Archive - JustValue

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

Mar 22 •

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

Mar 18 •

February 2025

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

Feb 23 •

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 •

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 •

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

A Discounted Cash Flow (DCF) Valuation

Nov 23, 2024 •

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

Nov 6, 2024 •

and

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).

Nov 5, 2024 •

Update On Wesco International ($WCC)

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

Nov 2, 2024 •

October 2024

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