How to Understand Earning Power

Use the golden-goose analogy to reason about recurring cash flows and earning power.
Published: 2025-12-20
earning-power valuation cash-flow

The golden goose analogy

A goose lays a $100 egg every month without fail. Its earning power is the sustainable cash flow: $100 per month, or $1,200 per year.

Step-by-step

1) Identify the recurring cash flow (here: $100/month).
2) Decide the horizon (how long it lasts).
3) Translate to an annual figure for comparability.
4) Apply any safety factors for risk or decay.

Simple age-based earning power

Assume the goose’s productive life declines with age. Annual earning power is monthly cash × 12 × remaining years.

Goose age (years) Remaining years Annual cash ($) Total cash over remaining life ($)
1 10 1,200 12,000
3 7 1,200 8,400
5 5 1,200 6,000
8 2 1,200 2,400

Add a safety factor

If you want a margin of safety, haircut the cash by 20%. New annual earning power = $1,200 × 0.8 = $960.

Goose age (years) Remaining years Annual cash after safety ($) Total cash over remaining life ($)
1 10 960 9,600
3 7 960 6,720
5 5 960 4,800
8 2 960 1,920

Optional liquidation vs. ongoing cash

Goose dinners have become rare. You could cook the goose today and sell a single goose dinner for $500. Compare: - Run it: keep the $100/month cash flow. At age 5 with 5 years left and a 20% safety factor, total = $4,800. - Cook it: one-time $500.

Only cook the goose if you believe the ongoing earning power is worth less than $500 (e.g., expected remaining life is <5 months at $100/month, or risk is extreme).

Takeaways