Explore the four types of intangible assets that drive digital businesses in this insightful Tech Strategy Podcast. Gain a deeper understanding of the role and value of these assets in today’s digital landscape.
Category Archives: Intangible Assets
Valuing Amazon (Part 2): Good Frameworks for Intangible Assets (Tech Strategy – Daily Article)
In Part 1, I raised the problem of intangible assets in valuation and financial analysis. Value creation follows from growth, ROIC and RONIC, where the IC stands for Invested Capital. But how do you figure out the capital spent on intangible assets (also called Intangible Assets). And how to do you separate past from future […]
Valuing Amazon (Part 1): The Problem of Intangible Assets, ROIC and RONIC (Tech Strategy – Daily Article)
Key take-aways for this article: The key to valuation is estimating growth, ROIC and RONIC. This is difficult for digital companies because of the opacity of intangible assets and investments. In Part 2, I will give you frameworks for taking apart intangible assets in digital companies. *** I am in Kuala Lumpur this week, writing […]