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Strategies & Market Trends : Value Investing
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To: Graham Osborn who wrote (60781)5/4/2018 11:40:23 AM
From: Jurgis Bekepuris  Read Replies (1) of 78742
 
To be honest, I did not look at your PEG valuations since I'm not gonna use them anyway. So you might be right that they reflect stuff fine. I am arguing about your claim of having zero terminal value in DCF. And that is completely separate from your PEG or any other non-DCF valuation methods. I am not arguing whether your PEG/whatever is comparable to DCF or not, BTW.
So to the contrary - I would argue a great many (perhaps >1/3) of Fortune 500 companies are worth zero or less to a passive owner.
Then I think this discussion is rather pointless, since I disagree.
What multiple of earnings or cash flow should we pay for Facebook, and how did you arrive at that figure?
My FB conservative valuation is very likely lower than yours, but that's not what the discussion was about.

Have fun.
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