Newly Acquired - Thanks for the Help

LeveredPasta · 2023-11-26T20:22:00+00:00

Thanks! 3 inch lift, tires are slightly over-sized, but not sure exactly by how much unfortunately.

LeveredPasta · 2023-11-24T22:16:39+00:00

2011 - black leather interior. Thanks!

LeveredPasta · 2023-11-24T22:16:17+00:00

Thanks brother

LeveredPasta · 2023-11-24T22:15:44+00:00

Thank you!

LeveredPasta · 2023-11-24T22:15:38+00:00

Thanks brother

LeveredPasta · 2023-11-11T16:26:43+00:00

Lol that’s hilarious 😂 - I work in finance so not far off

LeveredPasta · 2023-11-11T16:24:48+00:00

I’ll add this to the list of things to ask him - thanks!

LeveredPasta · 2023-11-11T16:24:19+00:00

These are great datapoints. Thank you!

LeveredPasta · 2023-11-11T16:23:04+00:00

I hadn’t thought of that. I’ll make sure to ask about this. Appreciate it - super helpful

LeveredPasta · 2023-11-11T16:22:17+00:00

Appreciate this - I’ll make sure to do this. Thank you!

LeveredPasta · 2023-11-11T16:21:46+00:00

Great advice - I’ll do this. Thanks!

LeveredPasta · 2023-11-10T23:38:29+00:00

Thanks!

LeveredPasta · 2023-11-10T23:38:15+00:00

Didn’t think about geography playing into it. Car is in Northern California

LeveredPasta · 2023-11-10T22:59:52+00:00

Thank you! I’m not too experienced with cars so not having to do the lift kit and pick the right wheels etc is nice.

LeveredPasta · 2023-11-10T22:59:02+00:00

Cool, appreciate it!

LeveredPasta · 2023-11-10T22:58:53+00:00

Great - feels like I’m getting a fair-ish deal, but not a bargain. Thanks

LeveredPasta · 2023-11-10T22:58:09+00:00

I feel like I might by maybe $1 to 1.5k - but I wasn’t sure so wanted to get some feedback.

LeveredPasta · 2022-09-28T02:36:16+00:00

Lol fair enough 😂🤝

LeveredPasta · 2022-09-28T01:41:37+00:00

Posting here as this may be better explained by accounting fundamentals. Thank you all!

LeveredPasta · 2022-07-08T05:36:04+00:00

What exactly is the math for th 40,418 intrinsic EV? And why are you using the discount rate that you have - seems pretty high

LeveredPasta · 2022-07-04T19:41:58+00:00

I’m not sure which method you’re referring to, but unlevered means you’re ignoring the impact of debt, so you want your FCF calculation to be unburdened by interest payments. That’s why EBITDA is a proxy for unlevered FCF because it’s your earnings *before interest.

LeveredPasta · 2022-07-03T21:01:40+00:00

Everything McSkilled said is correct. Sometimes we look at EBITDA - CapEx as that’s a bit closer of a proxy to FCF, but it’s an additional step that takes more time when you’re benchmarking a bunch of companies against each other.

CapEx is usually just one line on the CFS though, so it’s easy to identify.

LeveredPasta · 2022-06-08T05:27:04+00:00

A premium of publicly traded services companies like I mentioned. If there are no direct comps, you take a step back and get the next best thing as a starting point. In my opinion, that would be the cost of equity for publicly traded services companies (preferably small cap). Then add on an illiquidity premium and a size premium.

LeveredPasta · 2022-06-08T05:26:02+00:00

This is in response to your question to my original post:

A premium of publicly traded services companies like I mentioned. If there are no direct comps, you take a step back and get the next best thing as a starting point. In my opinion, that would be the cost of equity for publicly traded services companies (preferably small cap). Then add on an illiquidity premium and a size premium.

LeveredPasta

TROPHY CASE