Value Investing Looking for a 2018 updated short renmbibi or short China thesis? |
- Looking for a 2018 updated short renmbibi or short China thesis?
- Oaktree Insights: Cycles with Howard Marks, Julio Herrera, Jordon Kruse and Robert O'Leary
- Any insight into modeling for a company whose growth strategy is driven through acquisitions?
| Looking for a 2018 updated short renmbibi or short China thesis? Posted: 30 Oct 2018 07:31 PM PDT Anyone know of any white paper, articles, research, on the short yuan thesis? [link] [comments]  |
| Oaktree Insights: Cycles with Howard Marks, Julio Herrera, Jordon Kruse and Robert O'Leary Posted: 30 Oct 2018 09:45 AM PDT |
| Any insight into modeling for a company whose growth strategy is driven through acquisitions? Posted: 30 Oct 2018 12:18 PM PDT I'm working on a DCF model for Open Text (OTEX). The company has grown its revenue from $1.2B in FY12 to $2.8B in FY18 through 15 acquisitions totaling $4.8B in deployed capital. Current and future organic growth is in the low single digits. Management has signaled that they are looking to continue their aggressive acquisition strategy. Are there anyways to include the prospect of future M&A into the model? [link] [comments]  |
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