Viewing profile — dvwcf
dvwcf
HN member- Joined
- Mon, Apr 13, 2026, 2:57 AM UTC
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About dvwcf
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Recent public activity
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Comment #47759357
"..is more of a function of cash flow potential " "more of". If you wanna finesse the discount rate by a few percentage points go ahead. Cash flows contribute more toward the end v…
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Comment #47759303
Value creation is more of a function of cash flow potential on a project than the risk-free rate, cost of equity or cost of debt. "labour market is not perfectly allocating labour,…
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Comment #47759181
Over hiring is one thing.. but that wouldnt be a problem if there was an endless stream of projects to take that are value creating. So the issue is not necessarily the over-hiring…