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Interview. Author of "On the Hunt for Great Companies" talks Amazon, Airlines, and Advantaged Businesses

The Synopsis

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Valuing Cash Flows: The Impact of Cyclicality and Investor Perception

This chapter explores the intricacies of discounted cash flow analysis, focusing on how investors differentiate between inconsistent and stable cash flow streams. Using a niche barge business as a case study, it highlights the challenges of valuing volatile cash flows and the effects of investor perception on stock prices and exit multiples.

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