sell side models

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Jan 11, 2024 by Brian Christensen · across every show →

Everything said about sell side models, oldest first

Jan 11, 2024 neutral
Insight
Sell-side models automatically fade corporate growth rates in years three through five
“Where we typically see the biggest deviations between what we're modeling for a business and sort of what's priced in the stock for looking at sell side models, for example, Is in years three, four, and five, and beyond. And one of the reasons for that is, one…”
Brian Christensen Jan 11, 2024 ▶ 20:13 Brian Christiansen – High-Conviction Growth Investing at Sands Capital (EP.361)
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