Sublime
An inspiration engine for ideas
Investors generate excess returns when they buy the shares of companies prior to a revision in expectationsabout future cash flows. A key determinant of cash flows is a company’s ability to allocate capital toinvestments that create value. The current principles of accounting do a poor job of separating investmentsand expenses, creating a veil that... See more
Morgan Stanley • Market-Expected Return on Investment Bridging Accounting and Valuation
Here is V2 of my company "Initiation Report" Deep Research Prompt. Serious thanks to the community for the feedback. This thing is pretty badass now.
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I've made several updates:
• No longer too positive: People rightfully called out that the previous model rated everything a buy. I made several update... See more
