I’ve covered three topics that relate to digital valuation: DCF Discount rates Growth, ROIC / RONIC and value However, I have made one big assumption in all of these. That is the primary goal of the business (and focus of valuation) is profitable growth (i.e., growth that creates economic value). So much of the investment […]
In this episode of the Asia Tech Strategy podcast, Jeffrey Towson shares his 9 investment questions. These questions can help you evaluate companies for investment by assessing their competitive strengths, market size, and management team. Towson also discusses the importance of building digital moats, which are sustainable competitive advantages that make it difficult for competitors to imitate.
I’ve been teaching a private equity class at CEIBS in Shanghai for like 5 years. I call it private equity but it’s really about how to analyze companies and investments. Regardless of whether it is private or public. Whether the approach is active or passive. It’s basically my checklists, which are 9 questions. I’ve mentioned […]