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Drew Cohen of Speedwell Research: Deep Research and Business Counterfactuals
The Alchemy of Money
What Are the Main Assumptions for This?
It all goes back to that reverse DCF, really, because that allows you to make assumptions. And then you could see what the return is. Then you can see if you're comfortable with those assumptions for that return. For Meadows, it was kind of like a clean, a clean slate, you know, do it if they could hit 500 stores, 30 million per store, 15% operating margins. They've already achieved that in their mature stores. It's not just a quiet quality business, but like, is it attractive as an investment? Like, where did you focus it? Is it the growth potential? Is it margins? Is it?
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