Microsoft DCF valuation with financial forecasts, sensitivity analysis, and an investment thesis.
ROIC-driven compounding portfolio advisor via Claude Code
Know what the price expects before you buy. A free Claude Code skill: Michael Mauboussin's ROIC, ROIIC and expectations-investing work as a decision process, with tested math. By Strategy Sprints.
高增长股三层估值框架：粗筛 → 反向 DCF 定价 → 增长质量闸门。fork 自 dcf-valuation-governance，附移动端网页工具。仅教育研究用途，非投资建议。
Source-linked models of hyperscaler capital deployment, built from SEC filings. Every number carries its formula, assumptions and citation.
A directional sensitivity analysis for Fortune-200 capital allocation discussions. Cost takeout vs. revenue intelligence.
Four-tab workflow economics framework for assessing AI displacement, token efficiency curves, signal thresholds, and capital allocation posture.
Interactive calculator for medtech capital equipment workflow displacement economics, crossing year, posture, and binding constraint.
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