Tagged: Intrinsic value
- Alejandro S NewbieJanuary 6, 2019 at 12:59 pmPost count: 2
Thanks for your quick response Stig.
Could you please elaborate more on Question (1) – You mean that simply by applying the IRR to the market price we have the Intrinsic Value? I would recommend you guys add it. Sounds obvious but it is the main goal of the course. Isnt it?
Please share when posible more details on Question (2) about how the formula works.
This tool you guys created is absolutly great but want to be 100% sure i completly understand the logic behind.
1 user liked this post.Stig Brodersen AdministratorJanuary 9, 2019 at 1:01 pmPost count: 210
Sorry for the slow response. I’m in Morocco right now on vacation and my signal is not good. I’ll get back to later 🙂
Price is what you pay. Value is what you get. - Warren BuffettJason P NewbieJanuary 10, 2019 at 10:07 pmPost count: 2
Just watched the intrinsic value course, which is amazing. I downloaded the value calculator and was wondering in a future update if you guys could include plot points on the chart for the outputted free cash flow projections. Would love to see a visual chart to accompany the free cash flow projections as I adjust array percentages. ThanksStig Brodersen AdministratorJanuary 13, 2019 at 3:08 amPost count: 210
1) Yes, it would be obvious and should be included. Thanks for the heads up!
2) The 5 years is an assumption. It was just to show the process and how it works. It could also have been shown with 3 or 7 years.
For the note you referred to with the 95% I’m not completely sure where to look. Could you please provide a time stamp?
Price is what you pay. Value is what you get. - Warren BuffettStig Brodersen AdministratorJanuary 13, 2019 at 3:09 amPost count: 210
Thanks for the support!
I think it does change the percentages right? In the three scenarios when you adjust the 3 different growth levels?
In any case – thanks again for the feedback and for supporting the TIP community.
Price is what you pay. Value is what you get. - Warren BuffettJason P NewbieJanuary 13, 2019 at 3:14 pmPost count: 2
Here’s a sloppy image I made on excel. Specifically it would be cool to plot the future free cash flows that are output. I’m new to excel so not really sure on how to accomplish this. The future free cash flow that is outputted is essentially a blend of the arrays based on the percentage of the outcome. It would be nice to see a visual feedback on the chart as you’re playing with the percentage outcomes. ThanksMichael NewbieJanuary 15, 2019 at 1:10 pmPost count: 5
I posted this in the regular forum as well but noticed there is a forum specifically for those taking the Intrinsic Value Course. This repeats what I perceive some of the others are stating on this thread.
The spreadsheet that Preston goes over in the course and that is supplied with the course has a few issues:
1. The charts (and tables) that derived the past FCF do not cover the most recent ten year period (ending 2018).
2. The charts (and tables) that derived the future FCF do not cover the appropriate ten year period (beginning in 2019).
3. The current year defaults to 2017 indicative that the spreadsheet is outdated. I imagine we are supposed to change it to 2018 or 2019 ?
4. The IRR and/or Expected Rate of Return are the same fields as the Intrinsic Value Field, by definition in the spreadsheet. Is this appropriate ? Like, I am struggling with calculating the Intrinsic Value (the goal of the course).
Can a new one be supplied that incorporates these changes ?
Please let me know if these questions can be addressed.
Michael S.Stig Brodersen AdministratorJanuary 16, 2019 at 9:04 amPost count: 210
We’re developing a tool (since far launching it) that will launch many of the issues that you mention. We would also love your feedback when it’s fully developed. You’ll also get access to it since you bought the Intrinsic Value Course. At least for a period of time.
Your feedback is kindly received!
You can change the values/year in the sheet. It is already dynamic.
Price is what you pay. Value is what you get. - Warren BuffettJohn D NewbieJanuary 17, 2019 at 1:24 amPost count: 1
Hopefully not off topic.
I’m just starting out investing and I’m wondering if this Intrinsic value course is ok for beginner level?
I’ve been listening to your podcast for a while now and read a bunch of the books recommended.
Not trying to run before I can walk with this course so if any other recommendations please let me know.
JohnStig Brodersen AdministratorJanuary 18, 2019 at 4:29 amPost count: 210
Awesome question and thank you for listening to our podcast!
I think the course is suitable for a beginner, but I would also emphasize that we have a 30-day money back guarantee if you feel overwhelmed by the course.
Also, you can always post questions here on this topic if you have any follow up questions.
Please let me know if you decide to give the course a chance. You can always reach me at email@example.com, and I check this topic on the forum regularly too.
Price is what you pay. Value is what you get. - Warren BuffettStig Brodersen AdministratorJanuary 18, 2019 at 4:31 amPost count: 210
If the sheet is not dynamic please feel free to send it to @Camille from our team at firstname.lastname@example.org.
I don’t think we encountered this before but she should be able to help you.
The calculator does not give you a specific number for the value of the stock, only IRR which is the implied value.
Please let me know if you have any follow up questions.
Price is what you pay. Value is what you get. - Warren BuffettMichael NewbieJanuary 22, 2019 at 2:35 pmPost count: 5
In part 4.5 of the Intrinsic Value Course, Stig recommends strategies of starting our research from a list of stocks with low TIP value multipliers.
How can this specifically be done ? Practically speaking, what resources are used to perform this step ?
Thanks.Stig Brodersen AdministratorJanuary 26, 2019 at 2:12 amPost count: 210
Thanks for the support!
You can calculate it manually. We were actually just about to launch a service that could do it, after the course but due to personal reasons, it was postponed. We created the filter (it’s already done), and we plan to launch it together with other feature over or after the summer. Sorry for the long wait.
Price is what you pay. Value is what you get. - Warren Buffett
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