11/23/2024, 01:46 PM UTC
五因子模型：对4%估值规则的两次更新The Five Factor Model: 2 Updates To The 4% Valuation Rule
1、作者强调对估值采取细致入微的方法，根据预期的收入增长率提出不同的所有者收益率，而不是固定的4%门槛。2、五因子模型包括重要性、创始人管理、收入增长、毛利率和估值的要求。3、FastGraphs是一个比较当前估值与历史标准的工具，有助于做出明智的投资决策。1. The author emphasizes a nuanced approach to valuations, suggesting different Owner's Yields based on expected revenue growth rates, rather than a flat 4% threshold. 2. The Five Factor Model includes requirements for importance, founder management, revenue growth, gross margins, and valuation. 3. FastGraphs is a tool for comparing current valuations to historical norms, aiding in informed investment decisions.
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