This Book Changed The Way I Invest | Expectations Investing Book Summary

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Expectations Investing website:

Link to spreadsheet used in second half of the video:

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Always enjoy your videos, will add this book to my list.

MrArahya
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Can you discuss calculating the market implied forecast (ie value creation) period for more dynamic companies that don’t have the constant growth and margin assumptions that the DPZ example in the book did?

harrison
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Hey man love your work as always.Can you please do evaluation on Nutrien Ltd ticker NTR.
Thanks!

samcastle
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Good video. Yes, just because a company doesn't have low valuations and is selling at high growth multiple it might be worth it if the story is a game changer for that industry. Would like to see you evaluate CPX, Capital Power. Has a lot of growth but looks expensive. Would like to hear your sharp analysis and evaluation.

magicbus
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Sounds like Greenwald's Earnings power Value or Growth Value, basically ROIC.

rhythmandacoustics
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Currently reading this book. On page 27 he explains how to calculate fix capital investment. Can you help me explain how he calculates fix capital investment. Thanks

boys.