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
- 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.
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