AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
9min chapter
At the Money: Valuation Is an Exercise in Faith
Masters in Business
The Art of Valuation in Equity Markets
This chapter explores the fundamental principles of stock valuation, contrasting the viewpoints of traders and long-term investors. It emphasizes the importance of understanding intrinsic value through cash flows, growth, and risk, as opposed to merely focusing on market prices and common valuation ratios. The discussion is enriched with practical insights, including a personal valuation case study of Nvidia, underscoring the necessity of thorough analysis in making informed investment decisions.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode