Microsoft DCF valuation with financial forecasts, sensitivity analysis, and an investment thesis.
高增长股三层估值框架：粗筛 → 反向 DCF 定价 → 增长质量闸门。fork 自 dcf-valuation-governance，附移动端网页工具。仅教育研究用途，非投资建议。
Know what the price expects before you buy. A free Claude Code skill: Michael Mauboussin's ROIC, ROIIC and expectations-investing work as a decision process, with tested math. By Strategy Sprints.
ROIC-driven compounding portfolio advisor via Claude Code
Source-linked models of hyperscaler capital deployment, built from SEC filings. Every number carries its formula, assumptions and citation.
Four-tab workflow economics framework for assessing AI displacement, token efficiency curves, signal thresholds, and capital allocation posture.
A directional sensitivity analysis for Fortune-200 capital allocation discussions. Cost takeout vs. revenue intelligence.
Interactive calculator for medtech capital equipment workflow displacement economics, crossing year, posture, and binding constraint.
To associate your repository with the roic topic, visit your repo's landing page and select "manage topics."