The Best Investment Writing Michael Mauboussin, Counterpoint Global – Everything Is a DCF Model
Aug 10, 2024
Michael Mauboussin, Head of Consilient Research at Counterpoint Global, dives into the pivotal role of discounted cash flow (DCF) models in valuing assets. He emphasizes prioritizing the present value of cash distributions over market speculation. The discussion highlights the complexities of DCF, its application across asset classes like bonds and real estate, and the implications for both public and private investments. Mauboussin also addresses the interplay between DCF and real options, offering valuable insights for discerning investors.
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