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2018-03-03 16:58:09

 
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2018-03-30 08:32:15

 
发表于: 2018-03-30 08:32:15

The little book of valuation

 The little book of valuation

P4 two approaches to valuation

Page 27 valuation

 

An accounting balance sheet is useful because it provides us with information about  performance history of investing and the rising capital, but it is backward looking. To provide a more forward looking picture, consider an alternative the financial balance sheet In  table 2.1 

 Assets in place + growth assets =  value of business - debt =  value of equity 

 

p28 2  differences 

1. Assets - 2 types

2. Values reflect not what has already been invested in this  values reflect not what has already been invested in this FS assets,  but their current values based upon expectations for the future 

 

Page 84 the early stages of the business life cycle

 Page 84 the early stages of the business life cycle

Page 187

 Roller coaster investment value in cyclical on the commodity companies 需要仔细看一遍。

finite resources when valuing comodity companies, this will not only play a role in what our forecast of future commodity prices 

 

Page 201

 Page 201

No matter how carefully you do your homework, commodity and the cyclical companies will see ups and downs in both earningsare the prices, what is the function of economic and commodity cycles .  Ironically, your biggest moneymaking opportunities comes from this cyclical movements 

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