In this episode of The Synopsis we read our latest Speedwell Research memo. If you prefer to read instead of listen to the memo, you can find access to the article below.
This weeks memo is "Investing is Just Answering a Series of Questions: Explaining the Reverse DCF"
Memo Link: https://www.speedwellmemos.com/p/investing-is-just-answering-a-series
Recomended Article Podcast on Hurdle Rates: (Spotify, Apple)
Or read it here: How Pies, Proofs, and Punch Cards Hold Key Insights into the Cost of Equity
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Show Notes
(0:00) – Intro and Updates
(1:27) –Memo Reading Starts
(19:19) – Check out this Memo on Hurdle Rates and the "Right" Discount Rate
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Speedwell Research's main website can be found here.
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Twitter: @Speedwell_LLC
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Email us at info@speedwellresearch.com for any questions, comments, or feedback
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Disclaimer
Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discusessed. Furthermore, accounts contributors advise on may also have positions in companies discussed. Please see our full disclaimers here: https://speedwellresearch.com/disclaimer/
The Synopsis