Hey Paraj, I focus solely on business quality in this checklist and valuation is separate of this.
For valuation, I use a different model for each business, depending on what I believe to be the most suitable. Feel free to check out the free deep dives on the page (SE, CPNG) to see how i’ve done the valuation.
I like the simplicity of it. Also interesting that price / margin of safety not in this - where do you capture or measure that?
Hey Paraj, I focus solely on business quality in this checklist and valuation is separate of this.
For valuation, I use a different model for each business, depending on what I believe to be the most suitable. Feel free to check out the free deep dives on the page (SE, CPNG) to see how i’ve done the valuation.
Have you recently valuated Meta given the great quality of the company? At what price would you add it to your portfolio?
Hey Tom, haven't gotten around to valuing Meta recently. Perhaps I will do a breakdown of valuation across the MAG7 and release an article soon!
Superb, it adds to other frameworks i use.
Love it!
Great to hear Sam!