Buyside Mastery (Part 4): Ninja Tricks
Learn handy tricks to level up your valuations
Welcome to the Course!
Course Overview
Intro
Bands of Reality - Revenue Growth
Bands of Reality - COGS + SG&A
Bands of Reality - Capital Intensity
What Drives Returns?
Impact of Debt: Business Value & Cash Flow
Global Return Stack
Bands of Reality - Global Returns
4 Drivers of Valuation Multiples
Valuation Multiple Framework
Analog Exercise #1: Synergies
Analog Exercise #2: Margins
Analog Exercise #3: Growth
Reframe #1: Valuation Implied Assumptions
Reframe #2: LBO Implied Assumptions
Reframe #3-4: TAM as a Driver
Wrap-Up
