Why DCF Sucks for Digital Valuation. (Asia Tech Strategy – Podcast 101)

This week’s podcast is about how to apply DCF in valuations of digital companies.

You can listen to this podcast here or at iTunes and Google Podcasts.

For the tennis ball story, here are the slides.

For DCF, here is my approach:

Standard thinking on DCF:


Related articles:

From the Concept Library, concepts for this article are:

  • Valuation: Digital
  • Discounted Cash Flow

From the Company Library, companies for this article are:

  • n/a


I write and speak about digital competition and China / Asia’s leading tech companies.

My book Moats and Marathons details how to measure competitive advantage in digital businesses.

I also run Asia Tech Strategy, a podcast and subscription newsletter on the strategies of China / Asia tech companies.

My subscription newsletter offers:

Deeper insights into the strategies of the tech giants of China / Asia. I help investors see around the corner – both with tech giants and rising companies.​

See the big picture. Get a better understanding of Asia’s digital ecosystem. What are the important tech themes? What will the future look like? Where to hunt for opportunities?​

A unique view from on the ground of digital China / Asia.

Note: This content (articles, podcasts, website info) is not investment advice. The information and opinions from me and any guests may be incorrect. The numbers and information may be wrong. The views expressed may no longer be relevant or accurate. Investing is risky. Do your own research.

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