this was a sort of long reply. I have made a quick and dirty video out of it. Uploaded it to YouTube so that people have option to watch at 1.5x
Some sources:
I have been meaning to capture the next phase of refinement for our Capital Allocation Framework based on our learnings from 2011 onwards. It’s a tough ask! Several of you have egged me on to try and put together our incremental learnings in a way that is meaningful and useful for the community.
Ever since that fateful discussion and consequent starting of the ValuePickr Public Portfolio and Scorecard, we have been sticking our neck out! We made certain choices consciously on the way dropping s…
Ever since the astute senior investor (Mr D) brought my attention to it, I have been trying to refine my thoughts on the subject and create my own models.
They have reached some shape and structure - that I feel confident of sharing the outcome with all fellow-learners. This is NOT a complete model but rather in the nature of a Work-in-Progress document.
While one senior pointed me to it and helps me with refinements, another (Mr M) helped me tremendously in creating the model(s). Both of them…
[image] Posted byDonald at April 13. 2012
[image]
Started reading this book, Valuation: Measuring & Managing the Value of companies, this week primarily to clear my thinking on the importance of Discounted Cash Flow as a Concept, versus the demonstratedfutility of using the DCF tool (predominantly) to determine Value.
However as I give it a careful read, suddenly I have become alive to thinking more clearly about the drivers of value of a business, as also some ways of measuring that!
Thi…
A super new concept introduced recently to ValuePickr by Mr M in the ART of Valuation thread. Many members have acknowledged this could be a powerful aid/mental model to possess in our search to up the ante - at becoming more refined investors.
Let’s dedicate this thread to taking forward Mr M’s gift. Folks have already started throwing examples that according to them can fit Type A+. Here’s hoping we have some very enriching debate/discussions that lead us to logical conclusions
https://www.amazon.in/Theory-Investment-Contrary-Opinion-Library/dp/087034126X
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I hope that is ok with you:
