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Igor Golalic's avatar

Great work. But I don't get how can you make a valuation gauge (PPT) from using non-valuation metrics?! You are using all price signals in there. But the whole point of asking what is the correct valuation is to challenge the price signal that one gets. Other than that, nice job.

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Beachman's avatar

Very useful list of indicators. I like to use a combination of Mstsar FMV, EV/Gross Profits, (EV/GP)/Fwd gr rate, TTM PE, NTM PE. I look at these collectively and monitor trends across time. Eg. NVDA was “cheap” in late 2023…not anymore. Cheers, Callum.

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