too
Hi everyone,
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Alessandro (Macro Strategist)
New Update On Ulta Beauty ($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).
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Update On Wesco International ($WCC)
The investment thesis remains intact despite +18% since June’s article
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October 2024

September 2024

The Breakdown of the ROIC
The case of Fastenal ($FAST) and W.W. Grainger ($GWW)
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4
Scale-Economics-Shared Model
How Companies Like Costco, Walmart, Wise or Charles Schwab Outperform Giving Back To Customers
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2
The Current State Of The U.S. Housing Sector: Short-Term Clouds But Sunny Future
Last week I wrote a deep dive about Builders FirstSource ($BLDR) in which it was included a short discussion about short-term uncertainties and…
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