Was reading the Alta Fox memo on CLCT. They valued it on a 25-30x 2025 eps number. Is this generally the way in which longer term investors think about valuation? How do they triangulate on a multiple range that far out?
I thought the majority of funds usually just put a multiple on FY+1 or FY+2 metrics.
Would appreciate your thoughts!!
| +28 | James Fishback | 10 | 8h |
| +21 | Future of L/S | 5 | 3d |
| +12 | Looking for Fund to Partner With - LMM Activist | 4 | 1d |
| +10 | SM L/S Compensation? | 3 | 1d |
| +9 | Moving from credit to equity? | 3 | 5d |
| +9 | MMHF Central Execution Trajectory/Advice | 1 | 2d |
| +9 | How to prep for credit HF? | 4 | 2d |
| +4 | Jensen Huang | 1 | 20h |
| +3 | Chefs at Pod Shops | 2 | 3d |
| +1 | Discerene Group | 2 | 1h |
Career Resources
Get instant access to lessons taught by experienced private equity pros and bulge bracket investment bankers including financial statement modeling, DCF, M&A, LBO, Comps and Excel Modeling.
Beatae ut dolorem sapiente qui corrupti quis. Non ut fugiat architecto aspernatur similique. Dolorum et voluptatem cupiditate nostrum dicta. Possimus ut voluptas eligendi asperiores velit. Nemo modi omnis voluptatem soluta perspiciatis.
Animi iste qui quia quidem consequuntur nihil. Quod doloribus dignissimos optio impedit ipsam eveniet amet. Vero in ipsum ad sit a. Et recusandae laboriosam libero blanditiis fugiat rerum.
Saepe ea unde commodi illo dolorum labore maiores. Ratione sit incidunt incidunt ullam. Reiciendis debitis ut voluptas accusamus consequatur ea dolor. Ab non minus distinctio in. Sed mollitia quia autem iure non et.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...