I would really appreciate if you would another video on the business specific risk. Maybe a little series on the whole modeling process for example. I know this is a lot to ask, so am happy with anything of knowledge you can provide. Thank you very much for this video, Emir!
I like Batman, but I like Emir more... Thx so so so much for this, it is been a while I try to understand it and it is a master piece in my puzzle. It also make your other valuations easier to understand :) thx again
@@Em013L When I've seen the video title, I've stopped it to grab a drink and make a popcorn time :D I've actually created a sheet following your steps because I though it was the best way to master it. It was very comprehensive and easy to follow, here are my remarks so that it would be ultimate for people like me ( having no knowledge in the field) - a short introduction on what is the dcf, and what we could expect from it? what is the thesis if we buy at intrinsic value and all the hypotheses are correct, what are we expecting in 10 years if the Price to FCF stay the same? I suppose the discount rate. - not so easy to follow the cash flow, I mean revenue, operating cash, adding back SBC, amortization. A tiny diagram of when the money enter or leave the cash pile with the different terminology would have been awesome for me. -working capital is quite obscure what I should put for another company I know it is probably an evidence for you but this was the kind of question I've asked to myself watching the video. Not a criticism of course, I really appreciated your effort to help us to understand this. Cheers, Thomas
I would really appreciate if you would another video on the business specific risk. Maybe a little series on the whole modeling process for example. I know this is a lot to ask, so am happy with anything of knowledge you can provide. Thank you very much for this video, Emir!
Emir dropping free gold all over TH-cam 🙌
Hope it helps! :D
Thanks for taking me to school homie.
E missed your voice, I know you've been working on valuations. Glad you're back.
🎉🎉🎉❤❤
Thanks for doing what you do. God bless you
And you! Thank you for watching ❤
Great tutorial
❤❤
Awesome!
Thanks for stopping by ❤
I like Batman, but I like Emir more...
Thx so so so much for this, it is been a while I try to understand it and it is a master piece in my puzzle.
It also make your other valuations easier to understand :) thx again
Youre welcome! Please let me know if it was easy to understand, never tried ”teaching” before 😂
@@Em013L When I've seen the video title, I've stopped it to grab a drink and make a popcorn time :D I've actually created a sheet following your steps because I though it was the best way to master it. It was very comprehensive and easy to follow, here are my remarks so that it would be ultimate for people like me ( having no knowledge in the field)
- a short introduction on what is the dcf, and what we could expect from it? what is the thesis if we buy at intrinsic value and all the hypotheses are correct, what are we expecting in 10 years if the Price to FCF stay the same? I suppose the discount rate.
- not so easy to follow the cash flow, I mean revenue, operating cash, adding back SBC, amortization. A tiny diagram of when the money enter or leave the cash pile with the different terminology would have been awesome for me.
-working capital is quite obscure what I should put for another company
I know it is probably an evidence for you but this was the kind of question I've asked to myself watching the video.
Not a criticism of course, I really appreciated your effort to help us to understand this.
Cheers, Thomas
Bro, thank you
@@theDevon0515 you’re welcome bro! Let me know if anything was unclear
Truly useful content. A lot of value here. Thank you, sir.
You’re welcome! Hope it was easy to follow along 🙏
Very nice! Just in time because I've been looking for a proper tutorial
Let me know if this one helped and if you got any feedback!🙏
Thank you! 😁 Keep up the good work!
Will do and please keep watching!
NANA MANGA😊
nana chan kakkoi