#Valuation

Hermann Peterscheck

petershk

$GAW (Games Workshop) is one of my favorite businesses. It's had an amazing run, but when we have such favorable outcomes; it's important to understand the difference between business returns

Chamath Palihapitiya

chamath

How to spot a bubble:I believe there are roughly 6 stages of a market’s valuation. People use different methods to justify buying stocks in each phase:1. Multiple of FCF2. Multiple

Tren Griffin

trengriffin

1/ The moment I encountered the ideas of Peter Fader and Dan McCarthy we immediately clicked. Dan said recently: "Customer based corporate valuation is the intersection of marketing, finance and

LB

FI_LeeB

Value and price are two different thingsI value players based on how much I believe they will return in dividends over a careerIf I value someone at £20, that doesn’t

Robot James

therobotjames

It's easy to lose money trading if you:1. Trade too much (paying fees + impact on each txn)2. Size positions too big (high vol hurts compounding ability + gets u

Adventures in Financial Independence

adventuresinfi

It’s easy to be your own worst enemyby behaving like a traderwhen your intent is to be an investorPart 2[THREAD] 1/x I previously talked about how the mismanagement of my

Sam Marsh

Sam_Marsh101

I'm still making my way through the #USS valuation document, but am struck by how just much responsibility those in charge of the scheme have for the turmoil that engulfed

Mads Christiansen

MadsC007

$SE BofA values at $61,5.I still believe that if you know a little math you cant believe it is right to value one game cheaper than a PF of say

Tren Griffin

trengriffin

1/ Investments in PPE (property, plant and equipment) appearing on balance sheets no longer drive profits as much as they once did. Businesses invest more in intangible assets like software

Urban Carmel

ukarlewitz

Plunge and bounce. All the market is doing now is debating whether we’ll be on the red line or the green line next yearhttps://twitter.com/adam_tooze/status/1250506680367935488 Everyone has an opinion on red

Gale Wilkinson @Vitalize

galeforceVC

What to include in pre-seed/seed deck (in a shell):Title (+one liner)Customer problem / opp.Solution (value prop.)How it works (screenshots / demo link)Market size ($)Competition (+ your differentiation)GTMFinancials*Exit options**TeamTract

#1BB Singers🐾₇¹¹⁷

WinterTaeta

Total valuation looks to be $812M in IPO. So if they value each share at $113, then total number of shares will be 7185840 shares. So each member will get

Dan Rose

DanRose999

In 2008 Facebook’s user growth hit a wall at 80M and we were having serious debates about whether any social network could ever reach 100M users. 2 years later we

JPR007

jpr007

FOOD FOR THOUGHT 20200830In all of our analysis we are using a volume projection for Tesla that deserves further examination 1. It is driven by observing Tesla’s historical growth 2.

Willis Cap

willis_cap

(1/n) Here's my rough outline of $GOOG's intrinsic value over the past few years. Based on these numbers, intrinsic value is likely to roughly double from EOY 2018-2021.Caveats and methodology

Chris Harvey

ChrisHarveyEsq

A step-by-step solution for this table problem.• Step 1: Find the Key Terms + Assumptions• Step 2: PPS + Share # for Note (Pre-Money)• Step 3: Share # + PPS