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We Study Markets by the Investors Podcast Network
Clay Fink: In chapter 8 of the We Study Billionaires podcast, Azwath touches on valuing a declining company. He argues that these may offer lucrative investment opportunities for long-term investors with strong stomachs. The investing team at our partner Fundrise expects 2023 to be one of the most opportune real estate investing environments of the last decade.
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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