Valuing Growth Companies: The Under Armour Case Study

This chapter explores the intricacies of valuing growth companies, with Under Armour serving as a practical example of analyzing projected cash flows. The hosts also highlight the differences between mature and declining companies, while promoting their newsletter and educational content for informed investing.

Transcript

chevron_right

Play full episode

chevron_right

Transcript

Episode notes

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.

BOOKS AND RESOURCES

Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, and the other community members.
Tune in to We Study Billionaires' recent episode about Warren Buffet's Money Mind, or watch the video.
Listen to Clay Finck's deep dive on Peter Lynch and his book, One Up on Wall Street, or watch the video.
Aswath Damodaran’s books: The Little Book of Valuation, The Dark Side of Valuation, & Applied Corporate Finance
Follow Clay on Twitter.

NEW TO THE SHOW?

Check out our We Study Billionaires Starter Packs.
Browse through all our episodes (complete with transcripts) here.
Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
Enjoy exclusive perks from our favorite Apps and Services.
Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.
Learn how to better start, manage, and grow your business with the best business podcasts.

SPONSORS

Support our free podcast by supporting our sponsors:

Bluehost
Fintool
PrizePicks
Vanta
Onramp
SimpleMining
Fundrise
TurboTax

HELP US OUT!

Help us reach new listeners by leaving us a rating and review on Apple Podcasts! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Learn more about your ad choices. Visit megaphone.fm/adchoices

Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!

Get the app

Home Top podcasts Popular guests