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Strategies & Market Trends : Value Investing

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To: OlafB who wrote (78328)	10/26/2025 1:25:14 PM
From: Madharry	Read Replies (1) of 78777

can you explain why you are using a 26% discount rate? I dont think ive ever seen one so high and it might be useful to show a table as to how the present value changes using different discount rates. I find it interesting that for a stock I never heard of there are at least two people on the thread familiar with the company who hold positions in it. Without knowing anything about it , if I did research I would have to know about the current regime, what we know about actual losses versus reserves historically and projected, who regulates them and impact of AI on their business and future competition, whats the moat? good luck with your entry,

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