Andrew Stolz

JANUARY 12, 2022

They have 90% market share of in FCEV. This gives it a market share of 5%, compared to Tesla’s 14.6%. Mainly from fierce price competition, higher labor costs and the recent chip shortage. If it can maintain a 6-7% EBIT margin it changes the market’s assessment of the company. A top 5 largest EV producer.

EBIT 52

EBIT Price to Book Book Value Liquidation Value 52

Equilest

NOVEMBER 25, 2023

These examples cover a range of topics, including discounted cash flow (DCF) analysis, comparable company analysis (CCA), and market multiples. Continuous Learning in Valuation Given the dynamic nature of financial markets, continuous learning is essential for professionals in valuation. What is Free Cash Flow to Equity?

Discounted Cash Flow 52

Discounted Cash Flow Dividends Enterprise Value Terminal Value 52

Musings on Markets

JANUARY 6, 2023

To obtain company-level information, you needed to find its annual reports in physical form and for industry-level data, you were dependent on services that computed and reported industry averages, such as Value Line and S&P. I do report on a few market-wide data items especially on risk premiums for both equity and debt.

Risk Premium 52

Risk Premium Dividends EBITDA Start-ups 52