
Alix Pasquet: Learning for Analysts and Future Portfolio Managers
Frederik's Labyrinth
00:00
Using the Process of Four Hours to Kill an Idea
The process is to take assumptions from the analytical community, plug it into a dcf when it comes to growth margin and reinvestment rate. It's a very simple process, once you get to know the know the process. And thank god they doecause it's better for my pocket and that of a a of my friends. An a an nmentes. Also, remember that i said you should have a process of four hours to kill an idea. One of the things,. the components of that process should be to do a p ie the price implied expectations. Here are other ways of doing this. There's a way to use option prices for the short and mid term where you take
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