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Enron Mail |
OK folks. It's about 80% of the way there. My brains are oozing out looking
at cells, so I want to get this around so Mark can get started on refining assumptions and other folks can examine as well. I'll continue to check it and de-bug it. Mark, you and I should talk, too. (You'll note that at this point, the valuation is in the $30s, so there's work to do.) Apologies in advance for any errors (and I'm sure they're there). If anyone has any questions on the model, just let me know. I think we ought to get together to meet this week as much as possible to start getting the power point presentation together. And perhaps we should think about meeting this weekend? In the meantime, I'm pulling together the data on Buffet (Berkshire Hathaway) stock performance, etc., and will also do the financial ratios, including Dupont, for OAT. Does this work for folks? Other thoughts? Best, Jeff
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