Letters from Larry: U.S. and China Stock Selection
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DCF Conclusion Study on Walmart (WMT)
Most important Retail name along with Costco in S&P 500
Aug 15
•
Larry Cheung, CFA
2
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Letters from Larry: U.S. and China Stock Selection
DCF Conclusion Study on Walmart (WMT)
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DCF Summary Table: QQQ ETF and Dow ETF Stocks
Summary Table of DCF Conclusion Studies
Jun 11
•
Larry Cheung, CFA
3
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Letters from Larry: U.S. and China Stock Selection
DCF Summary Table: QQQ ETF and Dow ETF Stocks
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DCF Conclusion Study on Amgen (AMGN)
Can Amgen be #3 in the market for Obesity Drugs?
Jun 10
•
Larry Cheung, CFA
3
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Letters from Larry: U.S. and China Stock Selection
DCF Conclusion Study on Amgen (AMGN)
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DCF Conclusion Study on Caterpillar (CAT)
#5 Company in the Dow
Jun 6
•
Larry Cheung, CFA
5
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Letters from Larry: U.S. and China Stock Selection
DCF Conclusion Study on Caterpillar (CAT)
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DCF Conclusion Study on Visa (V)
A Name that benefits from Inflation in the Dow
Jun 5
•
Larry Cheung, CFA
3
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Letters from Larry: U.S. and China Stock Selection
DCF Conclusion Study on Visa (V)
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DCF Conclusion Study on McDonalds (MCD)
MCD: Top 10 Weighted Stock inside the Dow
Jun 4
•
Larry Cheung, CFA
4
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Letters from Larry: U.S. and China Stock Selection
DCF Conclusion Study on McDonalds (MCD)
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DCF Conclusion Study on Home Depot (HD)
We continue to build out our edge to understand the Dow
May 30
•
Larry Cheung, CFA
7
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Letters from Larry: U.S. and China Stock Selection
DCF Conclusion Study on Home Depot (HD)
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DCF Conclusion Study on SalesForce (CRM)
CRM: Top 10 Stock Component in the Dow Jones Industrial Average
May 29
•
Larry Cheung, CFA
2
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Letters from Larry: U.S. and China Stock Selection
DCF Conclusion Study on SalesForce (CRM)
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DCF Conclusion Study on United Health (UNH)
The most important company within the Dow Jones Industrial Average
May 28
•
Larry Cheung, CFA
3
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Letters from Larry: U.S. and China Stock Selection
DCF Conclusion Study on United Health (UNH)
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DCF Conclusion Study on Apple (AAPL)
AAPL DCF Conclusions Shared
Feb 29
•
Larry Cheung, CFA
13
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Letters from Larry: U.S. and China Stock Selection
DCF Conclusion Study on Apple (AAPL)
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DCF Conclusions on Amazon (AMZN)
AMZN DCF Conclusions Shared
Feb 27
•
Larry Cheung, CFA
16
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Letters from Larry: U.S. and China Stock Selection
DCF Conclusions on Amazon (AMZN)
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DCF Model Conclusions on Microsoft (MSFT)
MSFT DCF Conclusions Shared
Feb 27
•
Larry Cheung, CFA
15
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Letters from Larry: U.S. and China Stock Selection
DCF Model Conclusions on Microsoft (MSFT)
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