Love your website blog and the informative articles.
As a value investor, chartered accountant and chartered financial analyst with some experience in australian listed businesses, I am wondering why you have not elicited any particular companies you have been looking at, modelling and contemplating on… such as greenbakd but obviously australia centric. it would be interesting to see what you have spent time on, based on your work, metholdogy and strategic viewpoint of the business and its competitive position,. I understand if this is not done due to not be seeing as giving any sort of recommendation, however I think supplementing your great articles with stock specific thoughts would increase your following and reader comments, discussions, such as Doddsville/bristlemouth .
keep up the good work
Thank you for the feedback. I have deliberately avoided case studies because I want the reader to focus solely on the methodology of valuing a business. If I use case studies some readers may get sidetracked and focus on how successful or otherwise the investment was, or focus on interesting aspects of the case study, and not on the underlying valuation process.