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How to Tell a Story for a Company
Tesla's valuation is a bridge between stories and numbers. In order to develop a story for the company, you'll need to develop a good understanding of what they do. Without a strong foundation and aGood understanding of the company,you can't tell a good story.
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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