As a engineering college student taking a course in finance, your content is really simple to understand for beginners and I can relate to it! Keep up the amazing job Jimmy 🙂
Hey jimmy would it be more accurate to use fcf to equity (since it’s after debt repayments) to make future fcf projections instead of simply using operating cf – capex
Hello , Jimmy. Congrats on the channel, your content is priceless to me. I have a question regarding the FCF estimates : from which websites/ analists are you taking the FCF estimates ? I am trying out your excel template for different companies and would help me a lot to know your sources.
I just want to thank you for making these videos. I don't have any type of accounting background. (powerline worker lol) I read the 10k's, 10q's, earnings calls, balance sheet. But the cash flow and income statement is what I struggle with. (how to analyze them).thanks.
Why only operation's and investment's cash flows are used to calculate free cash flows why don't we consider cash flows from financing activities in that calculation?
I get notification about this video on my phone 2 days ago. I liked it and saved and watching now during the weekend. Thanks Jimmy <3 P.S. Could you please make a video about the DCF sheet that you generously shared earlier? It is comprehensive but I find it intimidating because I don't feel I get the results right.
I've been using Jimmy's Excel template since I began stock valuation. It's been an integral part of my analysis and I would highly recommend his channel and content.
Jimmy, thank you for very useful video! Jimmy, what do you think about water companies such as AWK, Middlesex Water Company or York water company. Is this a good investment on 5-10 years horizon. Would be great if you will make a video about new opportunities on the market in 5-10 years timeline. Thank you once again
There's a lot of value in every video you post, congrats. By the way at 15:10 the price per share is incorrect, but it is not relevant for the point you made
how do you decide on the growth rate for FCF? Do you go off of analyst's estimates (if so what's your preferred site) or do you use a fundamental growth rate?
Hi Jimmy, where do you normally go to find analyst estimates? If it is from a paid subscription, which website do you think offers the best service for their price?
Just a tip for you Jimmy- I've noticed a lot of other financial youtubers avoid saying 'coronavirus' at all costs because it gets their videos demonitized. Not sure if your videos don't have ads on purpose or if that's demonitization but you provide us with a lot of value and deserve to make a profit from your videos.
Hey Jimmy, I turned your DCF calculation video into code and was able to get it working for any company using an API. One thing I noticed using the WACC formula with the current 10yr treasury rate is that the return rate was very low resulting in the purchase price of the company being very high, for example Walmart returned a purchase price of $1,600 based off the WACC formula. Do you know the explanation for this?
On that topic, I'll more than appreciate if you follow up with a few videos valuing a number of companies, it is probably especially useful now that there's a correction in the market. Hopefully if folks like that, then like this comment to get Jimmy's attention and perhaps reply with a few suggested stocks to analyze.
Which is the method for irregular FCF? I'm working on a project which its 3 first years are negative (outflows) because is just investment and from year 4 onwards positive cash flows. Can I use this method in that scenario?
Thanks man. I really appreciate this video.
Hello Jimmy. I can't figure out how to calculate net borrowing
Thank you Jimmy
Great video, love your work!!
As a engineering college student taking a course in finance, your content is really simple to understand for beginners and I can relate to it! Keep up the amazing job Jimmy 🙂
Hey jimmy would it be more accurate to use fcf to equity (since it’s after debt repayments) to make future fcf projections instead of simply using operating cf – capex
Hello , Jimmy. Congrats on the channel, your content is priceless to me. I have a question regarding the FCF estimates : from which websites/ analists are you taking the FCF estimates ? I am trying out your excel template for different companies and would help me a lot to know your sources.
Keep it up.
There is a lot of research about comparison of DCF and RIM. Which do you prefer？
14:50 is he wrong or me? 1636 / 100 = 16,36 per share not 163?
Jimmy I love you man! You are doing such an amazing job! Thank you for educating us – the crowd.
Hi, Jimmy, very good explanation, well done!
Hi Jimmy, how do I evaluate REITs ? So I can better decide which one will be the best investment in the long run?
Thanks
I just want to thank you for making these videos. I don't have any type of accounting background. (powerline worker lol) I read the 10k's, 10q's, earnings calls, balance sheet. But the cash flow and income statement is what I struggle with. (how to analyze them).thanks.
Why only operation's and investment's cash flows are used to calculate free cash flows why don't we consider cash flows from financing activities in that calculation?
Can I use the dcf method even if the analysts predict a negative growth rate?
I get notification about this video on my phone 2 days ago. I liked it and saved and watching now during the weekend. Thanks Jimmy <3
P.S. Could you please make a video about the DCF sheet that you generously shared earlier? It is comprehensive but I find it intimidating because I don't feel I get the results right.
Hey Jimmy, How would you calculate new borrowings?
Always great content. Thanks bro 👍🏿. They should have you on Bloomberg or CNBC.
Thanks Jim, great video !! as usual….
I've been using Jimmy's Excel template since I began stock valuation. It's been an integral part of my analysis and I would highly recommend his channel and content.
Hi Jimmy, first thanks for all you do, invaluable. What is your best source for analyst estimates and forecast?
Thanks for the video Jimmy
Appreciate your efforts and the content. I always learn something.
Happy investing
Jimmy, thank you for very useful video! Jimmy, what do you think about water companies such as AWK, Middlesex Water Company or York water company. Is this a good investment on 5-10 years horizon. Would be great if you will make a video about new opportunities on the market in 5-10 years timeline. Thank you once again
Amazing as always and perfect lighting today
Well done thanks jimmy
There's a lot of value in every video you post, congrats. By the way at 15:10 the price per share is incorrect, but it is not relevant for the point you made
how do you decide on the growth rate for FCF? Do you go off of analyst's estimates (if so what's your preferred site) or do you use a fundamental growth rate?
Hi Jimmy, where do you normally go to find analyst estimates? If it is from a paid subscription, which website do you think offers the best service for their price?
Great information. I usually use 5 years for my analysis. Doesn't make much since to do longer. Things can just change to much. Great Video! 😀
Just a tip for you Jimmy- I've noticed a lot of other financial youtubers avoid saying 'coronavirus' at all costs because it gets their videos demonitized. Not sure if your videos don't have ads on purpose or if that's demonitization but you provide us with a lot of value and deserve to make a profit from your videos.
Why dont you add the retained cash to your value at the end of your cash flow calculations?
I am confused 🙁
Please make a video on FCFF and FCFE 😁
Btw love your videos and how simply you explain these concepts.
Hey Jimmy, I turned your DCF calculation video into code and was able to get it working for any company using an API. One thing I noticed using the WACC formula with the current 10yr treasury rate is that the return rate was very low resulting in the purchase price of the company being very high, for example Walmart returned a purchase price of $1,600 based off the WACC formula. Do you know the explanation for this?
This video is so clear and accurate 👏
If the FCF is negative, then which other method do you find to be the most helpful?
On that topic, I'll more than appreciate if you follow up with a few videos valuing a number of companies, it is probably especially useful now that there's a correction in the market. Hopefully if folks like that, then like this comment to get Jimmy's attention and perhaps reply with a few suggested stocks to analyze.
GREAT Video Jimmy !!
Good point: most research website only give 3-5 years of growth projection. Doing 10 years is bit harder.
Which is the method for irregular FCF? I'm working on a project which its 3 first years are negative (outflows) because is just investment and from year 4 onwards positive cash flows. Can I use this method in that scenario?
Thank you! Great video!
Thank you Jimmy
Simply perfect