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The Finance Corner

Kostadin Ristovski, ACCA

Independent Equity Research

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Substack
PricingFreemiumPublishesWeekly
Issues100Founded5 years agoLast Issue11 days ago
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Latest Issues

PARKEN Sport & Entertainment: A unique Danish company

It’s always fun to look into companies with no coverage, and this is a fascinating one.

How often does one look into a company that owns a football club, a stadium that hosted Eurovision, a round of 16 UEFA EURO 2020 match, UEFA Cup final,...

11 days ago
5

The closest thing to insider knowledge you can legally use

The beginning of this post won’t match the title.

Give me 4 minutes of your time, we’ll get there.


1.0 The unpopular opinion

At least once a month, there’s someone new who says a version of the following sentence: You are go...

17 days ago
4

Wix: 85% down, more valuable than ever

1.0 Introduction

I do think Wix deserves to be a case study in many business/marketing schools from different angles. There’s a product aspect, marketing, acquisition, share buybacks, and all come together into what I’d consider one o...

23 days ago
10

Otis: The subscription that nobody cancels

1.0 Introduction

Every single day, billions step into an Otis box, press a button, and trust their life with it.

In the 1850s, elevators existed. However, the ropes occasionally snapped, leading to casualties.

Elisha Otis invented th...

a month ago
7

Intuit: The most hated stock in the S&P500


1.0 Introduction

The fear of AI has reached Intuit.

The share price chart below looks terrifying.

The first time I looked into Intuit was in September 2022. Back then, it was a $127b company with ~$13b in revenue. My estimat...

2 months ago
5
3

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  • Kostadin Ristovski, ACCA

    A curious human being, interested in a lot of stuff, one of them being finance.

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