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The Art of Valuation: Episode I
Unveiling the Intrinsic Worth of AAPL
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Damien Cleusix
Braskem: Unlocking Value in a Petrochemical Powerhouse
A Compelling Turnaround Story (ref BAK $4.14)
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Damien Cleusix
The Golden Makeover: Muddy Waters Reshapes Mayfair Gold's Future
MFG CN (ref price 1.81)
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Damien Cleusix
Sable Offshore: A World-Class Asset with Proven Leadership
SOC (ref 20.66)
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Damien Cleusix
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…
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Damien Cleusix
Brazil's Equity Market
A Compelling Long-Term Opportunity
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Damien Cleusix
Unlocking the Secrets of American Corporate Profitability: Why Profit Margins Soar
Decoding the Kalecki-Levy Profit Equation to Navigate Economic Shifts and Policy Impacts
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Damien Cleusix

November 2024

Valeura Energy (100% Upside)
VLE CN (ref price 5.19)
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Damien Cleusix
Calumet Inc (CLMT)
I will start with the 90 second pitch à la Bill Miller, the whole analysis can be found afterwards.
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Damien Cleusix
US Market Valuation: One for the History Book?
The notebooklm audio overview
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Damien Cleusix
2
Vistry Group
First the 90 seconds pitch à la Bill Miller followed by the long pitch.
 • 
Damien Cleusix
1

January 2024

© 2025 Damien Cleusix, Quantastic Sàrl
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