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NVIDIA DCF Valuation Model Built From Scratch | FREE EXCEL INCLUDED (2023)
youtube.comBryan Lawrence: How to beat the market using concentrated value investing
youtu.beMy favorite listed BDCs trading at NAV discounts:
FS KKR $FSK: -14.8%
Bain $BCSF: -4.7%
Nuveen Churchill $NCDL: -2.4%
Kayne Anderson $KBDC: -2.5%
Disclosure: Long in $INCM.to
Julian Klymochkox.com
Value Investing with Legends Columbia Business School
podcasts.apple.com$DLO
Share has been clobbered. Mkt cap about $3.6B now
FY23 Adj EBITDA guide is $210M (midpoint)
So about 18x EBITDA
Prob can grow at >30% for several years
Short report has made everyone nervous but it seems good to me over longe... See more
Irnest Kaplanx.com