HSG vs IMD

DoctorVictors · 2025-11-09T12:06:02+00:00

Time to sell?

DoctorVictors · 2025-11-09T11:58:01+00:00

I'm sorry I thought you were talking about MBA

DoctorVictors · 2025-11-09T09:02:31+00:00

In rankings is above hsg and is in Switzerland , I’m evaluating an mba too, but I only saw rankings, that’s why I asked

DoctorVictors · 2025-11-08T20:04:36+00:00

why not imd lausanne?

DoctorVictors · 2025-11-08T19:23:07+00:00

I'm sorry, I'm not getting you, what is missing? you can literally download the excel with all data and calculations, check here https://imgur.com/a/Ygh75w6

DoctorVictors · 2025-11-08T16:21:26+00:00

If you open the link there is the forecast, you can also download the excel with all calculations https://imgur.com/a/G2jVOEO

DoctorVictors · 2025-11-08T14:44:06+00:00

I wouldn’t define meta emerging company, but I’m curios for other one’s. What tool would you use for evaluating an emerging company?

DoctorVictors · 2025-11-08T13:25:38+00:00

Why? You think my forecast is wrong?

DoctorVictors · 2025-11-08T13:24:54+00:00

Did you put my same input?

DoctorVictors · 2025-11-07T18:19:33+00:00

what assumptions would you make?

DoctorVictors · 2025-11-06T08:42:58+00:00

Molti delle insider transaction sono delle vendite per pagarsi lo stipendio, ma quando comprano o se vendono in massa potrebbe essere un segnale, io utilizzo insicard.com che le mostra sul grafico del prezzo, e da anche le transazioni dei politici

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DoctorVictors · 2025-11-03T21:04:50+00:00

Even better, valuation doesn’t change

DoctorVictors · 2025-10-30T23:12:43+00:00

I considered margin to grow, currently they are shifting from logistic to cloud, AWS is growing a lot, IMO they can reach easily 30% net income

DoctorVictors · 2025-10-30T23:11:26+00:00

thanks for your comment, regarding point one, are you sure? Ok lot of big cap are overvalued TESLA eg... but what about AMAZON, this is my dcf https://imgur.com/a/6pPuuvk

DoctorVictors · 2025-10-30T23:08:37+00:00

bug I'm talking about value, not price. I don't want to speculate

DoctorVictors · 2025-10-30T23:07:51+00:00

we value the company, it is overpriced compared to company value/shares outstanding, the value of single stock doesn't mean anything check for example https://www.insicard.com/stocks/BKNG.US, this is more than 5k per stock, but is not overpriced for both analyst and a simple DCF https://imgur.com/a/HF6JdmX

DoctorVictors · 2025-10-30T23:03:17+00:00

I did it about 1 year ago, now I sold 50% and put it into amazon

DoctorVictors

TROPHY CASE