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dvwcf

HN member
Joined
Mon, Apr 13, 2026, 2:57 AM UTC
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4
Public activity
3 items

About dvwcf

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Recent public activity

  1. comment
    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…

  2. comment
    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,…

  3. comment
    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…