Key Lessons
- Focus needs to change by age
- Values need to change by age
- Consultants - Plastic Surgeons
- Growth assets - Contribute to growth
- Startup - Peak of Glory - Mature Growth - Google / FB
- Middle Ages - Decline - Nature of process
- How little capital for New Businesses
- Compressed Lifecycle
- Nokia, Yahoo, Blackberry - Short life cycles
- Valuation - Outside inn
- Finance - Inside out view
- More degrees of free give more experimentation
- Identify good projects - Fund them well
- Companies refuse to act their age
The Laws of Valuation
— Value Theory (@ValueInvestorAc) December 10, 2023
From "The Dean of Valuation" Aswath Damodaran
He reveals the fundamentals, myths & misconceptions: pic.twitter.com/nV1iR5iCtv
Keep Learning!!!!
No comments:
Post a Comment