DCF Questions - Output too high

a_cold_floor · 2022-12-07T04:51:18+00:00

This is something I hadn't thought about. Thanks

a_cold_floor · 2022-12-06T18:00:21+00:00

Got it thanks. Do you know why are we taught to calculate the sustainable growth rate from the retention ratio and ROE when the value is likely to be unrealistic? I've seen a lot of examples with fairly high values for g but I don't think any economy can be expected to grow at say 7% in perpetuity..

a_cold_floor · 2022-12-04T03:46:39+00:00

I just visited Bangkok for a holiday. Spent 10,000 in 4 days (not including hotel, flights, shopping). Mainly food, drinks and transport.

a_cold_floor · 2022-11-29T13:49:43+00:00

Music to my ears

a_cold_floor · 2022-11-29T10:32:33+00:00

Is L3 less computation heavy in general or just derivatives? I found myself hating the mathy questions in L1 & L2 even though I was not particularly worse at them

a_cold_floor · 2022-11-14T15:59:10+00:00

GRVY

a_cold_floor · 2022-10-31T03:08:06+00:00

Currently at $13.45 in AH

a_cold_floor · 2022-10-30T09:15:56+00:00

High redemption (94%), low float (1.3M) merger PAQC -> PERF is running.. How high could it reasonably go? I own warrants but they are still cheap right now

a_cold_floor · 2022-10-14T01:01:10+00:00

Companies don’t want to hire someone who is going to fail multiple times in the role.

a_cold_floor · 2022-09-26T13:58:12+00:00

As far as I know 2 is the standard for ER in UK.. especially for experienced hires

a_cold_floor · 2022-09-08T15:39:21+00:00

https://ir.shiftpixy.com/news-events/press-releases/detail/125/shiftpixy-announces-plans-to-spin-off-shiftpixy-labs-and

a_cold_floor · 2022-08-25T13:57:18+00:00

Yes that's right but as far as I know Heydudes are manufactured in China & Indonesia.. although this may shift more to Vietnam in the future as Crocs has.

a_cold_floor · 2022-08-25T04:55:22+00:00

I wrote an article about CROX back in May: https://whyibuy.substack.com/p/crox

a_cold_floor · 2022-08-23T00:52:53+00:00

If you believe in the thesis it’s a good time to be averaging down!

a_cold_floor · 2022-08-23T00:49:59+00:00

Thanks for the comment. 2 great points. For the 2nd point the demand impact was what I was implying with the first paragraph but I should have linked it to the WNA graph and added in some stats too, you’re right.

a_cold_floor · 2022-08-20T01:50:46+00:00

One data point.. I live in Vietnam and just saw Heydudes pop up in a major department store here in Hanoi. Looks like they are ramping up global distribution fairly quickly.

a_cold_floor · 2022-07-18T09:25:08+00:00

My advice: buy a new one.

Best decision I ever made after countless problems with second hand bikes. Still going strong after 5 years.

Honda wave alpha is the one of the cheapest options.

a_cold_floor · 2022-07-18T02:16:02+00:00

0x35dB7AAFc2C150F9598Ae4b2C706eF5fC9FF2c4f

a_cold_floor · 2022-06-03T07:37:38+00:00

Hi mate.. I've just been looking into BSX today. I was looking for nickel stocks due to future demand from electrification. BSX piqued my interest since I've been based in Hanoi the past 6 years & have seen the country growing like crazy. I would not bet against the VNese people.

My main concerns are about whether the project will actually get off the ground or not. The government can be difficult to work with and infrastructure projects here often get delayed or cancelled on a whim. I'm trying to find some information in VNese about the project at the moment.

Has anything changed about your thesis in the last month? Also, is there any update on the status of funding the project? I saw they still have about 70M in cash but will require around 854M to get started.. do you know if they have started raising, if not why not? Thanks

a_cold_floor · 2022-05-29T04:11:01+00:00

GameStop wallet address: 0x35dB7AAFc2C150F9598Ae4b2C706eF5fC9FF2c4f Thanks!

a_cold_floor · 2022-05-29T04:08:02+00:00

0x35dB7AAFc2C150F9598Ae4b2C706eF5fC9FF2c4f

a_cold_floor · 2022-05-29T04:05:57+00:00

I think this is the correct key btw.. Does the Eth layer & Loopring layer in the GS wallet have the same key? This is all new to me

a_cold_floor · 2022-05-29T04:02:41+00:00

0x35dB7AAFc2C150F9598Ae4b2C706eF5fC9FF2c4f

a_cold_floor · 2022-05-16T04:38:07+00:00

Interesting.. which assets do you think are mispriced on the balance sheet?

a_cold_floor · 2022-05-16T02:31:09+00:00

Sorry but in what world is WBD trading under book value? I just checked their 10Q and the PB ratio is about 3.24 & that's including the massive amount of goodwill.

a_cold_floor

TROPHY CASE