Has anyone here ever used HOLT or have any thoughts/opinions on HOLT as a buyside tool?


Comments (5)


he's a starter in all formats.

The WSO Advantage - Hedge Funds

Financial Modeling Training

IB Templates, M&A, LBO, Valuation.

Hedge Fund Interview Questions

10+ webinars & actual pitches.

Resume Help from HF Pros

Land More Interviews.

Find Your HF Mentor

Realistic HF Mock Interviews.


It's just a glorified DCF designed to keep the inputs honest.

My opinion of it as a buyside tool is it is only valuable if you have a very long time horizon, which eliminates hedge funds and all but the biggest long-only guys.


I have spoken with a number of users, not all with just 3 - 5 year investment horizons, who find value in the tool in trading...

Any other members of this board who have used HOLT with success?


Are you considering an offer to be a HOLT salesman? Or are you on the buyside considering whether you want to take up the service? If the latter, then try it for yourself - it won't cost you anything but your time investment in learning the software.

Dismiss my comment if you want but think about the methodology behind HOLT (or CROCI, Quest or any other CFROI methodology) and you cannot make it anything but a long-range tool. Some people find it useful as a data-mining or screening tool but that is not its raison d'etre.


To unlock this content for free, please login / register below.

Connecting helps us build a vibrant community. We'll never share your info without your permission. Sign up with email or if you are already a member, login here Bonus: Also get 6 free financial modeling lessons for free ($200+ value) when you register!

What's Your Opinion? Comment below:

Login or register to get credit (collect bananas).
All anonymous comments are unpublished until reviewed. No links or promotional material will be allowed. Most comments are published within 24 hours.
WallStreet Prep Master Financial Modeling