Michael Mauboussin, Counterpoint Global – Everything Is a DCF Model
The Best Investment Writing
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Understanding Discounted Cash Flow Models and Market Dynamics
This chapter explores the fundamentals of discounted cash flow models and their applicability to various asset classes, while addressing the challenges faced with non-cash generating assets. It also examines the differences between public and private investments, emphasizing governance, liquidity, and the reliance on market multiples for valuation.
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