"The definition of intrinsic value is simple: **It is the discounted value of the cash that can be taken out of a business during its remaining life**.
"The **cash available for distribution is calculated** by using the following formula:
- Cash available for distribution =
- (reported earnings + depreciation and other non-cash charges) -
- (capitalized expenditures for the business to maintain its operations as is + additional working capital needed)
"However, the **only way to measure it properly is by looking at the change in the book value of the business adjusting for dividends or other capital transactions**.
"As the change in book value shows only what happened in the past **the best way to approach the analysis of intrinsic value is by combining the following three factors: book value, earnings and expected future return on retained earnings**." ([Location 2664](https://readwise.io/to_kindle?action=open&asin=B07CNFFJ9J&location=2664))
---
**Tags** -- [[quotes]], [[value-investing]], [[intrinsic-value]], [[net-present-value]], [[reported-earnings]], [[depreciation]], [[capitalised-expenditure]], [[working-capital]], [[book-value]], [[dividends]], [[retained-earnings]], [[dividends]],
**Source** -- [[202506221723 - LN - Modern Value Investing]]