This article was co-authored with Alex Van Putten of Cameron & Associates It isn’t hunger for short-term results. It’s not about meeting every number. It’s not about never being surprised. What investors really want is to see evidence that you are using your imagination.
Interesting piece. Is there an illustrative calculation of the TIP available for one of the numbers quoted? I’d like to see if it resembles Modigliani & Miller’s and Myers’ anchored NOPAT models.
Yes there is - if you send me a note at rdm20@gsb.columbia.edu I can send you our methods description. My colleague Alex Van Putten is also available to talk it through - he's at alex@cameronusa.com and would be delighted to chat.
Interesting piece. Is there an illustrative calculation of the TIP available for one of the numbers quoted? I’d like to see if it resembles Modigliani & Miller’s and Myers’ anchored NOPAT models.
Yes there is - if you send me a note at rdm20@gsb.columbia.edu I can send you our methods description. My colleague Alex Van Putten is also available to talk it through - he's at alex@cameronusa.com and would be delighted to chat.