I’m sure you’re all sick and tired of Microsoft posts, however valuations can vary dramatically depending on the creators expectations of Azure and return on AI infrastructure projects. I have taken a simplistic approach to attempt to provide a sense-check for these models. Would be great to hear your thoughts on Microsoft and their current valuation.
Hey guys, I want to inquire about business valuation as a career. I recently received an offer at an independent valuation firm in the Midwest. Specifically I am curious about:
- Positives/Negatives about the BV industry
- Career Trajectory (IB/PE/Internal PE Val/FP&A/Corp Dev)
- Typical Analyst Base/Bonus
Open to hear from anyone who is currently or has worked in BV. Thanks!
For those of y’all buying NBIS, how do y’all underwrite the valuation? I love the story and the prospects, but as someone that’s still learning about the chip and data center industry, I have no idea how to reasonably estimate their future financial prospects
it has about 900$ in monthly ad revenue as well
Wide moat, all-weather financial infrastructure. Seems like the time to buy.