Customer Confidential: Untold Stories of Earned Growth cover image

Ep. 214: Michael Mauboussin | Beating Expectations: The Impact of Loyalty on Corporate Valuations

Customer Confidential: Untold Stories of Earned Growth

00:00

The Basic Unit of Analysis

The rise of intangible investments has made return on invested capital more difficult. Tangible assets go on to the balance sheet and then are depreciated over time. In effect, we treat all investments as if they're tangible; amortize them over time. Unit economics reflect fundamental behaviors of a customer related to a company.

Play episode from 10:17
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app