Microsoft DCF valuation with financial forecasts, sensitivity analysis, and an investment thesis.
ROIC-driven compounding portfolio advisor via Claude Code
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。
Interactive calculator for medtech capital equipment workflow displacement economics, crossing year, posture, and binding constraint.
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.
Source-linked models of hyperscaler capital deployment, built from SEC filings. Every number carries its formula, assumptions and citation.
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