We Study Billionaires - The Investor’s Podcast Network cover image

RWH023: Defensive Investing In Dangerous Times W/ Guy Spier

We Study Billionaires - The Investor’s Podcast Network

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Navigating the Complexities of Asset Valuation

This chapter explores the intricacies of valuing Salesforce, focusing on the implications of marketing expenses and customer retention in asset valuation. It also highlights the difference between price and value in investing while discussing how market perceptions can mislead investors about an asset's true worth.

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