Pat12

joined 1 year ago
MODERATOR OF
 

2 questions i’d like to understand about DCF models which I am learning:

1) I understand the difference between growth capex and maintenance capex, but what if I want to only put in maintenance every 5 or 10 years? is there a formula that I can use to say incorporate maintenance capex every 5 years?

2) we assume that assets are ready to use right away but what if they are not? For example, what if I have an asset but some of them are not ready to use, like a forest but some trees are not ready to be cut down or cows and some are not ready to produce milk. My starting revenue would increase every year, presumably by some given growth rate, but my starting capacity would change, so how do I incorporate both?

Thanks!

1
DCF questions (relaxed assumptions) (self.financialmodelling)
submitted 1 hour ago* (last edited 34 minutes ago) by Pat12 to c/financialmodelling
 

2 questions i'd like to understand about DCF models which I am learning:

  1. I understand the difference between growth capex and maintenance capex, but what if I want to only put in maintenance every 5 or 10 years? is there a formula that I can use to say incorporate maintenance capex every 5 years?

  2. we assume that assets are ready to use right away but what if they are not? For example, what if I have an asset but some of them are not ready to use, like a forest but some trees are not ready to be cut down or cows and some are not ready to produce milk. My starting revenue would increase every year, presumably by some given growth rate, but my starting capacity would change, so how do I incorporate both?

[–] Pat12 5 points 1 week ago (1 children)

Seems like a basic safety/planning kind of question since you’d be in the middle of a body of water

I think so, too. Swimming with a life jacket in my opinion is more difficult than swimming without one. However, I would think that treading water is more difficult than swimming with a life jacket so maybe if swimming with a life jacket is the expectation, then that's ok.

[–] Pat12 1 points 1 week ago

Backing it up one step further, a common beginner mistake is to decide on a destination irrespective of the wind direction. This sometimes makes sailing more difficult than it needs to be and can result in the unnecessary torturing of guests as the captain stubbornly pounds into wind and wave to achieve a destination not superior to other options that would provide a more congenial travel experience.

this is really helpful, thank you!

 

If you want to take someone sailing on a boat and you ask them if they can swim, what exactly are you asking? Everyone can float if they have a life jacket right?

My understanding is that someone is being asked if they can take care of themselves and/or tread water until they are rescued and/or if they are a strong swimmer, but I could be wrong.

[–] Pat12 1 points 1 week ago

420 or laser type boat

20
submitted 1 week ago* (last edited 1 week ago) by Pat12 to c/sailing
 

I've recently learnt to sail but when I'm on the water, all of my theory goes out of my head. Can someone please explain the steps of sailing or confirm what I've written below?

  1. check the wind direction
  2. think of where I want to navigate to and point the boat relative to the wind.
  3. think of the points of sail. For the boat's position relative to the wind, change the main sail to the respective point of sail and the wind will catch the sail.
  4. use the main sheet to keep the sail in the "point of sail" direction that the wind should be in.
  5. make very small movements to keep the boat going straight towards my target
  6. once i'm going straight, check the sail if it's luffing periodically and trim the sail if necessary

when tacking,

  1. use the tiller to turn the boat around, either pull it fully towards or away from me
  2. once the boat is turned around, pull the tiller so that it's now straight and you can let the tiller handle lay on the side of the boat
  3. switch sides as usual

thank you!

[–] Pat12 1 points 1 week ago

hmm maybe there is health insurance but it wasnt mentioned during the initial call. i ask for compensation of 90-100K, said it was negotiable and expect it will be negotiated down, at least it wont be 65K.

[–] Pat12 1 points 2 weeks ago (2 children)

Not sure what that means but yeah, no health plan or stock options. There's a 401K with some matching. It's just the salary with the bonus.

[–] Pat12 1 points 2 weeks ago (4 children)

10% annual and prorated. no other compensation. just salary and up to 10% bonus. no gym membership or housing etc mentioned.

[–] Pat12 2 points 2 weeks ago* (last edited 2 weeks ago) (6 children)

bonus is up to 10%

i can deal with work-related stress but if i have to worry about paying bills, that's what i completely want to avoid.

 

I am interviewing with a company where they are offering $65K/year in NYC for an analyst (junior level) role. The senior analyst position is $85K/year. These salaries seem extremely low for NYC (although I'm not from NYC or even the US). What would be an appropriate salary to ask for for a junior analyst role? It involves financial modelling. I want this kind of job but I also want to be able to live without too much stress.

 

mother's day tomorrow ;wondering if it's possible to make the dessert in advance because it's easier when they're out of the house so it's a secret. thanks!

[–] Pat12 1 points 3 months ago

i'll look into this - thanks for the response!

 

this was a weapon that's possibly used in medieval times (definitely long before 20th century). The main part may have been a sword and the hilt could be unscrewed or somehow used as a club. Thanks!

 

I am from HK and have travelled around Taiwan, etc so it would be nice to find some dishes that are close to home

 

Would this type of dress in navy blue be too much to attend an Andrea Bocelli concert?

 

I was recently in an accident and cannot exercise; particularly, I cannot put weight on my feet or lay my feet on the ground. Consequently, I have to maintain my weight purely through diet. I typically aim for around 1300 calories/day.

So far I have:

  • breakfast: fried egg/egg white on toast with a glass of water (about 200 cals)
  • lunch: chicken breast, small piece of bread, with a large spinach salad (about 300 cals)
  • afternoon snack ?
  • dinner ?

Thank you.

[–] Pat12 71 points 4 months ago

the world of the rich vs the average person...

[–] Pat12 4 points 4 months ago (1 children)

of all the places to not have easy access to healthcare....

[–] Pat12 2 points 4 months ago

i love the yellow pulling from the blazer

[–] Pat12 2 points 4 months ago

and unfortunately it's the fabric for most of the readily available clothes now!

 

No comment, just sad to read these news

 

The closest word I can think of is a sycophant but that's too strong word and not exactly what I'm looking for. The word I'm thinking of has negative connotations and it's for someone who is friends with different groups but only at a superficial level and isn't necessarily honest about who all they're friends with. This person would be seen as untrustworthy.

view more: next ›