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Value After Hours 04 35: Predicting Growth, Dalio Steps Down, Musk $TWTR On, $AMZN Retrospective

The Acquirers Podcast

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Persistence of Growth in SaaS Software

When building a DCF model, it seems analysts might as well plug in the same long term growth assumptions for a SaaS software company as when valuing a coal miner. This earnings growth, not necessarily return on investment. Well, part of the problem is there's no fucking earnings. So what that's saying then is that it's, I think they use kind of some kind of coin flipping methodology, right? For the chance.

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