Firm just starting subscribing to this. Read their book “Beyond Earnings” Can anyone provide any insight on this? Does it work for cyclical companies? EVA, CFROI…all those adjustments…not sure if it adds as much value as they claim.
Worked great for my buddy Steve.
It’s just a DCF model, and like all other DCF models its only as good as the assumptions
NakedPuts Wrote: ------------------------------------------------------- > Worked great for my buddy Steve. You know where my son is? -GOB
LPoulin133 Wrote: ------------------------------------------------------- > NakedPuts Wrote: > -------------------------------------------------- > ----- > > Worked great for my buddy Steve. > > You know where my son is? > > -GOB Excellent references.
This had a section on Holt: http://www.amazon.com/Equity-Valuation-Leading-Investment-Finance/dp/0470031492/ref=sr_1_1?ie=UTF8&s=books&qid=1247682702&sr=8-1
I’ve made a huge mistake