Oct 16 2024 44 mins 14
On this episode we talk about a recent memo, Investing is Just Answering a Series of Questions: Explaining the Reverse DCF
We cover what a Reverse DCF is, how do use one, common errors, and how an investor should conceptulize the outputs.
We hope you enjoy!
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Other Speedwell Memos Mentioned in the Discussion
The Investment Matching Principle (on the connection between position sizing and risk/ reward)
From Private to Public Markets (touches on VC vs Buffett Investing)
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Show Notes
(0:00) Memo Overview
(2:57) - Reverse DCF Details
(11:46) - Issues with the Terminal Value
(18:50) What Makes a Great Investor
(31:43) — Basketball Betting Analogy , Getting the Lower Range Correct
(37:04) - Mistakes with the Reverse DCF and Mistakes We’ve Made
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Disclaimer
Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discusessed. Furthermore, accounts contributors advise on may also have positions in companies discussed. All views expressed on this podcast do not represent the views of the companies podcast contributors may have worked for. Please see our full disclaimers here: https://speedwellresearch.com/disclaimer/
