Buyside Mastery (Part 4):
Ninja Tricks
Learn handy tricks to level up your valuations

Welcome to the Course!

Course Overview

Intro

Bands of Reality - Revenue Growth

Bands of Reality - COGS + SG&A

Bands of Reality - Capital Intensity

Intro

What Drives Returns?

Impact of Debt: Business Value & Cash Flow

Global Return Stack

Bands of Reality - Global Returns

Intro

4 Drivers of Valuation Multiples

Valuation Multiple Framework

Intro

Analog Exercise #1: Synergies

Analog Exercise #2: Margins

Analog Exercise #3: Growth

Intro

Reframe #1: Valuation Implied Assumptions

Reframe #2: LBO Implied Assumptions

Reframe #3-4: TAM as a Driver

Wrap-Up