Sublime
An inspiration engine for ideas
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
$NVDA is the cheapest of Mag7 based on current PEG estimate https://t.co/xWaG1lkO9P
Value Investing with Legends Columbia Business School
podcasts.apple.com$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 longer... See more
Irnest Kaplanx.com
Strategy’s STRC vs. other popular dividend vehicles.
Every boomer worships $SCHD, $JEPI, $QYLD, $VYM like they’re sacred cows.
But the reality?
$STRC is beating them all.
SCHD yield: ~3.8%
JEPI yield:... See more
Hi @BrianFeroldi @Brian_Stoffel_ - inspired by your work on valuation, I've created a Reverse DCF spreadsheet with a hassle-free iterating function that allows you to analyse many companies at once. Sharing in case it's useful for your own processes!
https://t.co/N1jejDDAP6
Luke Hallardx.com