Getting beyond a simple framework
much thx for this breakdown. as a big fan of chris mayar, i hate these long periods where he is quiet.
some questions :
- why not use some statistical growth estimate, as you are using estimates based on past for other variables?
(if the 5.5% growth is expectations based on current shareprice, i missed that)
- have you considered the verdad framework where growth estimates are a coinflip, so they use less volatile statistical profits in modeling?
much thx for this breakdown. as a big fan of chris mayar, i hate these long periods where he is quiet.
some questions :
- why not use some statistical growth estimate, as you are using estimates based on past for other variables?
(if the 5.5% growth is expectations based on current shareprice, i missed that)
- have you considered the verdad framework where growth estimates are a coinflip, so they use less volatile statistical profits in modeling?