Exploring the shift from PE numbers to assessing growth rates and business value, emphasizing methods like discounted cash flow analysis and margin of safety analysis. The episode sets the stage for a more in-depth discussion in the upcoming episode to enhance listener comprehension.
In part 1 of this 2 part series, Phil and Danielle discuss margin of safety, how to find a company that is on sale and how to value that business. For show notes and more information visit www.ruleonepodcast.com
Learn more about your ad choices. Visit megaphone.fm/adchoices