This is the 13th episode of a series that I have started called "Off the Cuff," where I get in front of the camera and talk for about 10 minutes in each episode. It's low-tech, I know - but it's "authen-tech." I like that. I'll do my best to incorporate feedback and questions going forward, so stay tuned. We have a number of the videos already filmed. We're now up to 18 content-packed videos!
In this episode (episode 13), I answer a question about why we use the residual income model to value banking (XLF) and insurance (KIE) entities. I talk more about enterprise free cash flow valuation and the arbitrary nature of "cash flow" with respect to finance-oriented entities. The idea that we all might be market timers is an interesting one, and I think pondering it may broaden perspectives with respect to conventional wisdom.
Give these videos and the discussions time to get warmed up. They're not made to be fancy. I don't like bells and whistles. They're made to be conversational. I hope you enjoy this 13th episode and those that follow. Let me know what you think. Don't forget to comment. Thanks!
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