MI301: Deep Value: Timeless Strategies, New Insights w/ Bill Nygren and Robert Bierig
The Intrinsic Value Podcast - The Investor’s Podcast Network
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Analyzing Growth Drivers and Value Models
This chapter discusses the primary growth driver for a specific company, which is organic revenue. They highlight the expected growth rate, operating leverage, buybacks, and the potential for additional growth through acquisitions. The leveraged buyback model is emphasized as a value driver, and they mention three sponsors: Airbnb, Masterclass, and Shopify.
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