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The Little Book of Valuation by Azwath Demotorand
Azwath Demotorand has written a book called The Little Book of Valuation. In the intro, he points out that most investors see valuing an asset as too complex and complicated for their skill sets. He believes that valuation is in fact simple and anyone who is willing to spend the time collecting and analyzing the information can do it.
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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