Focused Compounding

Focused Compounding Weekly 10/13/23 Geoff's Corner Someone sent me this email: “Clearly forecasting revenue is very important if we want to forecast earnings/FCF at some point in the future. My question is: How do you think about forecasting revenue for a company? In other words, what do you look at and which are your preferred methods to do it?” It's difficult to predict future revenue. Obviously, the amount of investment the company is doing (just capital accumulation of reinvested earnings...