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Deep dive into Card Factory
A (not-so) dying company.
Jun 27
•
Kostadin Ristovski, ACCA
11
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Deep dive into Card Factory
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Deep dive into Greggs
Undervalued Money Printing Bakery
Jun 15
•
Kostadin Ristovski, ACCA
21
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Deep dive into Greggs
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7
Deep dive into Roku ($ROKU)
The Streaming Razor-and-Blades Model
May 22
•
Kostadin Ristovski, ACCA
8
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Deep dive into Roku ($ROKU)
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Deep dive into Crocs ($CROX)
Is this a $5 billion fashion fad?
Apr 25
•
Kostadin Ristovski, ACCA
14
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Deep dive into Crocs ($CROX)
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7
Deep dive into Kraft Heinz ($KHC)
A value opportunity backed by Warren Buffett
Apr 17
•
Kostadin Ristovski, ACCA
9
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Deep dive into Kraft Heinz ($KHC)
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Deep dive into Fiverr
On its way to irrelevance?
Mar 3
•
Kostadin Ristovski, ACCA
6
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Deep dive into Fiverr
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Deep dive into Grab ($GRAB)
Southeast Asia’s first decacorn ($10 billion company)
Feb 26
•
Kostadin Ristovski, ACCA
4
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Deep dive into Grab ($GRAB)
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1
Deep dive into Warner Bros. Discovery ($WBD)
The $40 Billion Bet
Feb 21
•
Kostadin Ristovski, ACCA
11
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Deep dive into Warner Bros. Discovery ($WBD)
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5
Deep dive into Basic-Fit (AMS: $BFIT)
Cracking the Code to Affordable Fitness
Feb 13
•
Kostadin Ristovski, ACCA
18
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Deep dive into Basic-Fit (AMS: $BFIT)
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Deep dive into L'Oreal (EPA: $OR)
From Hair Dye to Global Domination
Feb 8
•
Kostadin Ristovski, ACCA
8
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Deep dive into L'Oreal (EPA: $OR)
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1
Deep dive into Nintendo $NTDOF $NTDOY
Saved by the Mafia to Become a Gaming Giant
Jan 24
•
Kostadin Ristovski, ACCA
15
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Deep dive into Nintendo $NTDOF $NTDOY
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4
Deep dive into Abercrombie & Fitch ($ANF)
The (Controversial) Phoenix of Retail
Jan 11
•
Kostadin Ristovski, ACCA
15
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Deep dive into Abercrombie & Fitch ($ANF)
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4
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