The Vindication of Discounted Cash Flow Models

Plus! Diff Scholarships, Palantir, Nuclear Diplomacy, Minsky and Paper Towels, Dubai and Scaling, Slacklash, more...

In this issue:

  • The Vindication of Discounted Cash Flow Models

  • Diff Scholarships

  • Palantir

  • Testing Vaccine Alternatives

  • Nuclear Diplomacy

  • Minksy and Paper Towels

  • China

  • Wages

  • Dubai and Scaling

  • Amazon

  • Slacklash

  • Gold

The Vindication of Discounted Cash Flow Models

(Readers who want a primer/refresher on DCF models are invited to look at this explainer I posted on Medium. …

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