One thing to note (and which I, as a long - term owner of FIG, have had to keep in mind) is that Fortress's permanent capital vehicles — Aircastle, Newcastle, Gatehouse, Eurocastle — have tended to be very highly leveraged, with aggressive
assumptions about cash flow and debt service.
Not exact matches
We make
assumption to show investors just how optimistic they must be
about the future
cash flows of this company to warrant owning the stock.
I am not (yet anyway an author but I do have a Masters in Finance and when I turned down a publishing deal (yes I did) I also came at the issue with spreadsheets and
assumptions about future
cash flows.
A number of investors have asked
about the potential for bankruptcies to disrupt the long - term
assumptions that we make
about earnings and
cash flows, especially for the S&P 500.
Actuaries look at the
cash flows, and make minimal
assumptions about markets continuing to operate.