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Business Valuation Lessons From ESOPs

Martinka Consulting

One of my roles was being on the team interviewing the critical (and very expensive) ESOP advisors. 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. I’m going to go through the three issues emphasized as potential problems.

ROI 40
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Be Aggressive

CaseInterview.com

Restructuring costs to improve free cash flow can be learned. If you found this post useful, I suggest becoming a registered member (it's free) to get access to the materials I used to pass 60 out of 61 case interviews , land 7 job offers, and end up working at McKinsey. It all starts with a single mindset trait…. Determination.

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Fed Balance Sheet vs. Stock Market; Will QE Cause Inflation?

MishTalk

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. This Week in Money Interview. Consult your.

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"Stock Market Is Overvalued By 100%" Says John Hussman in Chris Martenson Interview; Financial Repression Revisited

MishTalk

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%. His regular weekly market commentary is widely regarded as one of the best-researched, best-articulated publications available to money managers.

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Charlie Munger & Mental Models

CaseInterview.com

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.