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REDDIT

Any good deals based on price to true fcf?

FCF (“Owner’s earnings”) =\~ Cash From Operating - CapEx - SBC


I missed the oppty to buy $DBX at 10-12x FCF. I even posted about it here and now it’s run up like 25%+ 😾 lol


I rarely see “value” discussed here in a strict quantitative ie non narrative basis.

What value are you buying at 10-15x FCF?