For some companies it takes years, but Lockheed adjusted to intrinsic value in just 4 months! Easy money.
Everyone wants the next exciting growth stock. My $LMT Lockheed Martin's valuation asks a different question: what if a boring defense contractor is being mispriced?
Key assumptions:
* Explicit average 5Y/5Y growth @ 5%/4%
* Long-term growth in perpetuity @ 2.5%
* EBITDA margin gradual improvement from 12% in Y1 to 14.8% inY10
* WACC @ 7.2%
* Adj. EBITDA exit multiple of 12.7
* Tax rate 18%
* The input that drives reinvestment is Sales to Capital ratio = 2.5
Replying to @koi_n0_yokan
Как раз такие привычки и создают богатство. Хорошие привычки! Мало кто из наших стран понимает это, вокруг одни понты!
Replying to @k3ithmccullough
Agreed. Playing with carrot like a puppet.
Compounding Lab retweeted
$SIVE chart is an utter abortion. Looks like 10-12 is in the cards after today. ATH was 110, so this would he a 90%+ decline from ATH. Great job Serenity! 🥳
Replying to @TedPillows
It doesn't matter what he is saying, because he knows Putin will not sign peace any time soon!
Replying to @Nostre_damus
Kremlin is playing with a carrot puppet like a baby. Will not happen. There is no deal and there will be no deal until Trump is out. Zelensky is more popular in the US than Trump. What the hell are you talking about, kid? 😄 All your pedo can do is lick Putin's ass.
Replying to @commonsenseplay
There will be no peace deal. Neither before midterms, nor 31 dec or next year. Kremlin already described European/Ukr recent proposal as useless.
Dude still can't settle with $SIVE after squeezing subscribers with this hype nonsense at 100. Yes, still 4x on 1Y, but those who bought at 100? Minus 75%, close to complete wipeout.
Replying to @borshiha1
Восставший из ада - неплохой фильм был.
Replying to @Gurberot1 @DissentOpinon
А где здесь Мальта? И почему Россия воздержалась от голосования за эту резолюцию? Должна же была против голосовать по твоей логике. А вообще твой комментарий это манипуляция. От ответственности не уйдешь 😉. Вернемся к теме, умылся кровью сегодня или пока нет, сочинец?
Replying to @Gurberot1 @DissentOpinon
Ну и хорошо. А тип красавчик что уехал, не запачкал себя кровью. Уважаю таких.
Replying to @ya0sno
А че тебя так задевают поуехи? Завидуешь наверное.





