MI196: Value Investing in the Digital Age w/ Adam Seessel
The Intrinsic Value Podcast - The Investor’s Podcast Network
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What's the Difference Between Price and Motes?
I'm curious how you're determining sort of a hurdle rate, or how do you determine, yes, this is an appropriate price to pay. Are you looking at the earnings yield, or what are you looking at there? Ye, it's earnings yeeld clay, not on reported gap numbers, but on, you know, the adjustments we've been talking about. So i kind of feel i for a great business with all these motes. Yo, no, five % free cash will yield is probably a good entry point. 20 times earnings power, i think that. And my experiencewill yield a very good long term result.
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