Long time follower first time commenter, thanks for the easy to follow and easily accessible newsletter!
I have a small suggestion (it might not be possible in the current format but just an idea): it would be very valuable if you you could give your train of thought about why, for exemple, these 4 metrics produce very different results and giving a bit more detailed explanations maybe.
Most definitely! I thought about going into more detail on that actually but got lazy this morning writing it hahaha - I’m planning to do some deeper dives soon though with a series on valuation. Appreciate the comment!
Long time follower first time commenter, thanks for the easy to follow and easily accessible newsletter!
I have a small suggestion (it might not be possible in the current format but just an idea): it would be very valuable if you you could give your train of thought about why, for exemple, these 4 metrics produce very different results and giving a bit more detailed explanations maybe.
Most definitely! I thought about going into more detail on that actually but got lazy this morning writing it hahaha - I’m planning to do some deeper dives soon though with a series on valuation. Appreciate the comment!