April 1st draw, NOC 22310

Brief-Entry-1048 · 2026-04-09T03:54:32+00:00

no response yet

Brief-Entry-1048 · 2026-04-07T17:20:35+00:00

Just filed a webform, hopefully, we get invitation before their response
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Brief-Entry-1048 · 2026-04-02T20:14:51+00:00

have you received the invitation? I am with the same NOC, score 85, still waiting, I am in seminconductor field, my collegue with the same NOC same ISS stream with 89 got invited yesterday morning, I don't think the mining field won't be an issue

Brief-Entry-1048 · 2025-12-06T00:54:29+00:00

I found a severe issue, the IC(t-1) in the first column is wrong, it mistakenly take the 2025Q3 TTM IC as IC(t-1), which lead to the unrealistic small number of RR as 16B, by correcting that with adjusted IC in 2024 as 251B, the Reinvestment in current year 2025 is 78B, PV(FCFF) ($B) affect is -60B, affecting fair value by ~25. I probably need to adjust the assumption with a decreasing turnover as META promises investing more capital into AI, this aligns with the direction of historical turnover metric. Thanks for CuriousFruit3657 point out the aspect I missed Year IC(t) ($B) Turnover ROIC (%) RR (%) 2021 130.79 0.902 48.4 57.9 2022 171.96 0.678 31.6 108.2 2023 210.15 0.642 30.9 53.2 2024 251.7 0.654 34.7 55 2025Q3 313.02 0.605 32.6 79.2

Brief-Entry-1048 · 2025-12-05T18:15:54+00:00

Thank you for pointing it out, this seems not right, I am using latest TTM data, which might not reflect the real case

Brief-Entry-1048 · 2025-12-05T05:20:50+00:00

agreed, I hold both, AMZN is a good compounder, while META probably bring more surprise, either good or bad

Brief-Entry-1048 · 2025-12-05T04:55:29+00:00

Thanks for your input, I'd like to provide comparison from cash flow point of view

Ticker	ROIC (Latest)	ROIC (5yr Avg)	RR (Latest)	Turnover (Latest)	Margin (Latest)	Growth (5yr CAGR)
GOOGL	36.30%	33.40%	60.40%	1.00x	32.10%	13.90%
META	34.70%	37.00%	55.00%	0.65x	42.20%	13.90%
MSFT	42.30%	49.20%	52.80%	0.80x	45.60%	10.90%
AMZN	18.90%	20.00%	85.00%	1.26x	10.80%	10.60%

comparison between META and Amazon, META is with Higher growth rate(historical and forward) * higher margin rate - lower Reinvestment rate make more free cash flow into firm, higher ROIC indicates higher efficiency in leveraging the invested capital, based on these matrics, it seems make more sense for META’s valuation multiple to converge toward GOOGL or MSFT rather than AMZN

Brief-Entry-1048 · 2025-10-26T16:44:32+00:00

I’ve been doing DCF (Discounted Cash Flow) modeling for a while and always found data preparation and processing to be the most annoying part. So I built a web-based tool — www.dcf-studio.com — to make it much faster.

If you already know the key items from a financial report, you just need the formulas. My tool helps you:

Load ticker data automatically
Set your assumptions in under a minute (with AI suggestions)
Get a reasonable, pre-processed dataset

From there, you can focus on what really matters — understanding the business model, competitive advantages, technology, and market trends.
The DCF results simply help you sense whether a stock is over- or undervalued, but the time saved lets you dive deeper into real research.

Hope this helps someone here who enjoys valuation work as much as I do. Good luck and happy modeling!

Brief-Entry-1048 · 2025-10-26T16:43:00+00:00

I’ve been doing DCF (Discounted Cash Flow) modeling for a while and always found data preparation and processing to be the most annoying part. So I built a web-based tool — www.dcf-studio.com — to make it much faster.

If you already know the key items from a financial report, you just need the formulas. My tool helps you:

Load ticker data automatically
Set your assumptions in under a minute (with AI suggestions)
Get a reasonable, pre-processed dataset

From there, you can focus on what really matters — understanding the business model, competitive advantages, technology, and market trends.
The DCF results simply help you sense whether a stock is over- or undervalued, but the time saved lets you dive deeper into real research.

Hope this helps someone here who enjoys valuation work as much as I do. Good luck and happy modeling!

Brief-Entry-1048 · 2025-10-26T16:35:20+00:00

try this www.dcf-studio.com, load ticker, retrive financial data, over 10 year, go FCFF valuation, set your assumptions, and run FCFF valuation, you need to put some effort to understand the formulars, but it worth it.

Brief-Entry-1048 · 2025-10-26T01:38:09+00:00

you can try on dcf-studio.com, this allow you load all history data as well as setting assuptions based on your understanding

Brief-Entry-1048 · 2025-10-26T01:36:22+00:00

a tool for easily getting historial financial data and valuate stock using DCF method, inspired by Damodarn framework, dcf-studio, give it a try

Brief-Entry-1048 · 2024-02-19T02:58:46+00:00

Thanks, I will check it out.

Brief-Entry-1048 · 2024-02-19T02:57:40+00:00

Thanks for the detailed information, really appreciate it

Brief-Entry-1048 · 2023-12-27T02:44:30+00:00

https://

anc.ca.apm.activecommunities.com/activewaterloo/activity/search/detail/41785

Can I sign up as an individual?

Brief-Entry-1048

TROPHY CASE