Great analysis! Thank you so much for sharing such great work!
In the detailed analysis, there is a sizable portion (68%) of EV (estimated at EUR 8.9bn) coming from terminal value that is 10 years away. So what range is appropriate, and what factors would you consider in determining this range. Would soft value / invisible asset driven assets be any different from an asset that's driven by tangible assets/ stable long term contracts?
i was recently referred to this article. i appreciate the insights into valuing intangible assets such as brands and free celebrity advertising. fun fact for anyone reading this is that there is another footwear company with comparable brand strength that, if valued under this framework, would be equivalent to buying below book value. anywhosies best of luck and thank you professor for teaching us.
I listened to and spoke with Prof. Damodaran few months ago at T30 conference. He is brilliant in ideas and electric in presentations - as he showed us with his thoughts on valuation.
I am new to substack. I like to think, and write about data driven technology strategy. My latest post is below. I would love to get feedback from this community.
very interesting case ... thank you!
Excellent analysis!!
Great reading!!!! Thanks
fascinating!
Great analysis! Thank you so much for sharing such great work!
In the detailed analysis, there is a sizable portion (68%) of EV (estimated at EUR 8.9bn) coming from terminal value that is 10 years away. So what range is appropriate, and what factors would you consider in determining this range. Would soft value / invisible asset driven assets be any different from an asset that's driven by tangible assets/ stable long term contracts?
i was recently referred to this article. i appreciate the insights into valuing intangible assets such as brands and free celebrity advertising. fun fact for anyone reading this is that there is another footwear company with comparable brand strength that, if valued under this framework, would be equivalent to buying below book value. anywhosies best of luck and thank you professor for teaching us.
Agree!
Interesting!!💪
Hello sir. Are you Aswath Damodaran , the valuation Guru ?
I listened to and spoke with Prof. Damodaran few months ago at T30 conference. He is brilliant in ideas and electric in presentations - as he showed us with his thoughts on valuation.
I am new to substack. I like to think, and write about data driven technology strategy. My latest post is below. I would love to get feedback from this community.
https://open.substack.com/pub/aringuha/p/broadcom-earnings-vis-a-vis-marvell?r=fuo9&utm_medium=ios