12 Comments
Dec 22, 2021Liked by Brad Freeman

What a great read - Thanks Brad! Love your approach especially as it relates to cash management. Have a great holiday!

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Jan 31, 2022Liked by Brad Freeman

Thank You Brad !!! Relatively new investor, investing a lot of time to understand and I especially appreciated this article and another of yours I also just read. My sincere thanks for your consideration to post and share and educate. Thank you, Steve

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Dec 22, 2021Liked by Brad Freeman

Hey Brad. Thank you for sharing your thought process. It's very helpful. May I ask how do you calculate the forecasted CAGR/FCF 2021-2026 for the growth basket? ( which feeds into the other metrics) All the financial data websites I subscribe to, only give historical data which is a real problem.. Thanks a lot !

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Thanks Brad, do you ever share returns? Might have missed that.

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Very informative and thought provoking. Thanks

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Wow, amazing read Brad. Thank you for being so transparent and taking us through your process. Great stuff. Thanks

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