15min chapter

We Study Billionaires - The Investor’s Podcast Network cover image

TIP577: Valuation Masterclass w/ Aswath Damodaran

We Study Billionaires - The Investor’s Podcast Network

CHAPTER

The Impact of Intangible Assets on Valuations

This chapter explores the discussion on the impact of intangible assets on the valuation of big tech companies. The speaker argues that the fixation on tangible versus intangible assets is unnecessary, as both can generate cash flows and deliver value. They emphasize the importance of focusing on expected cash flows rather than the nature of the assets.

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