Thanks. I did discuss my (cheapo) valuation framework as part of Elements of Sound Judgment series, but that feels embarrassingly quaint in light of prevailing levels.
Great insights shared. Would like to know more on how do you balance the qualitative (management & Industry competitiveness) and quantitative aspects(ROCE & valuations) while identifying growing small businesses.
Nice one. Would like to know your views on 'How to know if we are overpaying for a fantastic business or not?' in the next essay. :)
Thanks. I did discuss my (cheapo) valuation framework as part of Elements of Sound Judgment series, but that feels embarrassingly quaint in light of prevailing levels.
Hahaha. It will sound equally woke when the frenzy goes away.
Great insights shared. Would like to know more on how do you balance the qualitative (management & Industry competitiveness) and quantitative aspects(ROCE & valuations) while identifying growing small businesses.