Hi @harsh.beria93, thanks for the excellent thread.
I am curious about a couple of things.
-
To value, you have mentioned to EV to Sales across multiple businesses. Do you feel it is a right metric for almost all stable businesses? Or is it just a sample and you use other relevant valuation ratios too?
-
Your thesis points are heavy on business model, triggers and valuation. Do you also study the books of accounts in depth? Do you think the chance of accounting jugglery in large and established US businesses is low given relative tight laws?
Warm regards,
Mahesh
Subscribe To Our Free Newsletter |