The Money Puzzle · Bricks vs Shares: Here's how the new tax regime changed the maths
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built a calculator that assumes a growth rate of about 8% a year for the broad market index
8% per year
“Our global liquidity cycle this is shown as an index um it's basically an index of the underlying momentum of global liquidity so this is the underlying growth rate and you can see that it moves in four in five to six year spans or cycles”
“We basically just invested in index funds. I think half of it was in a total stock market index fund. The other half was in a total international stock market index fund.”
“We have to normalize all the B200 servers, which you can easily have 50 configurations, into one base case before you can do index calculation.”
“I assumed revenue would continue growing at a rate of about 15%… margins to expand from 20.6% to 21%… EV to EBITDA multiple about 15 times… base case price of about $215”
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