📢 Highlight from last week's blog post!

Even my worst-case scenario of #DassaultSystemes ($DASTY)'s future yields a discount.

But their *past* forces us to stop and rethink!

Read further: https://thebarnblog.substack.com/p/dassault-systemes-a-so-so-turnaround

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This week on #TheBarnBlog, we take on another French giant, #DassaultSystemes ($DASTY)! 💪

Read to find out why we consider the #software company to be a so-so candidate if you're looking to find turnaround companies.

🔗 https://thebarnblog.substack.com/p/dassault-systemes-a-so-so-turnaround

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Check out the base-case, worst-case and best-case scenarios for #Vinci 's ($DG) share price!

All three scenarios indicate that Vinci is trading at a discount 🤩

🔗 https://thebarnblog.substack.com/p/the-scenario-advantage-stresstesting

#TheBarnBlog #Valuation #Investment #ValueInvesting #StockMarket #Stocks #Markets

8 simple steps to value a company! 🧑‍🏫

Based on #Vinci ($DG), French concessions and construction company listed on #Euronext.
Share price as of Feb 6th ➡️ €132.35.

For educational purposes only! ⚠️

#Valuation #NotInvestmentAdvice #TheBarnBlog

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If you ever wondered how to value a company, take a look at my hands-on guide using the French concessions/construction/energy company #Vinci as an example.

The results are interesting, to say the least! 😎

Disclaimer: #NotInvestmentAdvice

Link to blog post: https://thebarnblog.substack.com/p/company-valution-a-hands-on-guide

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Important info from last week's #validation series ℹ️

Only #Strabag receives a red light on balance sheet optionality, but checking against other metrics will give us a more complete picture. ⚖️

Graph below doesn't say a thousand words?

Read the blog post instead: https://thebarnblog.substack.com/p/money-well-spent

#TheBarnBlog #Validation #Investing #ValueInvesting #FinancialAnalysis #Markets

📢 Check out the validation overview from last week's blog post!

Plenty of yellow and red lights, but who gets disqualified?

Or read here: https://thebarnblog.substack.com/p/money-well-spent

#TheBarnBlog #Investing #ValueInvesting #FinancialAnalysis #Markets #Stocks

"How a company uses funds generated from its operation says more about its view of the future than any earnings call ever could."

Don't miss the last blog post of the #validation series testing strategic capital behavior! #FinancialLiteracy 🤓

Read here: https://substack.com/@thebarnblog/p-186284836

#TheBarnBlog #Investing #ValueInvesting #Finance #Markets #Stocks

Sometimes it's better to be the CEO than the owner of the company. For some of the companies below, this happens more than for others. 🙈

Full blog post: https://thebarnblog.substack.com/p/should-the-ceo-have-a-greater-return

#TheBarnBlog #Validation #Investing #ValueInvesting #FinancialAnalysis #Markets

📢 Quick overview of our validation results re *shareholder alignment* 📢

Many companies receive a yellow/red light.

Read how and why: https://thebarnblog.substack.com/p/should-the-ceo-have-a-greater-return

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