Australian Investors Podcast cover image

Does stock valuation actually matter? Ft. Brian Feroldi

Australian Investors Podcast

00:00

How to Predict the Future With Discounted Cash Flows

When i think a company has imuse os unlimited potential, right? Just layn massive amount of top line growth potential ahead of it, i don't even look. I ignore valuation altogether. If i was going to be investing in a company that was gigantic, had captured a large part of its market opportunity, i would be far more focused on valuation. Their hyper-growth days are done and because of that, i'm not going to pay any price for businesses at the moment. The only problem with discounted cash flows is it's just advanced guessing about growth rate. Riht, take the most bullish forecast that you could have found for amazon dot com, the absolute most bullish forecast

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app