video1.0<iframe src="https://www.loom.com/embed/29f56649c1724872bf9236c5d4323601" frameborder="0" width="3440" height="2580" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>25803440Loomhttps://www.loom.com25803440https://cdn.loom.com/sessions/thumbnails/29f56649c1724872bf9236c5d4323601-00001.gif542Check out the accompanying post on substack here: https://alexoppenheimer.substack.com/p/directional-valuation?sd=pf