SERVICE

---

Drawing on 25 years of professional investment-analysis experience, we seek to identify undervalued stocks.

Each week, we screen the market for companies that appear potentially undervalued on fundamental grounds.

Our eligible investment universe comprises approximately 2,000 stocks, representing around 80% of global stock-market capitalisation. We assess these companies using discounted cash flow (DCF) models based on the entity approach, with cash flows discounted at the weighted average cost of capital (WACC).

Promising stocks that appear attractively priced on value-investing principles are added to our watchlist for detailed individual analysis.

We publish comprehensive reports and make our financial models available in Excel. You can examine our inputs, follow our calculations and review our methodology.

A dedicated input sheet allows you to adjust key assumptions, develop your own valuation and see how your changes affect the estimated intrinsic value per share.

This gives you direct insight into our work: valuations developed by experienced professionals, with the reasoning and calculations made visible. Not outsourced to AI.

We share our carefully selected stock ideas, valuations and insights on Substack.

As a paid subscriber, you receive:

• around 10 in-depth stock valuations each month
• our estimate of each company’s intrinsic value per share, showing whether its stock appears undervalued or overvalued relative to the market price
• full access to our valuation methodology, underlying assumptions and calculations, including downloadable Excel models
• a clear explanation of the key drivers behind each valuation
• relevant financial metrics and peer-group comparisons
• published analyst price targets, presented alongside our independent valuation for comparison
• a dedicated Excel input sheet for developing your own valuation, supported by our methodology and explanatory notes

CHF 24 per month or CHF 240 per year for independent, long-term investment research.

TRY IT FREE FOR 30 DAYS