Expectations Investing offers a unique and powerful alternative for identifying gaps between stock price and value. Mauboussin and Rappaport provide everything ...

29 февр. 2024 г. · I'm moderately accustomed to creating DCF models and I came across a reverse DCF book written by Michael Mauboussin titled "Expectations Investing" so I ...

28 мая 2023 г. · As a professional investor, I always use a reverse DCF to value companies. It's the best way to think about valuation.

3 окт. 2024 г. · The output of the Reverse DCF is the discount rate that sets our DCF model equal to the current market value (or enterprise value). This ...

24 окт. 2021 г. · We thus reverse the common practice, which begins with earnings or cash-flow forecasts to estimate value. The benefits of this reverse ...

29 мая 2023 г. · Can you know a company's fair value if you know the cash flows per share, through a 'reverse Discounted Cash Flow' calculation?

19 окт. 2021 г. · Michael Mauboussin's Expectations Investing advocates reversing investment decisions this way: calculate the market's expectations and line ...

5 февр. 2023 г. · If you know HOW to apply a reverse DCF, it needn't be so bad. Here's an example of a SUPER-SIMPLE model that's easy to understand.

4 янв. 2023 г. · Using a reverse-engineered DCF avoids the need to forecast (and avoids anchoring on the current market price). Of course, the discount rate issues remain.

19 янв. 2022 г. · With a reverse DCF an investor makes an informed assessment about the consensus estimates of those values. Q: It seems as if there are two main ...