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The Art of Valuation: Episode II
Unveiling the Intrinsic Worth of MSFT
Jan 23 • 
Dam
2
Swiss Markets: Strategic Insights and Actionable Investments
Part II
Jan 22 • 
Dam
1
The Fallacy of Precision in Macroeconomic Data
Macro Astro
Jan 22 • 
Dam
The Swiss Paradox: Neutrality, Innovation, and Economic Might
Part I
Jan 21 • 
Dam

December 2024

The Art of Valuation: Episode I
Unveiling the Intrinsic Worth of AAPL
Dec 20, 2024 • 
Dam
Braskem: Unlocking Value in a Petrochemical Powerhouse
A Compelling Turnaround Story (ref BAK $4.14)
Dec 17, 2024 • 
Dam
2
The Golden Makeover: Muddy Waters Reshapes Mayfair Gold's Future
MFG CN (ref price 1.81)
Dec 16, 2024 • 
Dam
Sable Offshore: A World-Class Asset with Proven Leadership
SOC (ref 20.66)
Dec 12, 2024 • 
Dam
4
Unlocking Value: A Deep Dive into Brazilian Equity Valuation
As the equity valuation section was lost in the middle of our long analysis of the institutional evolution of Brazil, we realize that many probably did…
Dec 11, 2024 • 
Dam
1
Brazil's Equity Market
A Compelling Long-Term Opportunity
Dec 9, 2024 • 
Dam
5
Unlocking the Secrets of American Corporate Profitability: Why Profit Margins Soar
Decoding the Kalecki-Levy Profit Equation to Navigate Economic Shifts and Policy Impacts
Dec 2, 2024 • 
Dam
3

November 2024

Valeura Energy (100% Upside)
VLE CN (ref price 5.19)
Nov 27, 2024 • 
Dam
3
© 2025 Damien Cleusix, Quantastic Sàrl
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