Quality video. How long do you spend on average researching a stock like this, modelling and coming up with a reasonable ev multiple and Future growth rates?
vast majority of time is in looking through the 10k's to find all the variables I deem important. Sometimes this involves some additional calculations on my part as well because EBITDA is not a GAAP-measure, so not required to be reported. EV-multiples and future growth rates don't take too much time as I most often take the historic average of each company. if I deem them unreasonable compared to the overall industry, I will adjust them a bit, bot not too much. overall, around 4 hours for all the data for these excel sheets each :)
Quality video. How long do you spend on average researching a stock like this, modelling and coming up with a reasonable ev multiple and Future growth rates?
vast majority of time is in looking through the 10k's to find all the variables I deem important. Sometimes this involves some additional calculations on my part as well because EBITDA is not a GAAP-measure, so not required to be reported.
EV-multiples and future growth rates don't take too much time as I most often take the historic average of each company. if I deem them unreasonable compared to the overall industry, I will adjust them a bit, bot not too much.
overall, around 4 hours for all the data for these excel sheets each :)