Cloud veteran | Founding Engineer of Microsoft Azure | Engineer . Entrepreneur . Investor | Not Financial Advice
Feb 18, 2022 • 14 tweets • 3 min read
With the recent bloodbath, more ppl are saying “valuations do matter”. What if you do the homework, don’t want to overpay, realize that just looking at EV/S won’t cut it, but really don’t want to bring out that DCF spreadsheet?
Well, let me help. 🧵
In this short thread I will introduce an “intrinsic-valuation inspired” shortcut, that doesn’t require a spreadsheet and anyone can do on the back of an envelope.
Let’s call it the “Intrinsic Terminal FCF Multiple”.
Apr 8, 2021 • 6 tweets • 2 min read
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It is quite profitable to sell put #options for income. It is fairly passive, and if done correctly, there is actually very low risk. Here is how I do it.