DCF
government
8 mentions
3 recordings
first heard Nov 2024
last heard 6 Jul
↑2 vs the 12 months before
Florida Department of Children and Families involved in the investigation
Trend
Peak in the week of 4 Jul — 4 mentions across 1 series.
Moments
newest first · ▶ plays the momentPat DorseyCapital Allocators – Inside the Institutional Investment Industry · Moat Investing Nuances – Pat Dorsey (EP.509) · 50:18 · 6 Jul
…The DCF may not be the best tool because it might undervalue the business.…
Pat DorseyCapital Allocators – Inside the Institutional Investment Industry · Moat Investing Nuances – Pat Dorsey (EP.509) · 49:54 · 6 Jul
…The thing that a DCF is quite poor at, even though people think it's long-term oriented, is that mathematically a DCF assumes that the multiple fades.…
Pat DorseyCapital Allocators – Inside the Institutional Investment Industry · Moat Investing Nuances – Pat Dorsey (EP.509) · 49:44 · 6 Jul
…Today we tend to use multiples as our primary touchstone and do a three-stage DCF as a backup to see where there are differences.…
8 moments · sign in to read them all