How to connect with Ralph Molina Website: MidStoryVentures.com Twitter: @RalphAtMidstory Email: [email protected] Mental Models discussed in this podcast: Float Infinite Return on Capital / Free Growth Arbitrage Pricing Power Unit Economics Please review and rate the podcast If you enjoyed this podcast and found it helpful, please consider leaving me a rating and review. Your […]
87 – Cost of Growth Valuation and Asset / Earnings Equivalence
References: This episode was inspired by a Twitter thread where I responded to a poll on how to value companies. That thread is available at the following link: Mental Models discussed in this podcast: Cost of Growth Valuation Gordon Growth Model Asset / Earnings Equivalence Retained Earnings Return on Invested Capital Earnings Yield Dividend Yield […]
