reverse DCF for every stock we have a DCF type where if you look at here the DCF type and on this side of DCF type we have the DCF on this side it's a reverse DF model I'm looking at the company brown which I own and for the DCF and the reverse DF there are lots of assumptions the assumptions for example the discount rate what discount rate are And we default to the current 10year treary rate plus 6%. So we default we that's what we default to. So current so that's why it's 11% now the discount rate and the ...

Sportsman’s Warehouse Holdings Inc. (NASDAQ: SPWH ) has seen a strong stock recovery in the past couple of months. The outdoor sporting goods retailer finally returned to positive same-store sales growth in the most recent report after severe weakness in the pastI am an avid investor with a major focus on small cap companies with experience in investing in US, Canadian, and European markets. My investment philosophy to generating great returns on the stock market revolves around identifying mispriced securi ...

欧盟农业专员：新的乌克兰糖料配额将"明显高于"深入和全面自由贸易协议（DCFTA）中的配额。 ...

I am an avid investor with a major focus on small cap companies with experience in investing in US, Canadian, and European markets. My investment philosophy to generating great returns on the stock market revolves around identifying mispriced securities by understanding the drivers behind a company's financials, and ultimately, most often revealed by a DCF model valuation. This methodology doesn't limit an investor into rigid traditional value, dividend, or growth investing, but rather accounts for all of a ...

以下文章来源于高毅资产客户服务 ，作者高毅资产 高毅资产客户服务 . 官方客户服务号，查询持有资产、产品净值、定期报告等内容。 沃伦·巴菲特曾说，他喜欢吉列这样的生意：全球每天有数亿男人醒来需要刮胡子，而吉列每次都能从 中赚上一点点钱。 他看重的是这种"客户每天都要重复使用"的刚性需求，以及由此带来的长期、稳定的现金流。 这种商业模式后来被投资界广泛称为"刀架刀片"模式：前端产品利润可能不高，但后续几十年持续的消 耗、维护、替换，才是公司真正的盈利核心。 高毅资产合伙人、资深基金经理吴任昊在3月的公司报告会上，带来了一场深度分享：《航空发动机行 业的投资启示》。 他用了一个令人眼前一亮的比喻：航空发动机就是"超级刀架刀片模式"——卖发动机（刀架）本身几乎 不赚钱，真正赚钱的是后续几十年强制更换的高价值零部件（刀片）、大修、服务合同。 吴任昊拥有24年投资从业经验，曾任中金公司资产管理部权益投资总监，2010年至2018年在外管局旗 下中国华安投资公司担任高级基金经理及研究主管，具备A股、港股及海外市场多年投资经验，曾管理 超百亿美元组合。 2020加入高毅资产。 从我们拿到一份2025年4月产品月报来看，吴任 ...

Edwards Lifesciences (NYSE: EW ) is a high-quality company with a solid history of growth and high returns. It is a dominant player in the high-tech medical device segment, offering solutions for treatments to structural heart patients. Share prices have underperformed the S&P 500We use Cash Flow Returns On Investment based DCF valuation tools provided by our affiliate company, ROCGA Research.With over 20 years of experience in investment analysis, we are actively seeking out undervalued and quality compani ...

Analyst's Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. I am an avid investor with a major focus on small cap companies with experience in investing in US, Ca ...

I am an avid investor with a major focus on small cap companies with experience in investing in US, Canadian, and European markets. My investment philosophy to generating great returns on the stock market revolves around identifying mispriced securities by understanding the drivers behind a company's financials, and ultimately, most often revealed by a DCF model valuation. This methodology doesn't limit an investor into rigid traditional value, dividend, or growth investing, but rather accounts for all of a ...

Group 1 - Revolve Group, Inc. (NYSE: RVLV) has experienced continued growth in the ecommerce apparel sector, benefiting from an increase in ecommerce's share of the apparel retail market [1] - The company has successfully gained new customers, indicating a recovery from the post-Covid growth hiccup [1] - However, the growth narrative is accompanied by uncertainties, particularly due to the impact of tariffs on the business [1]

Group 1 - MasterCraft Boat Holdings, Inc. (NASDAQ: MCFT) is currently facing a weak sales environment due to persistent high interest rates and declining consumer confidence, which adds to market uncertainty [1] - Despite the challenging conditions, the company has made significant progress in improving dealer inventory health [1] Group 2 - The investment philosophy highlighted focuses on identifying mispriced securities by understanding the underlying drivers of a company's financials, often revealed through a DCF model valuation [1]