My Valuation for Microsoft (Tech Strategy – Podcast 148)

Delve into Jeff Towson’s Podcast 148, where he provides a comprehensive valuation for Microsoft and its tech strategy. This episode offers expert insights into the tech giant’s future, making it a must-listen for tech enthusiasts and investors alike. Tune in to understand Microsoft’s position in the market and potential growth opportunities.

9 Rules for Valuation of Digital Businesses (Tech Strategy – Daily Article)

Digital valuation is a complex process that requires a deep understanding of digital business models and value drivers. In this article, Jeff Towson outlines 9 rules for digital valuation in Asia that can help investors and entrepreneurs navigate this complex landscape. By following these rules, you can gain a better understanding of how to value digital companies and identify opportunities for growth in the digital economy.

Growth, ROIC / RONIC and Growth + Sales in Digital Valuation (Tech Strategy – Podcast 102)

Growth, ROIC, and growth+sales are all important factors to consider when valuing a digital business. Growth is important because it shows that the business is expanding and has the potential to generate more revenue in the future. ROIC is important because it shows how efficiently the business is using its capital. Growth+sales is important because it shows how much revenue the business is generating from each new customer.

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

Discounted cash flow (DCF) is a common method for valuing businesses. However, DCF is a poor method for valuing digital businesses. This is because digital businesses are characterized by rapid growth, unpredictable cash flows, and network effects. As a result, the assumptions underlying DCF are not met, and the resulting valuations are often inaccurate.

An Intro to Digital Valuation (Tech Strategy – Daily Article)

I have been expanding from digital strategy to digital valuation as a topic. I recently summarized (briefly) how I do valuation long hand (i.e., pen and paper) with one form. That was in: Valuation Like Warren Buffett in 1 Slide (Asia Tech Strategy – Daily Lesson / Update) But the relevant slide from that article […]

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