Martinka Consulting
OCTOBER 27, 2017
One of my roles was being on the team interviewing the critical (and very expensive) ESOP advisors. In every case the answer was, “the valuation.” Regular readers of this newsletter, and viewers of my video podcasts, know my feelings about projections in the buy-sell world, I feel they’re useless.
CaseInterview.com
MAY 15, 2020
This is especially the case when difficult conditions are caused by extreme changes, such as COVID-19. Restructuring costs to improve free cash flow can be learned. Members get access to 6 hours of video tutorials on case interviews , the actual frameworks I used to pass my interviews, and over 500 articles on case interviews.
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CaseInterview.com
SEPTEMBER 5, 2020
If your end of month cash in the bank differs from what you thought it would be, that means the mental model of your operating cash flow isn’t accurate. Members get access to 6 hours of video tutorials on case interviews , the actual frameworks I used to pass my interviews, and over 500 articles on case interviews.
MishTalk
AUGUST 7, 2013
Case Against The Fed. So refraining from any forecast of what will happen in the near term, it’s sufficient to observe that the economic data is not nearly as strong as widely perceived, and the impact of QE on stock prices does nothing to improve the underlying cash flows. Mish Audio Video. Home Builders.
MishTalk
NOVEMBER 10, 2014
Guest Post from Peak Prosperity In an exclusive interview of John Hussman by Peak Prosperity''s Chris Martenson, Hussman says Stock Market Is Overvalued By 100%. A stock, in fact any security, is a claim on any long-term stream of cash flows that investors can expect to be delivered to them over a very long period of time.
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