Yes well received and very informative thanks! Sorry about my late reply because I’m off due to family vacations. I’ll review all the info sent and will get back to you by mail if any questions. Thanks again and keep the good job!💪
Scroll down to the DCF Valuation section and you will see a link to the DCF valuation spreadsheet (it is a Google Sheets link). From there you can see our assumptions for growth and FCF margin and our methodology for the two ways we've conducted the valuation.
If you read some of the DCF Valuation section in the report, that should provide some additional context. If you have any further questions or need anything clarifying let us know on here or send an email.
Or where I can find an explanation of the logic behind those assumptions? I’m a premium member thanks!
By the way, did you receive my email reply to your inquiry?
Yes well received and very informative thanks! Sorry about my late reply because I’m off due to family vacations. I’ll review all the info sent and will get back to you by mail if any questions. Thanks again and keep the good job!💪
Hi Isaac, here is the report we wrote for Okta's 3Q23 update https://www.convequity.com/updates-2/
Scroll down to the DCF Valuation section and you will see a link to the DCF valuation spreadsheet (it is a Google Sheets link). From there you can see our assumptions for growth and FCF margin and our methodology for the two ways we've conducted the valuation.
If you read some of the DCF Valuation section in the report, that should provide some additional context. If you have any further questions or need anything clarifying let us know on here or send an email.
Hi thanks for sharing, is there transcripts available? On the other hand, can you explain what the 10yr or 15yr of Fair Value means?
I've just emailed you a link to read the transcript.