Thanks, appreciate it! I expanded each of the steps in detail, which I hope you enjoy as well. link below. Following a standardized process helped me to stay on track with what's important while analyzing a company.
Thank you so much. Appreciate the kind words. I am glad you enjoyed it. Creating a structured process in analyzing a company has really helped me organize my thoughts.
Thank you! I really appreciate it, I'm glad you enjoyed the post.
This framework helps me stay disciplined and follow a structured process, ensuring I’ve checked all the right boxes before hitting the "Buy" button. I've been tracking my portfolio for the past three years and have been fortunate to outperform the market, compounding at a 25% CAGR (32% vs. 7% for the S&P 500).
I'm looking for the exactly this. Something that I can use repeatedly every time to check the Quality and then the valuation of the companies that I am looking at. This seems like that something I was looking for. Keep up the good work here.
I agree. That’s why evaluating a management team's historical performance is crucial. Have they consistently delivered on their promises? Do their future plans align with the company’s long-term goals, presenting a clear and coherent strategy rather than a scattered vision? Additionally, management commentary during quarterly results provides valuable insight into whether they are executing their plans effectively and achieving the results they set out to deliver.
Thanks for sharing this. Interesting read!
Thanks, appreciate it! I expanded each of the steps in detail, which I hope you enjoy as well. link below. Following a standardized process helped me to stay on track with what's important while analyzing a company.
https://thesteadyinvesting.substack.com/t/valuation
“I will go over in detail in a different post to explain Reverse DCF analysis"
--
Has the work finished?
I am posting an article tomorrow, which goes over valuation in detail. hope you'll enjoy it
The Series is greak work, I enjoy it very much ,thanks!
Thank you so much. Appreciate the kind words. I am glad you enjoyed it. Creating a structured process in analyzing a company has really helped me organize my thoughts.
Not sure you saw my post but here is the Reverse DCF: https://thesteadyinvesting.substack.com/p/reverse-dcf-model-valuing-a-company
Wonderfully designed and explained article. Thanks for sharing~~
Thanks, Jhajj! Appreciate it!
Great job here. I think I'll be using this to look at companies going forward. Thanks for the write-up.
Thank you! I really appreciate it, I'm glad you enjoyed the post.
This framework helps me stay disciplined and follow a structured process, ensuring I’ve checked all the right boxes before hitting the "Buy" button. I've been tracking my portfolio for the past three years and have been fortunate to outperform the market, compounding at a 25% CAGR (32% vs. 7% for the S&P 500).
I'm looking for the exactly this. Something that I can use repeatedly every time to check the Quality and then the valuation of the companies that I am looking at. This seems like that something I was looking for. Keep up the good work here.
Thanks, Rhandi.
Sound process. Thanks!
Thanks, mate. Appreciate it!
This is a really solid take on this, thank for the contribution!
Thank you!
Expected return = Earnings growth + Shareholder Yield +/- PE Expansion
****
Revised:
Expected Compound CAGR
= (1 + Earnings CAGR Ratio) × (1 + Dividend Yield Ratio) × (Pexit÷Eexit)/(Pentry÷Eentry)
If all dividends are revinvested back to the stock by investors, and the dividend cagr equals earning cagr.
Checking compensation planning under "Schedule 14A" is a great tip.
I agree. That’s why evaluating a management team's historical performance is crucial. Have they consistently delivered on their promises? Do their future plans align with the company’s long-term goals, presenting a clear and coherent strategy rather than a scattered vision? Additionally, management commentary during quarterly results provides valuable insight into whether they are executing their plans effectively and achieving the results they set out to deliver.
Is GPA - Growth Profit from Assets? what formula is it:
(Profit from growth initiatives)/(total assets) ? If yes, where do you get the profit from growth initiatives?
Also, what is ROIIC?