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Chapter 36: Amortization Charges from the Investor’s Standpoint


Graham notes that the depreciation charge that should be used is that is required to keep the company in operation at a stable earning power i.e. maintenance capital expenditure. While exact knowledge of this is not possible but the analyst should endeavor to develop a rough estimate of the maintenance capital expenditure. Graham’s conception of earning power is equivalent to free cash flow as is currently used.


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