Australian Investors Podcast · Finding Monsters: Matt Joass of Maven Funds Management [REWIND to 2019]
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Advocate forecasting and DCF modeling despite the common belief that forecasting is unreliable
“We ran a regression of the forecasted Fed funds rate onto forecasted inflation and forecasted output relative to potential… on this different data, forward-looking data.”
“‘We have really, really robust forecast models that we use to do all of our buying… we’re never going to be sending out flowers that have been sitting in our warehouse for days.’”
“Master the three statement model… build a DCF… understand how one change … affects the value of an organization in a DCF.”
“We're actually doing our budgets every six months right now, and it's working. Keep the monthly forecast.”
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