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Simplifying Stocks, CPA @FinFluentialx on x 11.8K followers
Created: 2025-07-14 17:00:01 UTC
Taking another look at CoreWeave, it's best to value $CRWV inclusive of D&A
So, using EBIT instead of EBITDA & adding an additional $20B of net debt
$CRWV can still do a XX% CAGR at 30x EV/EBIT (All else equal)
Not crazy for ~25% grower into 2030
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