3min chapter

We Study Billionaires - The Investor’s Podcast Network cover image

TIP 504: Opportunities in Energy, Metals and Mines w/ Will Thomson

We Study Billionaires - The Investor’s Podcast Network

CHAPTER

How Much Weight Do You Put on the Discount Cash Flow Model?

How much weight do you put on the discount cash flow model itself? I've spoken recently with Jim O'Shaughnessy and a few others who are saying these two DCF things. We tend to favor making them explicit so that we can interrogate them. But there are absolutely times when for simplicity sake, we may not run a DCF.

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