2 Comments
User's avatar
Wagon's avatar

Hi Flo. I have a question on the below:

"We require both ratios to be low:

- Cash-adjusted owners’ multiple being low, as indication of true value

- Non-cash-adjusted owners’ earnings being low, to act as a catalyst for the company to clearly be worth more next year vs this year.

The non-cash-adjusted ratio helps exclude net-nets without clear earnings power, as their situation does not clearly change over time, limiting the probability and the size of a potential re-rating."

Can you explain in more detail how the non-adjusted OE multiple can exclude undesirable net-nets? I don't quite follow the logic here. Thank you.

Floebertus's avatar

Hey Wagon thank you for the question.

We want both ratio’s to be low, so that for example a company with 100m market cap and 99m cash and 1m net income is excluded.

The company would be extremely cheap on a cash adjusted basis but doesn't add much value over time.

Also, if the company goes up 10%, their cash adjusted multiple grows from 1x to 10x so the upside is limited