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Valuations Simplified

Updated: May 26


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How do you really know if a business is worth investing in? At Plus91 AMC, we simplify the process by asking one key question:


Would you buy the entire business at today’s market cap?


In this issue, we cover:

  1. How we break down business fundamentals before even looking at valuations

  2. Why valuation is more personal (and critical) than people think

  3. We show how great narratives can still be poor investments at wrong valuations.


In an era of frothy valuations and market noise, staying disciplined has never been more important. I dive much deeper into these topics and much more in our latest newsletter—available to read for free below.



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