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Buyside Mastery (4): Ninja Tricks

The shortcuts you can use to sanity-check a valuation fast. You’ll learn what’s realistic for growth, margins, and returns, what drives a multiple, and how to back out the assumptions hiding behind a price.

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Hours of lessons 3+
Lessons
23
Level Advanced
Practice questions
Sample lessons
Lesson 1
Lesson 2
Lesson 3
Curriculum
4 Min
Welcome to the Course!
Welcome to the Course!
Course Overview
80 Min
Section 01. Accelerating Business Intuition
Intro
Bands of Reality – Revenue Growth
Bands of Reality – COGS + SG&A
Bands of Reality – Capital Intensity
31 Min
Section 02. Global Returns Framework
Intro
What Drives Returns?
Impact of Debt: Business Value & Cash Flow
Global Return Stack
Bands of Reality – Global Returns
18 Min
Section 03. Valuation Multiple Intuition
Intro
4 Drivers of Valuation Multiples
Valuation Multiple Framework
45 Min
Section 04. Anchors & Analogs
Intro
Analog Exercise #1: Synergies
Analog Exercise #2: Margins
Analog Exercise #3: Growth
51 Min
Section 05. Creative Re-Frames
Intro
Reframe #1: Valuation Implied Assumptions
Reframe #2: LBO Implied Assumptions
Reframe #3-4: TAM as a Driver
Wrap-Up
Terms & Conditions

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