Price-implied Expectations aka The Importance of Reverse DCFs
By Miguel Barbosa. After my interview with James Montier, I received several emails asking for additional information on reverse dcfs. Luckily we have wonderful readers, one of them namedKevin, who has emailed me a paper on the use of reverse dcfs. I recommend reading this as it follows the Mauboussin Rappaport model from the book Expectations Investing. Read more » »