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Dhiren Makhija's avatar

What a blog! Very well written.

Loved every bit of it.

This what I needed to read before making an investment decision in $RACE.

Look forward to more such gold bombs!

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Jakub Málek's avatar

I would maybe point out an issue that I see in your valuation model. Shouldn't be a terminal value discounted to the present day?

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FatAlpha's avatar

I agree, it looks like he calculated TV and forgot to calculate PV. So the actual intrinsic value is below market price.

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