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A long-term investor who merges narratives and conventional analysis to find outperforming investments where ever they might be found.

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Formula One Group

Formula One: "Away we go" or "driving to survive"?

Formula One Group -- previously known as Liberty Media -- is the company that is responsible for the marketing and commercialisation of the Formula One motorsport competition. The FIA, the motorsports regulatory body, is in charge of the rules and technical side of Formula One.Read more

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US$53.37
64.8% overvalued intrinsic discount
Fair Value
Revenue
6% p.a.
Profit Margin
12%
Future PE
30x
Price in 2031
US$84.44
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Walt Disney

The happiest company on Earth, also perennially misunderstood.

When I first purchased shares in Disney, back in 2016, the narrative was all focused-on cord-cutting at ESPN. Since that time, it has shifted frequently.Read more

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US$134.63
26.8% undervalued intrinsic discount
Fair Value
Revenue
6.5% p.a.
Profit Margin
13%
Future PE
20x
Price in 2031
US$207.14