Re: Mental Models-Financial Assets As Levers.

It feels like the markets are about to encounter a major regime shift, so I thought I would write about how I think about valuation frameworks in terms of LEVERS.

Dec 05, 2021

∙ Paid

The other day, this Musing invited some questions:

Let’s briefly go back to business school and touch on the basic DCF (Discounted Cash Flow) equation, where i = interest rate, CF = cash flow for period n, TV = terminal value at end of term t:

Keep reading with a 7-day free trial

Subscribe to Kaoboy Musings to keep reading this post and get 7 days of free access to the full post archives.