Michael Mauboussin, Counterpoint Global – Everything Is a DCF Model
The Best Investment Writing
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Understanding Discounted Cash Flow Models and Asset Valuation
This chapter explores the complexities of discounted cash flow (DCF) models and their role in financial valuation, contrasting intrinsic value calculations with comparative methods. It emphasizes the significance of clear assumptions, particularly for startups, and analyzes the application of DCF across various asset classes like bonds and real estate while addressing input sensitivity challenges.
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