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Category Archived Webinars

Apple (AAPL) Valuation Conference Call

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This web conference was held on June 23, 2016. The main learning take-aways from this call are (1) Always focus on the most material issues when assessing value, (2) The importance…

Procter & Gamble (PG) Valuation Conference Call

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This web conference was held on July 21, 2016. In it, we take a detailed look at P&G’s valuation drivers and show why we think the market is assuming the company…

Whole Foods Markets (WFM) Valuation Conference Call

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This web conference was held on August 11, 2016. In it, the participants on the call work together to analyze Whole Foods’ valuation drivers and estimate an intrinsic value range…

Union Pacific (UNP) Valuation Conference Call

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This web conference was held on May 26, 2016. In it, we cover (1) UNP’s business background, (2) UNP’s valuation drivers, (3) Framework Investing’s valuation of UNP, and (4) Framework…

Express Scripts (ESRX) Valuation Conference Call

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This conference call was held on September 15, 2016. The group looked at the valuation drivers affecting pharmacy benefits manager giant Express Scripts (ESRX).

Framework Investing Valuation Workshop on Express Scripts (ESRX)

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In this small group session, Framework Investors work together to translate our shared knowledge of Express Scripts business environment into an actual valuation.

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