3 Comments
Dec 24, 2023Liked by Adam Mead

Hi Adam, hope you're doing well.

I had a question, do you still use Greenwalds Earnings Power Value and Growth return method to value this stock similar to the free sample issue?

I've been trying to learn Greenwalds methods (honestly, it's not been too easy and taken a few re-reads just to understand a bit.)

I've been able to do EPV, but the organic growth portion and active reinvestment portion don't make sense to me. Do you have any resources I could use? I also don't try to re-create balance sheets, just don't feel confident in getting an accurate reproduction value.

I hope to subscribe in the future, to get into your subscriber talks and read your book soon enough :)

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