DCF model

also referred to as: dcf models

3 statements across 3 episodes · 0 bullish · 3 bearish · 2 people on the record · first statement May 7, 2018 by Paul Black · across every show →

Everything said about DCF model, oldest first

May 7, 2018 negative
Insight
Black: DCF models provide zero competitive advantage for investors
“Most people spend 95% of their time crunching numbers, running DCF models, which by the way, has zero competitive advantage, because you have thousands upon thousands of people doing the same work.”
Paul Black May 7, 2018 ▶ 22:05 Paul Black - Gratitude, Fun, and Growth Stocks (Capital Allocators, EP.51)
Dec 3, 2018 negative
Opinion
Bushey: Learning rudimentary DCF modeling in school has little real-world application
“Spending like a year of your life learning how to make a very rudimentary DCF model doesn't really apply in the real world so much.”
Tom Bushey Dec 3, 2018 ▶ 9:00 Tom Bushey – Launching a Hedge Fund (Capital Allocators EP.78)
Dec 20, 2021 negative
Insight
Black: Asset managers should focus on business culture over DCF models
“Our business worships At the modeling of discounted cash flows on businesses, and everyone thinks the magic is in the DCF, and very, very little of the magic is there. That's just a tool, and that tool's only as good as the input. So, from my perspective, I th…”
Paul Black Dec 20, 2021 ▶ 1:04:13 Paul Black and Mike Trigg – How to Build a $100B Money Manager (Capital Allocators, EP.227)
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