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Introduction
This week, Clay Fink gives an overview of Azwath Demodrian's great book called the Little Book Evaluation. He will also cover some general truths about valuation that investors should understand. At the end of the episode, I'll be touching on William Sonoma and why I have started a position in this company.
IN THIS EPISODE, YOU'LL LEARN:
00:00 - Intro
05:11 - Aswath’s two primary methods for valuing a company.
05:40 - The general truths about valuations that investors should understand.
12:38 - The four most basic inputs to valuing a company.
19:37 - How to go about setting an appropriate growth rate in our valuations.
34:11 - Additional considerations in performing valuations such as a company’s intangible assets.
47:09 - Clay’s intrinsic value assessment of Williams-Sonoma (Ticker WSM).
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
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