The Memo by Howard Marks cover image

Something of Value

The Memo by Howard Marks

00:00

Valuing Company B

Company b is at an early stage in its development. Its profit margins are far from maximized, and its greatest assets go home every night rather than residing on the balance sheet. Assessing its value also requires conversance with the technologically complex field. But company a's track record may suggest stability that could ultimately prove fleeting. And even if one can't exactly predict the future of company b,. philosopher and logician carveth reed reminds us that we'd rather be vaguely right than exactly wrong.

Transcript
Play full episode

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