DCF Analysis
topic on 3 shows · 3 statements across 3 episodes
Capital Allocators 
the a16z Podcast 
Big Technology
3 statements about DCF Analysis, every show
Hoffman: Silicon Valley dominates by ignoring traditional DCF analysis
“This is actually one of the reasons why Silicon Valley tends to create so many of the technology companies that dominate the globe, because if you take an overly kind of classic DCF analysis, business school prof analysis, et cetera, which many, much of the wo…”
Deep-Dive DCF Modeling Fails in Public Equities by Ignoring Market Consensus
“And what you end up with is something that's very interesting and helpful in the private equity world. Great. But that's not what we do. This is public markets. There's a price up there that is reflecting everyone else's view about this company. And how on ear…”
Cohen: Financial models should test assumptions, not produce single valuation targets
“And then you get yourself in a lot of trouble when that gets to a single answer. It's like 1.25 billion dollars, right? That inevitably that's wrong. What those, what the math teaches you is what do you need to believe in order for it to succeed?”