Thanks for the awesome breakdowns! How can i share your Substack to gain some referral points? I can't find the link to your leaderboard to find my unique referral link.
Hi Summit! I use EPS instead of FCFPS as I believe it better represents the earning potential of ASML. FCF is depressed compared to peak years partly due to capex invesments being made in future growth initiatives.
This is insightful. Very well presented.
Thank you, sir.
Thanks for the awesome breakdowns! How can i share your Substack to gain some referral points? I can't find the link to your leaderboard to find my unique referral link.
Hi Shivam, thank you. It means a lot!
Here is the link to the leaderboards: https://www.investinassets.net/leaderboard
All the best.
Could you provide some light on where you found the 17 billion free cash flow in 2023 in your DCF?
Hi Summit! I use EPS instead of FCFPS as I believe it better represents the earning potential of ASML. FCF is depressed compared to peak years partly due to capex invesments being made in future growth initiatives.
Short and sweet analysis! Good job!
Thanks buddy!
A buy