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How analysts calculate intrinsic valuation: DCFs, IRRs, DDMs, multiples & more

Forager Funds founder Steve Johnson, CFA joins Rask founder, Owen Rask, to dive deep into valuation models, theory and strategies.

iTunes – Spotify – Castbox – YouTube 

Steve and Owen discuss the definition of valuation, modelling, forecasting, estimating growth rates, terminal values and so much more.

Warning: this episode goes in depth on value investing. While we try to make things simple, if you’re confused about the ideas presented here you can take Owen’s free valuation courses on Rask Education to learn more.Topics discussed:

  • What is value investing?
  • What are the key valuation methodologies?
  • Multiples
  • Balance sheet reconstructions
  • IRR
  • DDM
  • DCF – FCFF v FCFE
  • Inside a Discounted cash flow (DCF) analysis
  • Forecasting
  • Terminal growth
  • Discount rates
  • How do you use valuation?

Episode Resources
Forager Funds website
Free valuation course
Value Investor Program

Date recorded: 13th December 2021

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Want to level-up your analytical skills and investing insights but don’t know where to start? We can help. Join 35,000+ Australian investors on our mailing list today and we’ll send you our favourite podcasts, courses, resources, investment articles and podcasts every week. Delivered to your inbox every Sunday morning. Grab a coffee and let Owen and the team bring you the best investment insights every week.

Like our podcast?
Get Owen's weekly newsletter.

Want to level-up your analytical skills and investing insights but don’t know where to start?
We can help.
Join 25,000 Australian investors on our mailing list today and we’ll send you our favourite podcasts, courses, resources, investment articles and podcasts every week. Delivered to your inbox every Sunday morning. Grab a coffee and let Owen and the team bring you the best investment insights every week.