Richard Oldfield on Value Investing, Warren Buffet and Elon Musk
Macro Hive Conversations With Bilal Hafeez
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Is It a New Paradigm Effect?
There has been some work in the academic in academia around intangibles as an asset. Do you think incorporating something like that is appropriate within evaluation context or is that falling into new paradigm justification? I think it's a lot of it is new paradigm justification because you're forced to refer to things to which is difficult to give a sort of a direct monetary value unlike price and earnings, cash flow and dividend and share price. All of those things are a relationship between two numbers which are a part of the same language.
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