UNIMONWIL · 小树叶投资
Value Investing
Good businesses. Better questions. Stories that keep growing.
Pinned决胜股市 · Learning to invest
An ongoing story about value, price, and keeping the freedom to wait. Learning through Xiaoming and Wang.
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NVIDIA: valuing AI growth and cash conversion
Three valuation models test growth, customer spending and cash conversion, with bear, base and bull scenarios.
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Zijin Mining: from mines to value per share
A mine-level SOTP model, three scenarios, and a calculator for your own assumptions.
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