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17min chapter
Redefining Value Investing in a Magnificent Seven Dominated World | Jacob Pozharny
Excess Returns
Valuing Intangible Assets in Modern Economies
This chapter explores the significance of intangible assets in company valuations, emphasizing their impact on market value and operational efficiency. It presents an analysis of key components like intellectual property and R&D expenses across various industries, illustrating trends in intangible capital intensity from 1994 to 2018. The discussion highlights the necessity of tailored valuation strategies that differentiate between high and low intangible firms, integrating sentiment-based analysis and traditional metrics for better investment outcomes.
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