4.3 Rating
Valuable Learning; Some nice nuggets in this, especially differentiation between multiples and metrics that are primary for value vs ones primary for how the stock is rated by analysts.
I thought it was a solid discussion and a strong presenter. More detail about how to read and think about the financials in an earnings call, and perhaps an example, of what’s typically shared, would have been helpful.
It was a strong presentation though it confirmed my own knowledge and experience.
This is very good for people looking at operational roles - CEO, CFO, GM, Product etc. not just board roles.