Derek Bergen, CFA, Author at Value Expectations

About Derek Bergen, CFA

Partner at The Applied Finance Group
Focus areas: Equity Analysis, Portfolio Consulting, Quantitative Research.
Joined AFG in 2005

S&P 500 Investment Analysis – June 2018

06/14/2018 Derek Bergen, CFA Market Analysis

Implicit Dangers of Passive Investing – What’s in your ETF? Passive investing has provided operational efficiency alongside strong appreciation over a nearly 9 year bull market run. This has led wealth managers and institutions to […]

A Case to Buy Delphi – AFG Instrinsic Value Analysis

08/19/2016 Derek Bergen, CFA Investment Grade, Stock Analysis

This company analysis article will provide insight on why we like Delphi Automotive and some of the adjustments made to our default model to come to a more refined Intrinsic Value. We believe DLPH has nearly 62% upside based on their 8/15/2016 closing price. […]

Microsoft Corporation & LinkedIn Corp. – Post Deal Value Expectations

06/15/2016 Derek Bergen, CFA Stock Analysis

We published an article to our clients earlier today breaking down Microsoft’s acquisition of LinkedIn to better understand the performance expectations that would be priced-in to the combined company to justify current trading levels. This explanation put together by Derek Bergen, The Applied Finance Group, LTD. provides insight into the potential value of the combined firm and whether or not Microsoft overpaid for LinkedIn. […]