Tobias Carlisle - Thinking Like an Acquirer (S1E2)
Flirting with Models
Value Investors - Is the Acquirers Multiple Right for You?
Every value investor has a very unique approach, or at least there's certainly distinct camps of value investing. The Buffett franchise guys will want to do a DCF style analysis and think that the implied PE is quite high for those stocks. I look at 40 times earnings sounds like an insane, that could be very depressed earnings in my world. But in their world, that's a way to value the company.
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