Seifel, thanks for sharing your journey and your research reports. They are very helpful to understand the quality side of the business. I curious to know how you assets the valuations of the companies. I am not able to find a way to figure out if these companies with high revenue growth but with negative earnings are cheap, fair or overvalue, since I cannot use P/E, PEG discount FCF. Thanks in advance for your comments. Keep up with the good work
Thanks for sharing all the knowledge, Do you mind sharing the source of the DCF table you have in your SumZero datadog report?
Seifel, thanks for sharing your journey and your research reports. They are very helpful to understand the quality side of the business. I curious to know how you assets the valuations of the companies. I am not able to find a way to figure out if these companies with high revenue growth but with negative earnings are cheap, fair or overvalue, since I cannot use P/E, PEG discount FCF. Thanks in advance for your comments. Keep up with the good work