“Klarman may be looking at 37% AWS growth… discounted cash flow model… stock nearly 39% undervalued”
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Said on New Money
“…they really refer to like a multiple, an EBITDA multiple… then you add enough variables and you're back to a discounted cash flow model.”
Business Now with Ross Greenwood · Business Now | 14 October
Play from 7:49
7:49
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What was described
Valued new data-centre IPOs by starting with EBITDA multiples, then adding growth, margin and uncertainty factors, ending with a discounted cash-flow model
Said nearby on the same subject
“FinalLoop… have this new MCP… brands doing a million dollars or more a year on TikTok Shop… 35X more revenue growth, 35X more EBITDA, and about 37X more contribution margin.”
JW
Jordan West
The Unofficial TikTok Shop Podcast with Jordan West ·
“My goal is EBITDA growth… scaling is a strategy for that… if I’m not focusing on EBITDA and gross margin, I’m not really accomplishing what scaling is supposed to do”
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Said on The Pro Serv Podcast: Grow, Scale, and Exit a Boutique Professional Services Firm
“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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Said on The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
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