Sanjay Bakshi Replies To A Mail From A Friend On Valuation - InvestingChannel

Sanjay Bakshi Replies To A Mail From A Friend On Valuation

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  • I do think about exit multiples though and never value a business at more than 20 times owner earnings ten years from now.
  • If entry multiple is high, I factor in a multiple contraction, and if low, then an expansion.
  • Stupid question may be : how will you correlate a compounder roe, eps growth to a pe multiple or any multiple.