Amazing write up, congrats! especially nice to see the footprints of professor Damodaran. new growth companies much appreciated! just a request; your dcf calcultation gives #ref may be due to not including all sheets feeding your dcf, would you mind have a look at?
Hi Joshua! I tried to download your file and wor with it but it seems it misses some of the sheets with inputs, could you please reupload it or send it to me at guillemromeronevado@gmail.com? thank you!
This is one of the best write ups I have read so far. One thing I was looking for and would be good to add is management or founding team and maybe how much skin in the game do they have. Execution really depends on the team and to be honest we are putting money or placing a bet on them too. Again, thanks for the write up and your effort. Connected with you on Twitter, keep them coming and all the best.
Great analysis. Keep up with the good work and good luck with your newsletter.
About U, I'm long and excited with the opportunities in this industry. Having said that, also a lot of challenges ahead and much to proof in terms of execution.
Really great write up, much appreciated! Would love to see more analysis of other exciting companies!
Brilliant analysis. I really really enjoyed reading your due diligence post. Thank you
Excellent write-up! I would only recommend adding a section on shareholder structure, key shareholders/founders, lock-ups periods etc.
wow great analysis Joshua!
Amazing write up, congrats! especially nice to see the footprints of professor Damodaran. new growth companies much appreciated! just a request; your dcf calcultation gives #ref may be due to not including all sheets feeding your dcf, would you mind have a look at?
Hi Joshua! I tried to download your file and wor with it but it seems it misses some of the sheets with inputs, could you please reupload it or send it to me at guillemromeronevado@gmail.com? thank you!
This is one of the best write ups I have read so far. One thing I was looking for and would be good to add is management or founding team and maybe how much skin in the game do they have. Execution really depends on the team and to be honest we are putting money or placing a bet on them too. Again, thanks for the write up and your effort. Connected with you on Twitter, keep them coming and all the best.
Great analysis. Keep up with the good work and good luck with your newsletter.
About U, I'm long and excited with the opportunities in this industry. Having said that, also a lot of challenges ahead and much to proof in terms of execution.