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When I worked at a hedge fund, we would spend 100+ hours building complex valuation models. I always felt that was overrated and would build a simple crayon math model on the side. Excited to share TIKR's new Valuation Model Builder. Create a model in less than 60 seconds!

Sahil Khetpal

23,521 subscribers

188,850 Aufrufe • vor 1 Jahr •via X (Twitter)

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12 Kommentare

Profilbild von Olivier

Oliviervor 1 Jahr

So now I can be wrong in 60 seconds instead of 100 hours 👍

Profilbild von Sahil Khetpal

Sahil Khetpalvor 1 Jahr

Hey that's 100 hours saved! Still a win :)

Profilbild von #Learn⚡️

#Learn⚡️vor 1 Jahr

@BourbonCap @screener_in food 4 thought on product journey

Profilbild von Scott Robinson

Scott Robinsonvor 1 Jahr

Same dynamic when I was in the RE investment business. Simple math always proves correct.

Profilbild von Sahil Khetpal

Sahil Khetpalvor 1 Jahr

100%. For most good investment theses, you have max 3 key drivers you're betting on. The simpler, the better

Profilbild von YieldGuy

YieldGuyvor 1 Jahr

Fancy excel

Profilbild von Sahil Khetpal

Sahil Khetpalvor 1 Jahr

Everybody just trying to hide their balance sheet plugs

Profilbild von The Macro Cipher

The Macro Ciphervor 1 Jahr

Further evidence how AI will help us transition from “grunt work” to “thinking work”

Profilbild von Dan Rasmussen

Dan Rasmussenvor 1 Jahr

PE portfolio companies are smaller, more leveraged, pay higher interest rates, and have lower margins than public companies.

Profilbild von Mostly Borrowed Ideas

Mostly Borrowed Ideasvor 1 Jahr

"Google still accounts for around a 90% share of queries to traditional general search providers and AI assistants combined in the UK...Google’s AI Overviews are shown in response to more queries than ChatGPT receives."

Profilbild von John Huber

John Hubervor 1 Jahr

Walter Schloss used to look at stocks at a 3-5 year low. In addition to price lows, I also like to look at stocks trading at their valuation lows. This can be a list filled with value traps and I wouldn't bet on this as a basket, but it's always interesting to look at what's on that list because occasionally there are quality names. $LULU is one near a 5 year low and at a 10-year valuation low. We don't own the stock but it's an example of one that could be a classic beaten down large-cap. There are so many examples of quality large caps with stock prices that move much more than the underlying business value (in both directions), providing opportunities even when there is no real informational edge. Competition concern is often what cause these stocks to get mispriced, and that's the case with LULU. Lots of new entrants from small upstart athleisure brands. I have seen more and more options for quality running clothes in recent years, when it used to be primarily just the big names... but there are a lot of distribution and scale advantages that the name brands have as well. Will be interesting to see how the next decade goes for companies like $NKE, LULU and others...

Profilbild von Rev Cap

Rev Capvor 1 Jahr

Cutting taxes on seniors is absolutely insane at a time when generational wealth gaps are the highest ever Young people are going to vote in socialists to confiscate assets of the rich next cycle and are doing it right now where they can Please stop this insanity

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